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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
SWMP
1501
Signature Wealth Management Partners
New Jersey
-$390K -3,302 Closed
GG
1502
GenWealth Group
New Jersey
-$387K -3,275 Closed
Kovitz Investment Group Partners
1503
Kovitz Investment Group Partners
Illinois
-$387K -3,273 Closed
LAM
1504
LifePro Asset Management
California
-$368K -3,110 Closed
IFG
1505
Investors Financial Group
Minnesota
-$366K -3,098 Closed
ACP
1506
Ashfield Capital Partners
California
-$355K -3,004 Closed
HF
1507
HRT Financial
New York
-$350K -2,967 Closed
Brown Advisory
1508
Brown Advisory
Maryland
-$337K -2,852 Closed
1CM
1509
1492 Capital Management
Wisconsin
-$335K -2,833 Closed
CWM
1510
Connecticut Wealth Management
Connecticut
-$324K -2,740 Closed
PWP
1511
Principle Wealth Partners
Connecticut
-$319K -2,696 Closed
MCM
1512
Mengis Capital Management
Oregon
-$276K -2,337 Closed
SEP
1513
Southland Equity Partners
Missouri
-$265K -2,241 Closed
MSA
1514
Marino Stram & Associates
Massachusetts
-$262K -2,216 Closed
IA
1515
Insight Advisors
Pennsylvania
-$253K -2,144 Closed
JMF
1516
Johnson Midwest Financial
Iowa
-$242K -2,044 Closed
VFM
1517
Vivid Financial Management
California
-$241K -2,036 Closed
RWG
1518
Ratio Wealth Group
Colorado
-$240K -2,033 Closed
CDIA
1519
Capital Directions Investment Advisors
Georgia
-$238K -2,012 Closed
CI
1520
Cavalier Investments
Georgia
-$234K -1,976 Closed
WAAG
1521
Wealth Alliance Advisory Group
Kansas
-$230K -1,942 Closed
FLI
1522
Family Legacy Inc
South Carolina
-$222K -1,879 Closed
PCMC
1523
Private Capital Management (Colorado)
Colorado
-$221K -1,870 Closed
CFO
1524
Collective Family Office
Pennsylvania
-$216K -1,825 Closed
CCA
1525
Clearwater Capital Advisors
Illinois
-$215K -1,821 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.