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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 %
CT
201
Cambridge Trust
Massachusetts
$26M +$26M +228,598 New
AW
202
Avion Wealth
Texas
$26M -$5.9M -51,824 -18%
EIG
203
Ellenbecker Investment Group
Wisconsin
$25.8M -$1.52M -13,325 -6%
VHAM
204
Van Hulzen Asset Management
California
$25.6M +$4.03M +35,373 +19%
PSUF
205
People's United Financial
Connecticut
$25.5M +$655K +5,756 +3%
FHA
206
First Horizon Advisors
Tennessee
$25.5M +$2.84M +24,945 +13%
HCA
207
Heck Capital Advisors
Wisconsin
$25.4M -$65.9K -579 -0.3%
BOH
208
Bank of Hawaii
Hawaii
$25.3M +$11.7M +102,479 +85%
SHGA
209
Sand Hill Global Advisors
California
$25.3M -$61.5K -540 -0.2%
EH
210
Equitable Holdings
New York
$24.8M +$483K +4,240 +2%
SFC
211
SYM Financial Corp
Indiana
$24.6M +$24.3M +213,185 +7,887%
MWP
212
Madison Wealth Partners
Wisconsin
$24.4M -$172K -1,456 -0.7%
MTC
213
Matrix Trust Company
Colorado
$24.4M -$29K -255 -0.1%
GM
214
Granger Management
New York
$24.3M – – –
IWC
215
Integrated Wealth Concepts
Massachusetts
$23.8M -$1.48M -12,966 -6%
SMM
216
Stadion Money Management
Georgia
$23.8M +$739K +6,493 +3%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$23.4M +$372K +3,267 +2%
RIM
218
Redwood Investment Management
Arizona
$23.4M -$144K -1,261 -0.6%
JHCM
219
Juniper Hill Capital Management
California
$23M -$14.5M -127,805 -39%
AI
220
Atria Investments
North Carolina
$22.8M +$3.81M +33,501 +20%
MFM
221
Mirsky Financial Management
New York
$22.7M +$1.68M +14,766 +8%
EGA
222
E&G Advisors
Texas
$22.6M -$225K -1,975 -1%
CB
223
Commerce Bank
Missouri
$22.3M -$291K -2,554 -1%
DW
224
Domani Wealth
Pennsylvania
$22.2M -$8.21M -72,092 -27%
AA
225
Alesco Advisors
New York
$22.2M +$475K +4,169 +2%
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