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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
XSC
1476
X-Square Capital
Puerto Rico
-$2.58M -21,783 Closed
RA
1477
RiverTree Advisors
Florida
-$2.37M -20,053 Closed
CRWM
1478
Castle Rock Wealth Management
California
-$2.27M -19,388 Closed
FFWA
1479
FRG Family Wealth Advisors
Washington
-$2.21M -18,700 Closed
VWM
1480
Venturi Wealth Management
Texas
-$2.11M -17,840 Closed
HMS
1481
Hanseatic Management Services
New Mexico
-$2.09M -17,692 Closed
PR
1482
Payden & Rygel
California
-$1.68M -14,172 Closed
AG
1483
AlphaSimPlex Group
Massachusetts
-$1.57M -13,272 Closed
TPCM
1484
Three Peaks Capital Management
Colorado
-$1.39M -11,775 Closed
LCH
1485
Lee Capital Holdings
New York
-$1.38M -11,634 Closed
CAM
1486
Cozad Asset Management
Illinois
-$1.26M -10,640 Closed
LWM
1487
Laidlaw Wealth Management
New York
-$1.18M -9,996 Closed
RWM
1488
RBA Wealth Management
California
-$1.11M -9,389 Closed
PWM
1489
PRW Wealth Management
Massachusetts
-$1.08M -9,100 Closed
LAS
1490
Lloyd Advisory Services
Georgia
-$1.04M -8,787 Closed
CBT
1491
Capital Bank & Trust
California
-$990K -8,377 Closed
HT
1492
Heritage Trust
Oklahoma
-$927K -7,836 Closed
PCP
1493
Proficio Capital Partners
Massachusetts
-$892K -7,543 Closed
FIM
1494
Freedom Investment Management
Connecticut
-$831K -7,030 Closed
GM
1495
GeoWealth Management
Illinois
-$787K -6,648 Closed
NDSI
1496
Newman Dignan & Sheerar Inc
Rhode Island
-$645 -5,460 Closed
FAM
1497
Formidable Asset Management
Ohio
-$553K -4,685 Closed
BCM
1498
Breiter Capital Management
Florida
-$538K -4,548 Closed
CSIC
1499
Clifford Swan Investment Counsel
California
-$424K -3,584 Closed
I2I
1500
Insight 2811 Inc
Illinois
-$404K -3,421 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.