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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$741M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$648M
3
Bank of America
Bank of America
North Carolina
+$555M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$327M
5
BlackRock
BlackRock
New York
+$320M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$882M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$224M
4
MGB
Mass General Brigham
Massachusetts
-$169M
5
TC
Toews Corporation
New Jersey
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
1276
Bryn Mawr Capital Management
Pennsylvania
$218K -$118K -1,033 -35%
WCG
1277
Wall Capital Group
Arizona
$216K +$216K +1,898 New
SCM
1278
Schnieders Capital Management
California
$216K +$216K +1,900 New
SCP
1279
Syntal Capital Partners
Texas
$216K +$216K +1,906 New
SHWM
1280
Silicon Hills Wealth Management
Texas
$215K -$26.1K -230 -11%
LWA
1281
Lenox Wealth Advisors
New York
$214K -$294K -2,585 -58%
AMIM
1282
Aull & Monroe Investment Management
Alabama
$214K -$51.1K -450 -19%
ARG
1283
Advisory Resource Group
Oklahoma
$214K -$1.93K -17 -0.9%
BO
1284
Bank OZK
Arkansas
$213K -$58.7K -517 -22%
HWM
1285
Hohimer Wealth Management
Washington
$213K – – –
PFO
1286
Pathstone Family Office
New Jersey
$211K -$26.5K -232 -11%
RPA
1287
Rock Point Advisors
Vermont
$211K +$211K +1,850 New
SFSG
1288
Sound Financial Strategies Group
Mississippi
$210K -$31.2M -274,457 -99%
NP
1289
NorthRock Partners
Minnesota
$209K -$11.2K -98 -5%
AFA
1290
American Financial Advisors
Georgia
$209K -$5.01K -44 -2%
APA
1291
Allegiant Private Advisors
Florida
$209K +$15.3K +135 +8%
HVM
1292
Harvest Volatility Management
Connecticut
$208K -$68.6K -602 -25%
MWM
1293
MBE Wealth Management
Wisconsin
$208K +$1.71K +15 +0.8%
VBFP
1294
Valtinson Bruner Financial Planning
Minnesota
$206K +$206K +1,794 New
AC
1295
Abbrea Capital
California
$206K +$206K +1,810 New
LS
1296
Leelyn Smith
Illinois
$205K -$4.68K -41 -2%
CC
1297
Copperleaf Capital
North Carolina
$205K – – –
RI
1298
Ridgewood Investments
New Jersey
$204K -$97.4K -854 -32%
SWA
1299
SFMG Wealth Advisors
Texas
$204K +$204K +1,794 New
AWM
1300
Atticus Wealth Management
Florida
$203K -$51.5K -453 -20%
50 51
52
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