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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 %
ACG
1426
Allen Capital Group
Nebraska
$7K – – –
MA
1427
Montag & Associates
Georgia
$6K -$204K -1,700 -97%
MWA
1428
Moser Wealth Advisors
Washington
$6K +$6K +55 New
HWM
1429
HighMark Wealth Management
Minnesota
$5K +$109 +1 +2%
CPFP
1430
Clear Perspectives Financial Planning
Ohio
$4K – – –
TF
1431
Tompkins Financial
New York
$4K – – –
MAM
1432
McCarthy Asset Management
California
$4K – – –
HWA
1433
HHM Wealth Advisors
Tennessee
$4K +$4K +34 New
CWP
1434
Concord Wealth Partners
Virginia
$4K +$4K +38 New
FRA
1435
Front Row Advisors
California
$3K -$9.78K -88 -77%
CP
1436
Corbenic Partners
Pennsylvania
$3K – – –
MIM
1437
MTM Investment Management
South Carolina
$2K +$2K +17 New
MA
1438
MBA Advisors
Pennsylvania
$1.51K +$1.51K +13,262 New
MIH
1439
Meitav Investment House
Israel
$1.04K -$72 -632 -6%
FCB
1440
First Command Bank
Texas
$1K – – –
FCFS
1441
First Command Financial Services
Texas
$1K – – –
DAC
1442
Dividend Assets Capital
South Carolina
$1K – – –
AIA
1443
Armor Investment Advisors
North Carolina
$1K – – –
DWA
1444
Dougherty Wealth Advisers
Minnesota
$1K +$1K +13 New
1WM
1445
1900 Wealth Management
Texas
$849 -$5.39K -47,353 -86%
SWM
1446
Sugarloaf Wealth Management
Georgia
$244 -$7.46K -127,642 -97%
BBHC
1447
Brown Brothers Harriman & Co
New York
$171 – – –
FGAM
1448
Financial Gravity Asset Management
Texas
$16 -$4K -37 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1449
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$882M -7,460,000 Closed
TC
1450
Toews Corporation
New Jersey
– -$168M -1,423,419 Closed
56 57
58
59 60