AGG icon

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 %
SWA
301
Stratos Wealth Advisors
Ohio
$15M +$10.5M +89,174 +239%
SFS
302
Sowell Financial Services
Arkansas
$14.9M -$4.59M -38,843 -24%
SFG
303
Summit Financial Group
West Virginia
$14.8M -$56.4K -477 -0.4%
FA
304
Fountainhead AM
New Jersey
$14.8M +$14.8M +125,248 New
BWM
305
Baystate Wealth Management
Massachusetts
$14.8M +$14.8M +125,153 New
M&T Bank
306
M&T Bank
New York
$14.7M +$458K +3,878 +3%
SYBT
307
Stock Yards Bank & Trust
Kentucky
$14.7M +$3.44M +29,131 +31%
VCA
308
Verdence Capital Advisors
Maryland
$14.6M -$1.66M -14,010 -10%
KWM
309
Kingsview Wealth Management
Oregon
$14.6M -$23.4M -197,747 -62%
FFS
310
Founders Financial Securities
Maryland
$14.4M +$1.7M +14,341 +13%
ST
311
Sentinel Trust
Texas
$14.4M +$1.37M +11,633 +11%
WT
312
Whittier Trust
California
$14.4M +$182K +1,538 +1%
HHGA
313
Halbert Hargrove Global Advisors
California
$14.4M +$127K +1,075 +0.9%
APA
314
American Portfolios Advisors
New York
$14.3M -$1.03M -8,703 -7%
MPPLM
315
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$14.3M +$825K +6,978 +6%
BFWA
316
Benchmark Financial Wealth Advisors
Florida
$14.2M +$1.11M +9,355 +8%
CL
317
CPWM LLC
Washington
$14.2M -$39.5K -334 -0.3%
BOH
318
Bank of Hawaii
Hawaii
$14.2M +$668K +5,649 +5%
BWCS
319
Beirne Wealth Consulting Services
Connecticut
$14.2M -$526K -4,450 -4%
MCC
320
Money Concepts Capital
Florida
$14.2M +$14.2M +119,791 New
NYLIM
321
New York Life Investment Management
New York
$14.1M +$6.02M +50,937 +74%
UFA
322
US Financial Advisors
Massachusetts
$14.1M +$14.1M +119,287 New
GLLW
323
Graves Light Lenhart Wealth
Virginia
$14.1M +$202K +1,712 +1%
CH
324
Canton Hathaway
Rhode Island
$14M – – –
DT
325
Diversified Trust
Tennessee
$14M -$1.58M -13,382 -10%
11 12
13
14 15