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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 %
Nisa Investment Advisors
1451
Nisa Investment Advisors
Missouri
– -$40M -338,507 Closed
OFG
1452
OTA Financial Group
New York
– -$29.1M -246,554 Closed
USAA
1453
United Services Automobile Association
Texas
– -$25.7M -228,012 Closed
SEI Investments
1454
SEI Investments
Pennsylvania
– -$25.3M -214,000 Closed
FA
1455
Freestate Advisors
Kansas
– -$20.4M -172,746 Closed
Renaissance Technologies
1456
Renaissance Technologies
New York
– -$19.2M -162,300 Closed
ST
1457
Sentinel Trust
Texas
– -$14.4M -121,710 Closed
MCA
1458
Magnolia Capital Advisors
Mississippi
– -$7.64M -64,677 Closed
EAM
1459
Eagle Asset Management
Florida
– -$6.97M -58,960 Closed
ACI
1460
Alpha Cubed Investments
California
– -$6.56M -55,463 Closed
CFS
1461
Cannon Financial Strategists
Georgia
– -$6.44M -54,476 Closed
RWP
1462
Reliant Wealth Planning
Kentucky
– -$6.3M -53,323 Closed
CRC
1463
Curi RMB Capital
Illinois
– -$5.53M -46,781 Closed
CCM
1464
Context Capital Management
California
– -$4.92M -41,600 Closed
CCFM
1465
Clear Creek Financial Management
Washington
– -$4.27M -36,124 Closed
DT
1466
Daniels + Tansey
Delaware
– -$3.36M -28,578 Closed
RIA
1467
Regal Investment Advisors
Michigan
– -$3.22M -27,270 Closed
TA
1468
Townsend & Associates
Colorado
– -$3.12M -26,400 Closed
SWG
1469
Summit Wealth Group
Vermont
– -$2.85M -24,091 Closed
HIC
1470
Holderness Investments Company
North Carolina
– -$2.84M -23,990 Closed
XSC
1471
X-Square Capital
Puerto Rico
– -$2.58M -21,783 Closed
RA
1472
RiverTree Advisors
Florida
– -$2.37M -20,053 Closed
CRWM
1473
Castle Rock Wealth Management
California
– -$2.27M -19,388 Closed
FFWA
1474
FRG Family Wealth Advisors
Washington
– -$2.21M -18,700 Closed
VWM
1475
Venturi Wealth Management
Texas
– -$2.11M -17,840 Closed
57 58
59
60 61