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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 %
PA
276
Parkside Advisors
California
$17.3M +$3.84M +32,471 +29%
CWG
277
Cornerstone Wealth Group
North Carolina
$17.3M -$25.5M -216,140 -60%
W
278
WealthStone
Ohio
$17.1M +$1.11M +9,421 +7%
PIM
279
Penobscot Investment Management
Massachusetts
$17M +$3.15M +26,657 +23%
Millennium Management
280
Millennium Management
New York
$17M +$16.1M +136,164 +1,749%
AllianceBernstein
281
AllianceBernstein
Tennessee
$16.9M +$1.1M +9,346 +7%
VOYA Investment Management
282
VOYA Investment Management
Georgia
$16.4M +$5.84M +49,434 +55%
AF
283
Arrow Financial
New York
$16M -$380K -3,214 -2%
EWA
284
EP Wealth Advisors
California
$16M +$12M +101,142 +295%
DC
285
Derby & Company
Massachusetts
$16M +$1.94M +16,452 +14%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$16M -$23.3M -197,268 -59%
SHWM
287
Smith & Howard Wealth Management
Georgia
$15.9M +$1.42M +12,036 +10%
CCM
288
Crabel Capital Management
California
$15.8M +$15.4M +130,056 +3,638%
CTA
289
Chesley Taft & Associates
Illinois
$15.8M +$439K +3,715 +3%
NC
290
NewSquare Capital
Pennsylvania
$15.8M -$447K -3,779 -3%
LNC
291
Lincoln National Corp
Pennsylvania
$15.7M +$1.82M +15,439 +13%
SWM
292
Sugarloaf Wealth Management
Georgia
$15.6M +$412K +3,483 +3%
STA
293
Summit Trail Advisors
New York
$15.6M +$921K +7,793 +6%
IFA
294
Interactive Financial Advisors
Illinois
$15.5M -$178K -1,510 -1%
ISWM
295
Independent Solutions Wealth Management
New York
$15.4M +$2.39M +20,255 +18%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$15.4M +$4.57M +38,673 +42%
RPWA
297
Regent Peak Wealth Advisors
Georgia
$15.4M +$1.25M +10,563 +9%
PJSIMP
298
P.J. Schmidt Investment Management (PJS)
Wisconsin
$15.4M +$712K +6,068 +5%
TA
299
Tectonic Advisors
Texas
$15.2M +$15.2M +128,475 New
ACA
300
Affinity Capital Advisors
California
$15.2M +$3.27M +27,630 +27%
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