AGG icon

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 %
CWA
451
Centennial Wealth Advisory
Michigan
$6.79M +$6.79M +57,431 New
SAMC
452
Spectrum Asset Management (California)
California
$6.78M -$274K -2,319 -4%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$6.74M -$6.33M -53,524 -48%
LW
454
Linscomb Wealth
Texas
$6.72M -$59.7K -505 -0.9%
GA
455
GoalVest Advisory
New York
$6.71M +$6.71M +56,754 New
SIA
456
Soltis Investment Advisors
Utah
$6.67M +$607K +5,135 +10%
HIS
457
Harvest Investment Services
Illinois
$6.6M +$328K +2,773 +5%
FG
458
Fiduciary Group
Georgia
$6.56M +$2.88M +24,627 +78%
ACI
459
Alpha Cubed Investments
California
$6.56M -$320K -2,707 -5%
1WM
460
1900 Wealth Management
Texas
$6.48M +$6.48M +54,810 New
WCM
461
Wunderlich Capital Managemnt
Tennessee
$6.48M -$14.7K -124 -0.2%
CFS
462
Cannon Financial Strategists
Georgia
$6.44M -$367K -3,108 -5%
WA
463
Winfield Associates
Ohio
$6.43M -$228K -1,925 -3%
WA
464
Wilshire Advisors
California
$6.42M +$92.9K +786 +1%
FHC
465
First Horizon Corporation
Tennessee
$6.4M +$362K +3,066 +6%
ST
466
Smithfield Trust
Pennsylvania
$6.4M -$175K -1,477 -3%
FWI
467
Facet Wealth Inc
Maryland
$6.37M +$6.37M +53,866 New
RWP
468
Reliant Wealth Planning
Kentucky
$6.3M -$26.9K -228 -0.4%
AL
469
Aspiriant LLC
California
$6.29M -$1.79M -15,186 -22%
SFA
470
Source Financial Advisors
New York
$6.28M +$6.28M +53,157 New
IWP
471
IAG Wealth Partners
Wisconsin
$6.28M -$614K -5,192 -9%
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$6.27M -$153K -1,292 -2%
TFF
473
The Family Firm
Maryland
$6.27M -$168K -1,437 -3%
MSAGDF
474
Moneda SA Administradora General de Fondos
Chile
$6.25M +$154K +1,300 +3%
MC
475
Minot Capital
Colorado
$6.22M – – –
17 18
19
20 21