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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 %
PA
176
Parallel Advisors
California
$30.2M +$997K +8,762 +3%
CCP
177
Cardan Capital Partners
Colorado
$30M +$2.75M +24,139 +10%
GSWM
178
Golden State Wealth Management
California
$29.9M -$45.4K -399 -0.2%
MA
179
MUFG Americas
New York
$29.9M +$1.72M +15,075 +6%
RJT
180
Raymond James Trust
Florida
$29.8M +$2.61M +22,940 +10%
RPG
181
Resource Planning Group
Georgia
$29.4M +$4.52M +39,740 +18%
William Blair & Company
182
William Blair & Company
Illinois
$29.2M -$6.78M -59,571 -19%
CBT
183
Central Bank & Trust
Kentucky
$29.1M -$8.78M -77,094 -23%
VFA
184
Valeo Financial Advisors
Indiana
$29M -$4.78K -42 -0%
SAG
185
Spotlight Asset Group
Illinois
$29M -$2.83M -24,825 -9%
WANY
186
Wealthspire Advisors (New York)
New York
$28.8M -$2.29M -20,075 -7%
SWP
187
Summit Wealth Partners
Florida
$28.8M +$1.94M +17,052 +7%
BWM
188
BerganKDV Wealth Management
Minnesota
$28.8M +$2.86M +25,117 +11%
WB
189
WesBanco Bank
West Virginia
$28M +$28M +245,641 New
ANB
190
Amarillo National Bank
Texas
$27.9M -$2.33M -20,449 -8%
FCIM
191
Fairview Capital Investment Management
California
$27.9M -$971K -8,531 -3%
MA
192
Mutual Advisors
Nebraska
$27.9M +$630K +5,534 +2%
FAT
193
First American Trust
California
$27.8M -$504K -4,425 -2%
DWM
194
Doyle Wealth Management
Florida
$27.6M +$2.76M +24,267 +11%
RC
195
Rinet Company
Massachusetts
$27.6M +$4.83M +42,420 +21%
VWA
196
Visionary Wealth Advisors
Illinois
$27.2M -$2.41M -21,216 -8%
KP
197
Keel Point
Alabama
$26.7M -$5.21M -45,780 -16%
VC
198
Vicus Capital
Pennsylvania
$26.2M +$2.46M +21,652 +10%
CM
199
Cornerstone Management
Georgia
$26.2M +$1.24M +10,906 +5%
KCM
200
Karp Capital Management
California
$26.1M +$5.98M +52,496 +30%
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