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iShares Core US Aggregate Bond ETF

1,446 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, 612 increasing their positions, 565 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $8.73M

8% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 565

6% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 110

0.83% more ownership

Funds ownership: 77.87%78.7% (+0.83%)

0% more capital invested

Capital invested by funds: $65.4B → $65.5B (+$149M)

0% less funds holding

Funds holding: 1,4521,446 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295275 (-20)

Holders
1,446
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.39%
Holding in Top 10
275
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-6.78%
% of All Funds
4.83%
New
117
Increased
612
Reduced
565
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1451
Sugarloaf Wealth Management
Georgia
$244 -$14.8M -127,642 -97%
BBHC
1452
Brown Brothers Harriman & Co
New York
$171
FGAM
1453
Financial Gravity Asset Management
Texas
$16 -$4.28K -37 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1454
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$882M -7,460,000 Closed
TC
1455
Toews Corporation
New Jersey
-$168M -1,423,419 Closed
Nisa Investment Advisors
1456
Nisa Investment Advisors
Missouri
-$40M -338,507 Closed
OFG
1457
OTA Financial Group
New York
-$29.1M -246,554 Closed
USAA
1458
United Services Automobile Association
Texas
-$25.7M -228,012 Closed
SEI Investments
1459
SEI Investments
Pennsylvania
-$25.3M -214,000 Closed
FA
1460
Freestate Advisors
Kansas
-$20.4M -172,746 Closed
Renaissance Technologies
1461
Renaissance Technologies
New York
-$19.2M -162,300 Closed
ST
1462
Sentinel Trust
Texas
-$14.4M -121,710 Closed
MCA
1463
Magnolia Capital Advisors
Mississippi
-$7.64M -64,677 Closed
EAM
1464
Eagle Asset Management
Florida
-$6.97M -58,960 Closed
ACI
1465
Alpha Cubed Investments
California
-$6.55M -55,463 Closed
CFS
1466
Cannon Financial Strategists
Georgia
-$6.44M -54,476 Closed
RWP
1467
Reliant Wealth Planning
Kentucky
-$6.3M -53,323 Closed
CRC
1468
Curi RMB Capital
Illinois
-$5.53M -46,781 Closed
CCM
1469
Context Capital Management
California
-$4.92M -41,600 Closed
CCFM
1470
Clear Creek Financial Management
Washington
-$4.27M -36,124 Closed
DT
1471
Daniels + Tansey
Delaware
-$3.36M -28,578 Closed
RIA
1472
Regal Investment Advisors
Michigan
-$3.22M -27,270 Closed
TA
1473
Townsend & Associates
Colorado
-$3.12M -26,400 Closed
SWG
1474
Summit Wealth Group
Vermont
-$2.85M -24,091 Closed
HIC
1475
Holderness Investments Company
North Carolina
-$2.83M -23,990 Closed

AGG Hedge Fund Activity: Q1 2021 in Review

1,446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2021, worth a combined $65.5B — up 0.23% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AGG positions and 110 closed out — a net gain of 7 holders — while 612 added to existing stakes and 565 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $754M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $882M sold.

  • 1,446 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,452 in Q4 2020.
  • Funds reported $65.5B of iShares Core US Aggregate Bond ETF stock for Q1 2021, up 0.23% quarter-over-quarter.
  • 117 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2021 and 110 closed out, a net change of +7 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $754M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $882M sold.

Based on aggregated 13F filings for Q1 2021.