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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 %
FFA
1326
Founders Financial Alliance
North Carolina
$117K -$5.1K -45 -4%
RIM
1327
Rockbridge Investment Management
New York
$117K – – –
JAM
1328
JCIC Asset Management
Ontario, Canada
$109K -$39.7K -350 -27%
CWA
1329
Clearview Wealth Advisors
Oregon
$107K +$343 +3 +0.3%
Bessemer Group
1330
Bessemer Group
New Jersey
$105K -$53.9K -475 -34%
JCM
1331
Jacobi Capital Management
Pennsylvania
$105K +$227 +2 +0.2%
PP
1332
PrairieView Partners
Minnesota
$104K +$48.5K +424 +87%
FDCDDQ
1333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K -$135K -1,190 -57%
MIM
1334
Macroview Investment Management
Maryland
$101K +$32.4K +283 +47%
SFPG
1335
Stonebridge Financial Planning Group
Florida
$98K -$4.44K -39 -4%
RDFA
1336
Ritter Daniher Financial Advisory
Ohio
$98K – – –
GIA
1337
Goodwin Investment Advisory
Georgia
$97K – – –
SCA
1338
Stonebridge Capital Advisors
Minnesota
$94K +$94K +822 New
HPC
1339
HM Payson & Co
Maine
$93K -$158K -1,390 -63%
HDIM
1340
Hanson & Doremus Investment Management
Vermont
$93K -$56.1K -493 -38%
TFA
1341
Toth Financial Advisory
Virginia
$92K -$38K -335 -29%
EWM
1342
Elmwood Wealth Management
California
$91K +$91K +797 New
GWS
1343
Glassman Wealth Services
Virginia
$88K -$51.9K -458 -37%
SNT
1344
Security National Trust
West Virginia
$88K +$58.2K +511 +195%
NFSG
1345
Newbridge Financial Services Group
Florida
$88K +$83.8K +738 +1,995%
HS
1346
Horan Securities
United States
$87K -$42.4K -373 -33%
MPWT
1347
MassMutual Private Wealth & Trust
Connecticut
$85K -$562K -4,961 -87%
GI
1348
Gradient Investments
Minnesota
$83K -$81.6K -714 -50%
AWA
1349
Artemis Wealth Advisors
New York
$82.9K +$228 +2 +0.3%
SSB
1350
Sandy Spring Bank
Maryland
$82K – – –
52 53
54
55 56