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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 %
Comerica Bank
426
Comerica Bank
Texas
$7.53M +$2.1M +17,897 +39%
COI
427
Connable Office Inc
Michigan
$7.52M +$229K +1,936 +3%
PT
428
Plimoth Trust
Massachusetts
$7.49M +$215K +1,817 +3%
GCA
429
Greenwood Capital Associates
South Carolina
$7.48M +$5.3M +44,856 +243%
SIA
430
Sovereign Investment Advisors
Arizona
$7.44M +$42.9K +363 +0.6%
SP
431
Sarasin & Partners
United Kingdom
$7.31M +$370K +3,129 +5%
BFPW
432
BOK Financial Private Wealth
Colorado
$7.3M -$3.23M -27,312 -31%
CM
433
Columbus Macro
Pennsylvania
$7.29M -$2.37M -20,076 -25%
PCA
434
Peddock Capital Advisors
Massachusetts
$7.25M +$95.9K +811 +1%
IA
435
IFG Advisory
Georgia
$7.19M +$935K +7,914 +15%
FAIM
436
Financial Advocates Investment Management
Washington
$7.16M -$706K -5,876 -9%
KW
437
KWB Wealth
California
$7.15M +$7.15M +60,450 New
DAS
438
Dynamic Advisor Solutions
Arizona
$7.12M +$2.54M +21,484 +55%
SWPG
439
Strategic Wealth Partners Group
Illinois
$7.09M +$6.76M +57,232 +2,098%
IWAG
440
Integer Wealth Advisors Group
Georgia
$7.08M +$6.52M +55,551 +1,152%
LSPW
441
Lake Street Private Wealth
Illinois
$7.07M +$463K +3,918 +7%
EAM
442
Eagle Asset Management
Florida
$6.97M +$6.97M +58,960 New
BWG
443
Beta Wealth Group
California
$6.96M +$6.96M +58,879 New
HFA
444
High Falls Advisors
New York
$6.96M -$2.53M -21,374 -27%
FMW
445
Farr Miller & Washington
District of Columbia
$6.92M +$31.1K +263 +0.5%
ANTB
446
AMG National Trust Bank
Colorado
$6.92M +$431K +3,650 +7%
SBSB
447
Sullivan, Bruyette, Speros & Blaney
Virginia
$6.92M +$2.29M +19,338 +49%
ISL
448
Ingalls & Snyder LLC
New York
$6.82M +$316K +2,675 +5%
AIM
449
Acropolis Investment Management
Missouri
$6.81M -$1.03M -8,706 -13%
MNBTD
450
Moody National Bank Trust Division
Texas
$6.79M – – –
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