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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 %
MWM
326
Mission Wealth Management
California
$13.9M -$770K -6,517 -5%
DI
327
Diligent Investors
California
$13.7M -$968K -8,190 -7%
OBWG
328
Onyx Bridge Wealth Group
New York
$13.6M +$13.6M +115,299 New
TIA
329
Tiemann Investment Advisors
California
$13.6M +$2.42M +20,510 +22%
IAN
330
Integrated Advisors Network
Texas
$13.5M -$3.16M -26,735 -19%
NAM
331
North American Management
Massachusetts
$13.3M +$960K +8,123 +8%
CWM
332
Calamos Wealth Management
Illinois
$13.3M -$1.59M -13,485 -11%
SA
333
Shilanski & Associates
Alaska
$13.2M +$808K +6,836 +7%
SSWM
334
Smith Salley Wealth Management
North Carolina
$13.2M +$2.48M +21,011 +23%
KPWG
335
KFA Private Wealth Group
Virginia
$12.9M +$440K +3,727 +4%
TPCW
336
TD Private Client Wealth
New York
$12.7M +$6.39M +54,059 +100%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$12.7M +$1.13M +9,537 +10%
IWM
338
IHT Wealth Management
Illinois
$12.7M +$308K +2,605 +2%
PP
339
PDS Planning
Ohio
$12.7M +$2.2M +18,624 +21%
BWA
340
BlueSky Wealth Advisors
North Carolina
$12.6M -$3.43K -29 -0%
GSAM
341
Grant Street Asset Management
Pennsylvania
$12.5M -$358K -3,030 -3%
GAG
342
GM Advisory Group
New York
$12.5M +$1.28M +10,811 +11%
CA
343
Calton & Associates
Florida
$12.4M -$1.85M -15,640 -13%
SAM
344
Sompo Asset Management
Japan
$12.4M +$8.81M +74,572 +247%
AWE
345
Avidian Wealth Enterprises
Texas
$12.3M -$15.7M -132,584 -56%
HWA
346
Heartwood Wealth Advisors
Virginia
$12.3M +$347K +2,932 +3%
WP
347
WealthShield Partners
North Carolina
$12.2M +$6.17M +52,242 +102%
PGWM
348
Parisi Gray Wealth Management
New Jersey
$12.2M +$559K +4,732 +5%
ASN
349
Advisory Services Network
Georgia
$12.1M +$2.52M +21,298 +26%
CIP
350
Capital Insight Partners
Arizona
$12.1M +$236K +1,996 +2%
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