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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
PA
176
Parallel Advisors
California
$30.2M +$1.01M +8,762 +3%
CCP
177
Cardan Capital Partners
Colorado
$30M +$2.8M +24,139 +10%
GSWM
178
Golden State Wealth Management
California
$29.9M -$46.2K -399 -0.2%
MA
179
MUFG Americas
New York
$29.9M +$1.75M +15,075 +6%
RJT
180
Raymond James Trust
Florida
$29.8M +$2.66M +22,940 +10%
RPG
181
Resource Planning Group
Georgia
$29.4M +$4.6M +39,740 +18%
William Blair & Company
182
William Blair & Company
Illinois
$29.2M -$6.9M -59,571 -19%
CBT
183
Central Bank & Trust
Kentucky
$29.1M -$8.93M -77,094 -23%
VFA
184
Valeo Financial Advisors
Indiana
$29M -$4.86K -42 -0%
SAG
185
Spotlight Asset Group
Illinois
$29M -$2.87M -24,825 -9%
WANY
186
Wealthspire Advisors (New York)
New York
$28.8M -$2.32M -20,075 -7%
SWP
187
Summit Wealth Partners
Florida
$28.8M +$1.97M +17,052 +7%
BWM
188
BerganKDV Wealth Management
Minnesota
$28.8M +$2.91M +25,117 +11%
WB
189
WesBanco Bank
West Virginia
$28M +$28.4M +245,641 New
ANB
190
Amarillo National Bank
Texas
$27.9M -$2.37M -20,449 -8%
FCIM
191
Fairview Capital Investment Management
California
$27.9M -$988K -8,531 -3%
MA
192
Mutual Advisors
Nebraska
$27.9M +$641K +5,534 +2%
FAT
193
First American Trust
California
$27.8M -$512K -4,425 -2%
DWM
194
Doyle Wealth Management
Florida
$27.6M +$2.81M +24,267 +11%
RC
195
Rinet Company
Massachusetts
$27.6M +$4.91M +42,420 +21%
VWA
196
Visionary Wealth Advisors
Illinois
$27.2M -$2.46M -21,216 -8%
KP
197
Keel Point
Alabama
$26.7M -$5.3M -45,780 -16%
VC
198
Vicus Capital
Pennsylvania
$26.2M +$2.51M +21,652 +10%
CM
199
Cornerstone Management
Georgia
$26.2M +$1.26M +10,906 +5%
KCM
200
Karp Capital Management
California
$26.1M +$6.08M +52,496 +30%

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.