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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 %
FNBT
501
FineMark National Bank & Trust
Florida
$5.39M +$104K +880 +2%
MCG
502
MACRO Consulting Group
New Jersey
$5.36M +$16.2K +137 +0.3%
CAGAS
503
Capital Advisory Group Advisory Services
Minnesota
$5.33M -$573K -4,850 -10%
SG
504
StoneX Group
New York
$5.27M +$954K +8,071 +22%
CAM
505
Cresset Asset Management
Illinois
$5.27M -$1.63M -13,801 -24%
TCBWMS
506
Texas Capital Bank Wealth Management Services
Texas
$5.25M -$84K -711 -2%
FCBT
507
First Citizens Bank & Trust
North Carolina
$5.23M +$1.74M +14,726 +50%
DWM
508
Dakota Wealth Management
Florida
$5.18M +$303K +2,566 +6%
MLFP
509
MPS Loria Financial Planners
Illinois
$5.16M +$244K +2,066 +5%
NL
510
NWAM LLC
Washington
$5.16M +$735K +6,221 +17%
SSW
511
Smith Shellnut Wilson
Mississippi
$5.15M +$4.54M +38,391 +747%
JHCP
512
Jackson Hole Capital Partners
Oklahoma
$5.13M +$14.2K +120 +0.3%
PWPCM
513
Perella Weinberg Partners Capital Management
New York
$5.12M +$1.72M +14,557 +51%
OCM
514
One Capital Management
California
$5.11M -$230K -1,943 -4%
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$5.06M +$182K +1,541 +4%
WP
516
WealthSource Partners
California
$4.99M +$124K +1,053 +3%
RSWM
517
Robertson Stephens Wealth Management
California
$4.99M -$424K -3,584 -8%
ATC
518
Adirondack Trust Company
New York
$4.98M -$1.26M -10,731 -20%
CCM
519
Context Capital Management
California
$4.92M -$1.54M -13,000 -24%
GRP
520
Global Retirement Partners
California
$4.89M -$518K -4,383 -10%
HWA
521
Hillcrest Wealth Advisors
New Jersey
$4.85M +$160K +1,350 +3%
DC
522
Davenport & Co
Virginia
$4.84M +$2.63M +22,292 +119%
RWRC
523
R.W. Roge & Company
New York
$4.84M -$66.9K -566 -1%
TFCP
524
Twin Focus Capital Partners
Massachusetts
$4.8M +$153K +1,298 +3%
HI
525
Hendershot Investments
Virginia
$4.78M -$717K -6,066 -13%
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