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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 %
CCFM
551
Clear Creek Financial Management
Washington
$4.27M -$12.5M -106,180 -75%
FHA
552
Flagship Harbor Advisors
Massachusetts
$4.27M +$1.04M +8,771 +32%
QCM
553
Quest Capital Management
Texas
$4.26M -$3.19K -27 -0.1%
KA
554
Kovack Advisors
Florida
$4.26M +$440K +3,722 +12%
BAM
555
Baldrige Asset Management
Pennsylvania
$4.25M +$29.2K +247 +0.7%
HA
556
HYA Advisors
Missouri
$4.24M +$485K +4,103 +13%
HCM
557
Hollencrest Capital Management
California
$4.24M +$721K +6,097 +20%
WFA
558
Wells Financial Advisors
Massachusetts
$4.21M +$4.21M +35,597 New
CC
559
Cedar Capital
Illinois
$4.18M -$667K -5,647 -14%
JWS
560
Juncture Wealth Strategies
Arizona
$4.16M +$354K +2,996 +9%
NCG
561
Newport Capital Group
New Jersey
$4.16M +$4.16M +35,189 New
ATFA
562
All Terrain Financial Advisors
Minnesota
$4.15M +$420K +3,554 +11%
CAL
563
Capital Advisors Ltd
Ohio
$4.12M +$117K +989 +3%
PFA
564
Pure Financial Advisors
California
$4.09M -$66.4K -562 -2%
CI
565
CX Institutional
Indiana
$4.09M -$700K -5,926 -15%
SIAM
566
Sterling Investment Advisors (Missouri)
Missouri
$4.04M +$350K +2,957 +9%
OIA
567
OneDigital Investment Advisors
Kansas
$4.03M +$2.6M +21,978 +182%
SC
568
Savant Capital
Illinois
$4.01M +$346K +2,927 +9%
CWA
569
Clarus Wealth Advisors
Arizona
$3.96M -$443K -3,792 -10%
APWA
570
Atlas Private Wealth Advisors
New Jersey
$3.94M -$576K -4,870 -13%
MGIA
571
Moneta Group Investment Advisors
Missouri
$3.91M +$197K +1,666 +5%
CCP
572
Corient Capital Partners
California
$3.89M +$883K +7,471 +29%
NCM
573
New Capital Management
Texas
$3.89M +$1.28M +10,864 +49%
SB
574
Strategic Blueprint
Georgia
$3.87M -$999K -8,454 -21%
BA
575
Ballew Advisors
Mississippi
$3.86M +$29.3K +251 +0.8%
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