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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
$1.66B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
Morgan Stanley
New York
$1.5B
4
MGB
Mass General Brigham
Massachusetts
$233M
5
TC
Toews Corporation
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1376
Lowe Wealth Advisors
Maryland
$35K -$96.9K -850 -73%
SA
1377
SRH Advisors
Kansas
$35K – – –
BWP
1378
Baldwin Wealth Partners
Massachusetts
$34K +$34K +302 New
HCC
1379
Hirtle Callaghan & Co
Pennsylvania
$33K -$34K – –
FA
1380
Faithward Advisors
Pennsylvania
$33K +$33K +288 New
ACM
1381
Allred Capital Management
Texas
$32.9K +$32.9K +289 New
AIM
1382
Anchor Investment Management
South Carolina
$31.1K -$12.7K -112 -29%
WAS
1383
Winch Advisory Services
Wisconsin
$31K – – –
IRC
1384
Investors Research Corp
Georgia
$31K – – –
WWM
1385
Wagner Wealth Management
South Carolina
$29K – – –
FFC
1386
First Financial Corp
Indiana
$28K – – –
PP
1387
Pacifica Partners
Canada
$28K – – –
BFC
1388
Bedel Financial Consulting
Indiana
$28K +$113 +1 +0.4%
AIA
1389
Arcadia Investment Advisors
Idaho
$27.2K – – –
SQA
1390
Simon Quick Advisors
New Jersey
$27K -$78.4K -688 -74%
YAL
1391
Your Advocates Ltd
Texas
$27K -$3.09K -27 -10%
TIM
1392
Tortoise Investment Management
New York
$27K +$5.03K +44 +23%
AIL
1393
AGF Investments LLC
Ontario, Canada
$25K -$19.7K -173 -44%
CPWM
1394
Cypress Point Wealth Management
Texas
$25K +$4.32K +38 +21%
ACA
1395
Aptus Capital Advisors
Alabama
$23K -$11.2K -97 -33%
AWM
1396
AllSquare Wealth Management
New York
$22K – – –
BFO
1397
Biltmore Family Office
North Carolina
$22K – – –
RP
1398
Rice Partnership
Hawaii
$21K -$47.1K -408 -69%
JAWM
1399
J. Arnold Wealth Management
Ohio
$21K – – –
FA
1400
Financial Advantage
Maryland
$21K +$21K +185 New
54 55
56
57 58