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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 %
WG
1526
Welch Group
Alabama
– -$206K -1,740 Closed
GCA
1527
Guardian Capital Advisors
Ontario, Canada
– -$204K -1,730 Closed
APCM
1528
Alaska Permanent Capital Management
Alaska
– -$203K -1,715 Closed
GC
1529
Grace Capital
Massachusetts
– -$201K -1,698 Closed
SMA
1530
Sage Mountain Advisors
Georgia
– -$172K -1,458 Closed
APC
1531
Asset Planning Corporation
Tennessee
– -$99K -840 Closed
CCM
1532
Covington Capital Management
California
– -$95K -800 Closed
BWA
1533
Burt Wealth Advisors
Maryland
– -$74K -629 Closed
D
1534
Diversified
Delaware
– -$66K -566 Closed
FP
1535
Fiduciary Planning
Florida
– -$57K -478 Closed
MCM
1536
McMillion Capital Management
North Carolina
– -$54K -460 Closed
TIAM2
1537
Tru Independence Asset Management 2
Oregon
– -$51K -434 Closed
BWM
1538
Birchcreek Wealth Management
Ohio
– -$47K -406 Closed
CL
1539
COWA LLC
Oklahoma
– -$42K -355 Closed
DOA
1540
D'Orazio & Associates
Virginia
– -$39K -328 Closed
PAIM
1541
Punch & Associates Investment Management
Minnesota
– -$34K -285 Closed
SWM
1542
Selective Wealth Management
Virginia
– -$31K -266 Closed
CWM
1543
Curi Wealth Management
North Carolina
– -$30K -256 Closed
DWM
1544
Defined Wealth Management
Oregon
– -$28K -238 Closed
TC
1545
Truvestments Capital
Florida
– -$24K -211 Closed
MIM
1546
Merrion Investment Management
New Jersey
– -$22K -185 Closed
WLPWM
1547
Walled Lake Planning & Wealth Management
Illinois
– -$15K -131 Closed
OIM
1548
Oder Investment Management
California
– -$9K -75 Closed
CCM
1549
Cribstone Capital Management
Maine
– -$8K -65 Closed
CB
1550
CNB Bank
Pennsylvania
– -$7K -63 Closed
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