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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 %
EFSCE
376
Enterprise Financial Services Corp (EFSC)
Missouri
$10M +$199K +1,680 +2%
Financial Engines Advisors
377
Financial Engines Advisors
California
$10M +$390K +3,301 +4%
PFT
378
Providence First Trust
Arizona
$9.76M +$4.83M +40,864 +98%
EWM
379
Executive Wealth Management
Michigan
$9.75M -$460K -3,896 -5%
HW
380
Hancock Whitney
Mississippi
$9.64M -$1.78M -15,071 -16%
CCT
381
Capital City Trust
Florida
$9.62M – – –
SHJ
382
Sharkey, Howes & Javer
Colorado
$9.58M +$82.7K +700 +0.9%
HFS
383
HBC Financial Services
Washington
$9.57M +$9.57M +81,640 New
MM
384
Main Management
California
$9.52M +$332K +2,813 +4%
VFA
385
Voya Financial Advisors
Connecticut
$9.44M -$844K -7,150 -8%
RT
386
Rockland Trust
Massachusetts
$9.42M -$1.21M -10,264 -11%
AIM
387
Allen Investment Management
New York
$9.3M +$1.5M +12,721 +19%
KA
388
Kozak & Associates
Colorado
$9.23M +$9.23M +79,100 New
SXL
389
Summit X LLC
Missouri
$9.21M +$8.96M +75,800 +3,635%
IA
390
IFP Advisors
Florida
$9.16M -$517K -4,375 -5%
LF
391
Lee Financial
Texas
$9.02M -$134K -1,131 -1%
WA
392
Waverly Advisors
Alabama
$9.01M +$81.8K +700 +0.9%
BBVA
393
Banco Bilbao Vizcaya Argentaria
Spain
$8.97M +$4.42M +37,366 +97%
ACS
394
Archford Capital Strategies
Illinois
$8.85M +$1.35M +11,565 +18%
FFA
395
First Foundation Advisors
California
$8.79M +$157K +1,328 +2%
SCP
396
Silverleafe Capital Partners
Tennessee
$8.75M -$51.4K -435 -0.6%
PAS
397
Park Avenue Securities
New York
$8.7M +$2.65M +22,455 +44%
EIA
398
Eldridge Investment Advisors
New Hampshire
$8.59M +$54.1K +458 +0.6%
PWP
399
Personal Wealth Partners
Minnesota
$8.52M -$360K -3,045 -4%
RC
400
Roundview Capital
New Jersey
$8.52M +$516K +4,367 +6%
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