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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
$882M
2
Morgan Stanley
Morgan Stanley
New York
$1.79B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.9B
4
BlackRock
BlackRock
New York
$3.67B
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$958M
2
Jane Street
Jane Street
New York
$238M
3
Bank of America
Bank of America
North Carolina
$2.42B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
TIAA FSB
Florida
$432M +$44M +372,089 +11%
Osaic Holdings
27
Osaic Holdings
Arizona
$425M +$16.3M +137,947 +4%
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423M +$325M +2,750,000 +333%
WI
29
WealthNavi Inc
Japan
$404M +$42.3M +358,068 +12%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$401M +$150M +1,270,642 +60%
SMFG
31
Sumitomo Mitsui Financial Group
Japan
$346M +$302M +2,560,039 +698%
Stifel Financial
32
Stifel Financial
Missouri
$336M -$5.07M -42,902 -1%
Truist Financial
33
Truist Financial
North Carolina
$323M +$7.54M +63,836 +2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$315M +$70.4M +595,868 +29%
VIA
35
Vantagepoint Investment Advisers
District of Columbia
$309M +$61M +516,380 +25%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$308M +$48.9M +413,910 +19%
SOMRS
37
State of Michigan Retirement System
Michigan
$263M – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$261M +$27.1M +229,560 +12%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$257M +$23.8M +201,054 +10%
SWM
40
SigFig Wealth Management
California
$246M +$48.6M +410,783 +25%
Mariner
41
Mariner
Kansas
$244M +$12.9M +109,067 +6%
GC
42
Guggenheim Capital
Illinois
$243M +$236M +1,997,974 +3,470%
Jane Street
43
Jane Street
New York
$238M -$404M -3,420,365 -63%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$219M +$39.7M +335,673 +22%
Members Trust
45
Members Trust
Florida
$216M -$27.6M -233,797 -11%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$213M +$213M +1,800,000 New
BL
47
Balentine LLC
Georgia
$202M +$1.24M +10,500 +0.6%
AF
48
Allworth Financial
California
$190M +$131M +1,108,142 +223%
DADC
49
D.A. Davidson & Co
Montana
$188M +$3.91M +33,060 +2%
AAS
50
Avantax Advisory Services
Texas
$188M -$58.8M -497,735 -24%
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