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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.

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
TC
4
Toews Corporation
New Jersey
$0
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$7.3B 64,073,804 +5,687,259 +10%
Wells Fargo
2
Wells Fargo
California
$5.77B 50,677,576 -83,672 -0.2%
BlackRock
3
BlackRock
New York
$3.86B 33,900,731 +2,813,799 +9%
RJA
4
Raymond James & Associates
Florida
$3.39B 29,794,582 +2,042,910 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.95B 25,892,827 +2,872,256 +12%
Bank of America
6
Bank of America
North Carolina
$2.89B 25,380,917 +4,877,973 +24%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.11B 17,832,594 – –
Creative Planning
8
Creative Planning
Kansas
$1.91B 16,793,249 +386,456 +2%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.8B 15,807,857 +992,169 +7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.66B 14,612,631 +6,507,658 +80%
Morgan Stanley
11
Morgan Stanley
New York
$1.5B 13,197,334 -1,966,741 -13%
US Bancorp
12
US Bancorp
Minnesota
$1.32B 11,626,910 +582,444 +5%
Ameriprise
13
Ameriprise
Minnesota
$992M 8,684,283 -643,615 -7%
UCFA
14
United Capital Financial Advisors
Texas
$689M 6,051,346 +1,251,802 +26%
LPL Financial
15
LPL Financial
California
$665M 5,845,653 -299,710 -5%
Betterment LLC
16
Betterment LLC
New York
$657M 5,774,405 +890,577 +18%
NA
17
NextCapital Advisers
Illinois
$639M 5,615,156 +632,613 +13%
UBS Group
18
UBS Group
Switzerland
$570M 5,010,546 -256,429 -5%
AA
19
Acorns Advisers
California
$557M 4,894,939 +755,651 +18%
Goldman Sachs
20
Goldman Sachs
New York
$554M 4,867,503 -1,166,998 -19%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$509M 4,470,437 +207,018 +5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$503M 4,422,247 +113,272 +3%
WI
23
WealthNavi Inc
Japan
$472M 4,142,292 +723,157 +21%
TF
24
TIAA FSB
Florida
$447M 3,929,155 +272,055 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$431M 3,780,774 +188,556 +5%
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