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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 %
BA
401
Bellwether Advisors
Nebraska
$8.51M +$8.51M +72,012 New
SAI
402
Systematic Alpha Investments
New Jersey
$8.51M +$8.51M +72,000 New
OFS
403
Oldfather Financial Services
Nebraska
$8.42M +$932K +7,988 +12%
ONB
404
Old National Bancorp
Indiana
$8.42M +$8.07M +68,282 +2,319%
ACP
405
Aveo Capital Partners
Colorado
$8.36M -$5.92M -50,063 -41%
PA
406
Paragon Advisors
Texas
$8.34M -$816K -6,909 -9%
PAG
407
Pinnacle Advisory Group
Maryland
$8.33M +$361K +3,052 +5%
CWP
408
Corepath Wealth Partners
Arizona
$8.32M +$8.32M +70,187 New
PCMC
409
Paragon Capital Management (Colorado)
Colorado
$8.32M +$3.76M +31,853 +83%
LSAG
410
Lake Street Advisors Group
New Hampshire
$8.19M +$201K +1,700 +3%
CPIG
411
Chicago Partners Investment Group
Illinois
$8.07M +$7.33M +62,520 +990%
AA
412
Ancora Advisors
Ohio
$8.02M +$738K +6,242 +10%
AWA
413
Aaron Wealth Advisors
Illinois
$7.99M +$7.99M +67,624 New
VC
414
Veracity Capital
Georgia
$7.91M -$6.74M -57,026 -46%
BL
415
BFSG LLC
California
$7.87M -$375K -3,175 -5%
MBTD
416
Mechanics Bank - Trust Department
California
$7.79M +$1.19M +10,103 +18%
WFA
417
West Financial Advisors
Iowa
$7.73M +$7.73M +65,425 New
A
418
AdvicePeriod
California
$7.7M -$712K -6,025 -8%
WAM
419
Wolverine Asset Management
Illinois
$7.67M +$911K +7,708 +13%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$7.67M +$7.67M +64,872 New
DL
421
DOHJ LLC
Washington
$7.65M +$172K +1,472 +2%
MCA
422
Magnolia Capital Advisors
Mississippi
$7.64M -$53.4K -452 -0.7%
KFP
423
KMG Fiduciary Partners
Ohio
$7.61M +$688K +5,836 +10%
MAS
424
Madden Advisory Services
Florida
$7.6M +$562K +4,757 +8%
PWW
425
Pettyjohn Wood & White
Virginia
$7.54M +$862K +7,290 +13%
15 16
17
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