We are live on ! Find out more
AGG icon

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
SIC
1526
Samalin Investment Counsel
New York
-$211K -1,784 Closed
FPCG
1527
Fort Pitt Capital Group
Pennsylvania
-$211K -1,782 Closed
RWM
1528
Reston Wealth Management
Virginia
-$210K -1,779 Closed
BJ
1529
Brouwer & Janachowski
California
-$210K -1,778 Closed
SCM
1530
Silvant Capital Management
Georgia
-$206K -1,747 Closed
WG
1531
Welch Group
Alabama
-$206K -1,740 Closed
GCAC
1532
Guardian Capital Advisors (Canada)
Ontario, Canada
-$204K -1,730 Closed
APCM
1533
Alaska Permanent Capital Management
Alaska
-$203K -1,715 Closed
GC
1534
Grace Capital
Massachusetts
-$201K -1,698 Closed
SMA
1535
Sage Mountain Advisors
Georgia
-$172K -1,458 Closed
APC
1536
Asset Planning Corporation
Tennessee
-$99K -840 Closed
CCM
1537
Covington Capital Management
California
-$95K -800 Closed
BWA
1538
Burt Wealth Advisors
Maryland
-$74K -629 Closed
D
1539
Diversified
Delaware
-$66K -566 Closed
FP
1540
Fiduciary Planning
Florida
-$57K -478 Closed
MCM
1541
McMillion Capital Management
North Carolina
-$54K -460 Closed
TIAM2
1542
Tru Independence Asset Management 2
Oregon
-$51K -434 Closed
BWM
1543
Birchcreek Wealth Management
Ohio
-$47K -406 Closed
CL
1544
COWA LLC
Oklahoma
-$42K -355 Closed
DOA
1545
D'Orazio & Associates
Virginia
-$39K -328 Closed
PAIM
1546
Punch & Associates Investment Management
Minnesota
-$34K -285 Closed
SWM
1547
Selective Wealth Management
Virginia
-$31K -266 Closed
CWM
1548
Curi Wealth Management
North Carolina
-$30K -256 Closed
DWM
1549
Defined Wealth Management
Oregon
-$28K -238 Closed
TC
1550
Truvestments Capital
Florida
-$24K -211 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.