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 %
FNBOO
476
First National Bank of Omaha
Nebraska
$6.19M +$248K +2,102 +4%
MAM
477
Meeder Asset Management
Ohio
$6.11M -$36M -304,657 -85%
AFP
478
Ausdal Financial Partners
Iowa
$6.1M +$415K +3,511 +7%
9WM
479
9258 Wealth Management
Ohio
$6.07M +$652K +5,513 +12%
FCT
480
Family Capital Trust
Massachusetts
$6.04M +$93.5K +791 +2%
RFO
481
RiverGlades Family Offices
Florida
$6.02M -$198K -1,675 -3%
HNB
482
Huntington National Bank
Ohio
$6.01M -$5.95M – –
IWP
483
Innova Wealth Partners
Pennsylvania
$5.97M +$5.97M +50,509 New
IFS
484
Ifrah Financial Services
Arkansas
$5.92M +$153K +1,294 +3%
1SB
485
1ST Source Bank
Indiana
$5.89M +$984K +8,323 +20%
BC
486
Barnett & Company
Tennessee
$5.88M -$58K -491 -1%
CRCM
487
Corbett Road Capital Management
Virginia
$5.87M -$13.3M -112,284 -69%
CCA
488
Cadent Capital Advisors
Oklahoma
$5.86M +$5.86M +49,607 New
YIA
489
YHB Investment Advisors
Connecticut
$5.71M +$1.4M +11,877 +33%
ACM
490
Anfield Capital Management
California
$5.7M +$5.7M +48,200 New
GVAG
491
Great Valley Advisor Group
Delaware
$5.67M +$299K +2,532 +6%
LNWTC
492
Laird Norton Wetherby Trust Company
Washington
$5.66M +$5.66M +47,924 New
LOPW
493
Live Oak Private Wealth
North Carolina
$5.61M +$683K +5,780 +14%
OWM
494
Orgel Wealth Management
Wisconsin
$5.61M +$1.69M +14,320 +43%
OC
495
Oppenheimer & Co
New York
$5.55M -$76.9K -651 -1%
HI
496
Hudock Inc
Pennsylvania
$5.53M +$259K +2,189 +5%
CRC
497
Curi RMB Capital
Illinois
$5.53M +$5.53M +46,781 New
NFG
498
Next Financial Group
Texas
$5.47M +$2.12M +17,903 +63%
EK
499
Evensky & Katz
Florida
$5.43M +$964K +8,158 +22%
ECM
500
Exchange Capital Management
Michigan
$5.4M -$51.3K -434 -0.9%
18 19
20
21 22