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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 %
MSFS
351
Main Street Financial Solutions
Pennsylvania
$12.1M +$12.1M +102,476 New
Northern Trust
352
Northern Trust
Illinois
$12.1M +$430K +364,212 +4%
BC
353
Burleson & Co
California
$11.9M -$293K -2,481 -2%
SC
354
Scotia Capital
Ontario, Canada
$11.8M -$5.15M -43,571 -30%
CAM
355
Caprin Asset Management
Virginia
$11.8M +$23.2K +196 +0.2%
Bank Julius Baer & Co
356
Bank Julius Baer & Co
Switzerland
$11.7M +$10.5M +88,916 +849%
BPC
357
Banque Pictet & Cie
Switzerland
$11.6M +$366K +3,100 +3%
QCG
358
Quadrant Capital Group
Ohio
$11.5M +$173K +1,460 +2%
MSA
359
Mason Street Advisors
Wisconsin
$11.5M -$8.39M -71,000 -42%
GPA
360
Guidance Point Advisors
Massachusetts
$11.2M +$1.48M +12,563 +15%
CJA
361
C-J Advisory
California
$11.2M +$589K +4,981 +6%
SA
362
Sunesis Advisors
Kansas
$11.1M – – –
DSAM
363
Dock Street Asset Management
Florida
$11M +$11M +93,042 New
JWCA
364
J.W. Cole Advisors
Florida
$10.9M -$3.47M -29,344 -24%
GC
365
Grimes & Company
Massachusetts
$10.9M -$2.78M -23,540 -20%
BPA
366
Beacon Pointe Advisors
California
$10.8M +$1.55M +13,082 +17%
MLICM
367
Metropolitan Life Insurance Company (MetLife)
New York
$10.7M – – –
SHIM
368
Stone House Investment Management
Pennsylvania
$10.6M -$3.5M -29,616 -25%
BCM
369
Brookstone Capital Management
Illinois
$10.5M +$6.12M +51,783 +140%
RWG
370
Regal Wealth Group
California
$10.5M +$3.85M +32,586 +58%
VWA
371
V Wealth Advisors
Kansas
$10.4M +$6.06M +51,309 +140%
CAG
372
Crestwood Advisors Group
Massachusetts
$10.4M -$79.4K -672 -0.8%
PFM
373
Peak Financial Management
Massachusetts
$10.3M +$459K +3,885 +5%
KPWS
374
Kestra Private Wealth Services
Texas
$10.2M +$4.57M +38,663 +81%
JGIA
375
Jackson Grant Investment Advisers
Connecticut
$10M +$971K +8,214 +11%
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