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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,447 hedge funds and large institutions have $65.3B invested in iShares Core US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 667 increasing their positions, 427 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+152
Holders Change %
+11.74%
% of All Funds
25.67%
Holding in Top 10
294
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+3.16%
% of All Funds
5.22%
New
234
Increased
667
Reduced
427
Closed
60
Calls
$73.4M
Puts
$257M
Net Calls
-$183M
Net Calls Change
-$158M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$846M
2
Morgan Stanley
Morgan Stanley
New York
+$608M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$522M
4
BlackRock
BlackRock
New York
+$503M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$325M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.34B
2
Jane Street
Jane Street
New York
-$404M
3
Bank of America
Bank of America
North Carolina
-$380M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$177M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$23.9M +$2.74M +23,190 +13%
EGA
227
E&G Advisors
Texas
$23.7M +$187K +1,583 +0.8%
RC
228
Rinet Company
Massachusetts
$23.6M +$7.43M +62,840 +46%
FHA
229
First Horizon Advisors
Tennessee
$23.5M -$2.8M -23,716 -11%
CB
230
Commerce Bank
Missouri
$23.5M -$3.38M -28,638 -13%
G
231
Gainplan
Michigan
$22.9M -$4.42M -37,438 -16%
RBA
232
Richard Bernstein Advisors
New York
$22.8M +$22.8M +192,781 New
AA
233
Alesco Advisors
New York
$22.5M -$211K -1,787 -0.9%
FI
234
FormulaFolio Investments
Michigan
$22.5M +$7.02M +59,419 +45%
VHAM
235
Van Hulzen Asset Management
California
$22.4M -$4.31M -36,492 -16%
MFM
236
Mirsky Financial Management
New York
$21.8M +$3.04M +25,695 +16%
VCM
237
Virtue Capital Management
Tennessee
$21.5M +$3.48M +29,470 +19%
NAM
238
NorthCoast Asset Management
Connecticut
$21.2M +$2.43M +20,529 +13%
WB
239
Webster Bank
Connecticut
$21.1M +$3.81M +32,198 +22%
KCM
240
Karp Capital Management
California
$20.9M -$271K -2,294 -1%
CFGS
241
Concourse Financial Group Securities
Alabama
$20.9M -$95.1K -805 -0.5%
PL
242
Protective Life
Alabama
$20.7M – – –
OPS
243
Orion Portfolio Solutions
Nebraska
$20.5M +$239K +2,022 +1%
FA
244
Freestate Advisors
Kansas
$20.4M -$10.2M -85,892 -33%
VCM
245
Verger Capital Management
North Carolina
$20.4M +$437K +3,698 +2%
LFS
246
Legacy Financial Strategies
Kansas
$20.2M +$335K +2,831 +2%
ECG
247
Edge Capital Group
Georgia
$20.1M +$2.06M +17,462 +11%
GGS
248
Galvin Gaustad & Stein
Arizona
$20.1M +$20.1M +169,850 New
Deutsche Bank
249
Deutsche Bank
Germany
$20.1M -$54M -456,714 -73%
PFS
250
Prospera Financial Services
Texas
$20M +$19.6M +165,470 +4,231%
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