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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
CA
151
Cambridge Associates
Massachusetts
$36.9M +$18.3M +157,999 +95%
CG
152
Colony Group
Massachusetts
$36.3M -$1.01M -8,699 -3%
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$36M +$1.59M +13,690 +5%
CFG
154
Compton Financial Group
Maryland
$35.9M +$2.32M +20,002 +7%
RA
155
Rational Advisors
New York
$35.8M +$36.4M +314,283 New
QFA
156
Quattro Financial Advisors
Texas
$35.1M -$4.02M -34,686 -10%
RWM
157
Ritholtz Wealth Management
New York
$34.7M +$8.51M +73,488 +32%
Fisher Asset Management
158
Fisher Asset Management
Washington
$34.5M -$21.8M -187,985 -38%
EGWAG
159
Elwood & Goetz Wealth Advisory Group
Georgia
$34.3M +$5.81M +50,205 +20%
JWA
160
JFS Wealth Advisors
Pennsylvania
$33.6M +$2.18M +18,805 +7%
Boston Partners
161
Boston Partners
Massachusetts
$33.1M
SPC
162
Sigma Planning Corp
Michigan
$32.8M -$7.5M -64,807 -18%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$32.5M +$8.89M +76,779 +37%
MAFM
164
Mid Atlantic Financial Management
Pennsylvania
$32.2M +$3.19M +27,589 +11%
CA
165
Cetera Advisors
Colorado
$31.8M +$1.13M +9,755 +4%
HCM
166
Howard Capital Management
Georgia
$31.8M +$3.53M +30,492 +12%
NA
167
NewEdge Advisors
Louisiana
$31.8M +$1.64M +14,156 +5%
BBA
168
BLB&B Advisors
Pennsylvania
$31.5M +$4.84M +41,826 +18%
BF
169
BOK Financial
Oklahoma
$31.4M +$191K +1,647 +0.6%
EBT
170
Enterprise Bank & Trust
Massachusetts
$31.1M +$41.2K +356 +0.1%
FA
171
FDx Advisors
Illinois
$31.1M +$1.45M +12,550 +5%
EPP
172
ETF Portfolio Partners
Kansas
$30.9M +$1.98M +17,111 +7%
TCM
173
Towercrest Capital Management
Pennsylvania
$30.9M +$2.55M +22,055 +9%
PAG
174
Private Advisor Group
New Jersey
$30.4M -$973K -8,406 -3%
SPIA
175
Steward Partners Investment Advisory
New York
$30.3M -$1.03M -8,859 -3%

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.