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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 %
RA
526
RFG Advisory
Alabama
$4.78M +$1.77M +15,111 +59%
Luther King Capital Management (LKCM)
527
Luther King Capital Management (LKCM)
Texas
$4.74M -$4.32M – –
VA
528
Valmark Advisers
Ohio
$4.73M +$1.6M +13,533 +51%
OAM
529
Oppenheimer Asset Management
New York
$4.73M +$177K +1,494 +4%
PCWA
530
Pacific Capital Wealth Advisors
California
$4.72M -$170K -1,434 -3%
NEGWA
531
New England Guild Wealth Advisors
Connecticut
$4.7M -$243K -2,058 -5%
AP
532
Advisors Preferred
Maryland
$4.69M +$509K +4,312 +12%
SW
533
SteelPeak Wealth
California
$4.68M +$332K +2,805 +8%
MIAN
534
Mariner Independent Advisor Network
Kansas
$4.65M +$2.61M +22,092 +128%
DI
535
DAGCO Inc
Ohio
$4.63M +$1.68M +14,174 +57%
BAM
536
Belpointe Asset Management
Nevada
$4.61M +$1.18M +9,975 +34%
WCG
537
Weaver Consulting Group
California
$4.6M -$910K -7,702 -17%
FA
538
Fortis Advisors
Pennsylvania
$4.58M -$31.3K -265 -0.7%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$4.58M +$226K +1,911 +5%
KFGK
540
Keystone Financial Group (Kentucky)
Kentucky
$4.56M +$4.56M +38,582 New
PIMG
541
Patriot Investment Management Group
Tennessee
$4.53M +$236K +1,996 +5%
IFAM
542
Institutional & Family Asset Management
Colorado
$4.52M +$120K +1,015 +3%
CANC
543
Culbertson A N & Co
Virginia
$4.51M +$68.6K +580 +2%
EP
544
Eudaimonia Partners
Tennessee
$4.5M -$207K -1,755 -4%
GIA
545
Gladstone Institutional Advisory
Florida
$4.43M -$361K -3,053 -8%
WHG
546
Westwood Holdings Group
Texas
$4.39M -$644K -5,452 -13%
OFG
547
Omega Financial Group
California
$4.39M +$170K +1,435 +4%
KLCM
548
KG&L Capital Management
Louisiana
$4.31M -$17.7K -150 -0.4%
SW
549
StrongBox Wealth
Missouri
$4.29M +$262K +2,221 +7%
AMG
550
Asset Management Group
Connecticut
$4.28M +$473 +4 +0%
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