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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 %
FSC
251
Full Sail Capital
Oklahoma
$19.8M +$4.84M +41,149 +32%
AI
252
Atria Investments
North Carolina
$19.7M +$16.4M +138,823 +502%
CA
253
Cambridge Associates
Massachusetts
$19.6M -$7.69M -65,061 -28%
WT
254
Washington Trust
Rhode Island
$19.5M +$2.52M +21,294 +15%
CWM
255
Chesapeake Wealth Management
Virginia
$19.4M +$1.3M +10,988 +7%
CFB
256
Cullen/Frost Bankers
Texas
$19.3M +$857K +7,252 +5%
EIA
257
Edgemoor Investment Advisors
Maryland
$19.2M -$1.54M -13,065 -7%
Renaissance Technologies
258
Renaissance Technologies
New York
$19.2M +$13.7M +116,000 +251%
SPP
259
Single Point Partners
Massachusetts
$19M +$19M +160,939 New
SWM
260
Shakespeare Wealth Management
Wisconsin
$18.9M +$3.59M +30,413 +23%
FPCP
261
Fort Point Capital Partners
California
$18.9M +$1.7M +14,418 +10%
CCM
262
CWH Capital Management
Washington
$18.9M +$1.11M +9,352 +6%
SPIA
263
Strategic Point Investment Advisors
Rhode Island
$18.8M -$23K -196 -0.1%
FHC
264
Fort Henry Capital
West Virginia
$18.7M +$18.7M +158,582 New
LGWM
265
Litman Gregory Wealth Management
California
$18.7M +$803K +6,798 +4%
JWM
266
Janiczek Wealth Management
Colorado
$18.7M +$310K +2,627 +2%
WIC
267
Whitegate Investment Counselors
New Hampshire
$18.6M +$393K +3,323 +2%
TCPWM
268
Traverso Chambers Private Wealth Management
California
$18.6M +$238K +2,017 +1%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$18.5M -$57.7K -488 -0.3%
Natixis Advisors
270
Natixis Advisors
Massachusetts
$18.1M -$1.72M -14,562 -9%
GWM
271
Geneos Wealth Management
Colorado
$17.9M -$19M -167,815 -51%
MWM
272
Mascoma Wealth Management
New Hampshire
$17.9M +$17.9M +151,627 New
DP
273
DDD Partners
Washington
$17.7M +$17.7M +149,722 New
FA
274
FC Advisory
Pennsylvania
$17.5M +$94K +795 +0.5%
BB
275
Bell Bank
North Dakota
$17.4M +$1.04M +8,831 +6%
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