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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 %
ACP
1501
Ashfield Capital Partners
California
– -$355K -3,004 Closed
HF
1502
HRT Financial
New York
– -$350K -2,967 Closed
Brown Advisory
1503
Brown Advisory
Maryland
– -$337K -2,852 Closed
1CM
1504
1492 Capital Management
Wisconsin
– -$335K -2,833 Closed
CWM
1505
Connecticut Wealth Management
Connecticut
– -$324K -2,740 Closed
PWP
1506
Principle Wealth Partners
Connecticut
– -$319K -2,696 Closed
MCM
1507
Mengis Capital Management
Oregon
– -$276K -2,337 Closed
SEP
1508
Southland Equity Partners
Missouri
– -$265K -2,241 Closed
MSA
1509
Marino Stram & Associates
Massachusetts
– -$262K -2,216 Closed
IA
1510
Insight Advisors
Pennsylvania
– -$253K -2,144 Closed
JMF
1511
Johnson Midwest Financial
Iowa
– -$242K -2,044 Closed
VFM
1512
Vivid Financial Management
California
– -$241K -2,036 Closed
RWG
1513
Ratio Wealth Group
Colorado
– -$240K -2,033 Closed
CDIA
1514
Capital Directions Investment Advisors
Georgia
– -$238K -2,012 Closed
CI
1515
Cavalier Investments
Georgia
– -$234K -1,976 Closed
WAAG
1516
Wealth Alliance Advisory Group
Kansas
– -$230K -1,942 Closed
FLI
1517
Family Legacy Inc
South Carolina
– -$222K -1,879 Closed
PCMC
1518
Private Capital Management (Colorado)
Colorado
– -$221K -1,870 Closed
CFO
1519
Collective Family Office
Pennsylvania
– -$216K -1,825 Closed
CCA
1520
Clearwater Capital Advisors
Illinois
– -$215K -1,821 Closed
SIC
1521
Samalin Investment Counsel
New York
– -$211K -1,784 Closed
FPCG
1522
Fort Pitt Capital Group
Pennsylvania
– -$211K -1,782 Closed
RWM
1523
Reston Wealth Management
Virginia
– -$210K -1,779 Closed
BJ
1524
Brouwer & Janachowski
California
– -$210K -1,778 Closed
SCM
1525
Silvant Capital Management
Georgia
– -$206K -1,747 Closed
59 60
61
62 63