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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
1
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
3
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
5
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.5B
4
MGB
4
Mass General Brigham
Massachusetts
$233M
5
TC
5
Toews Corporation
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cambridge Associates
Massachusetts
$36.9M +$18M +157,999 +95%
CG
152
Colony Group
Massachusetts
$36.3M -$990K -8,699 -3%
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$36M +$1.56M +13,690 +5%
CFG
154
Compton Financial Group
Maryland
$35.9M +$2.28M +20,002 +7%
RA
155
Rational Advisors
New York
$35.8M +$35.8M +314,283 New
QFA
156
Quattro Financial Advisors
Texas
$35.1M -$3.97M -34,686 -10%
RWM
157
Ritholtz Wealth Management
New York
$34.7M +$8.37M +73,488 +32%
Fisher Asset Management
158
Fisher Asset Management
Washington
$34.5M -$21.4M -187,985 -38%
EGWAG
159
Elwood & Goetz Wealth Advisory Group
Georgia
$34.3M +$5.71M +50,205 +20%
JWA
160
JFS Wealth Advisors
Pennsylvania
$33.6M +$2.14M +18,805 +7%
Boston Partners
161
Boston Partners
Massachusetts
$33.1M -$30.7M – –
SPC
162
Sigma Planning Corp
Michigan
$32.8M -$7.38M -64,807 -18%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$32.5M +$8.74M +76,779 +37%
MAFM
164
Mid Atlantic Financial Management
Pennsylvania
$32.2M +$3.14M +27,589 +11%
CA
165
Cetera Advisors
Colorado
$31.8M +$1.11M +9,755 +4%
HCM
166
Howard Capital Management
Georgia
$31.8M +$3.49M +30,492 +12%
NA
167
NewEdge Advisors
Louisiana
$31.8M +$1.61M +14,156 +5%
BBA
168
BLB&B Advisors
Pennsylvania
$31.5M +$4.76M +41,826 +18%
BF
169
BOK Financial
Oklahoma
$31.4M +$187K +1,647 +0.6%
EBT
170
Enterprise Bank & Trust
Massachusetts
$31.1M +$40.5K +356 +0.1%
FA
171
FDx Advisors
Illinois
$31.1M +$1.43M +12,550 +5%
EPP
172
ETF Portfolio Partners
Kansas
$30.9M +$1.95M +17,111 +7%
TCM
173
Towercrest Capital Management
Pennsylvania
$30.9M +$2.51M +22,055 +9%
PAG
174
Private Advisor Group
New Jersey
$30.4M -$957K -8,406 -3%
SPIA
175
Steward Partners Investment Advisory
New York
$30.3M -$1.01M -8,859 -3%
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