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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 %
HMS
1476
Hanseatic Management Services
New Mexico
– -$2.09M -17,692 Closed
PR
1477
Payden & Rygel
California
– -$1.68M -14,172 Closed
AG
1478
AlphaSimPlex Group
Massachusetts
– -$1.57M -13,272 Closed
TPCM
1479
Three Peaks Capital Management
Colorado
– -$1.39M -11,775 Closed
LCH
1480
Lee Capital Holdings
New York
– -$1.38M -11,634 Closed
CAM
1481
Cozad Asset Management
Illinois
– -$1.26M -10,640 Closed
LWM
1482
Laidlaw Wealth Management
New York
– -$1.18M -9,996 Closed
RWM
1483
RBA Wealth Management
California
– -$1.11M -9,389 Closed
PWM
1484
PRW Wealth Management
Massachusetts
– -$1.08M -9,100 Closed
LAS
1485
Lloyd Advisory Services
Georgia
– -$1.04M -8,787 Closed
CBT
1486
Capital Bank & Trust
California
– -$990K -8,377 Closed
HT
1487
Heritage Trust
Oklahoma
– -$927K -7,836 Closed
PCP
1488
Proficio Capital Partners
Massachusetts
– -$892K -7,543 Closed
FIM
1489
Freedom Investment Management
Connecticut
– -$831K -7,030 Closed
GM
1490
GeoWealth Management
Illinois
– -$787K -6,648 Closed
NDSI
1491
Newman Dignan & Sheerar Inc
Rhode Island
– -$645 -5,460 Closed
FAM
1492
Formidable Asset Management
Ohio
– -$553K -4,685 Closed
BCM
1493
Breiter Capital Management
Florida
– -$538K -4,548 Closed
CSIC
1494
Clifford Swan Investment Counsel
California
– -$424K -3,584 Closed
I2I
1495
Insight 2811 Inc
Illinois
– -$404K -3,421 Closed
SWMP
1496
Signature Wealth Management Partners
New Jersey
– -$390K -3,302 Closed
GG
1497
GenWealth Group
New Jersey
– -$387K -3,275 Closed
Kovitz Investment Group Partners
1498
Kovitz Investment Group Partners
Illinois
– -$387K -3,273 Closed
LAM
1499
LifePro Asset Management
California
– -$368K -3,110 Closed
IFG
1500
Investors Financial Group
Minnesota
– -$366K -3,098 Closed
58 59
60
61 62