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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 %
RPCA
576
Running Point Capital Advisors
California
$3.84M +$3.84M +32,468 New
BRWA
577
B. Riley Wealth Advisors
Florida
$3.82M -$1.35M -11,384 -26%
CAG
578
Csenge Advisory Group
Florida
$3.82M +$186K +1,574 +5%
WP
579
Waycross Partners
Kentucky
$3.82M +$3.82M +32,338 New
ACA
580
Anchor Capital Advisors
Massachusetts
$3.81M +$346K +2,923 +10%
SFP
581
Strategic Financial Partners
Oregon
$3.77M -$3.23M -27,338 -46%
EPM
582
Elm Partners Management
Pennsylvania
$3.76M -$482K -4,075 -11%
AAM
583
Autus Asset Management
Arizona
$3.72M +$197K +1,667 +6%
RTC
584
Riverview Trust Company
Washington
$3.72M – – –
ACM
585
AlphaStar Capital Management
North Carolina
$3.7M +$594K +5,070 +19%
LWAC
586
Laurel Wealth Advisors (California)
California
$3.7M -$38.5K -326 -1%
VanEck Associates
587
VanEck Associates
New York
$3.66M +$453K +3,830 +14%
TWM
588
Tolleson Wealth Management
Texas
$3.64M +$539K +4,559 +17%
FA
589
Fagan Associates
New York
$3.59M +$833K +7,046 +30%
HAS
590
HBW Advisory Services
California
$3.57M +$65.6K +555 +2%
IG
591
ING Group
Netherlands
$3.55M -$13M -110,000 -79%
CAS
592
Coppell Advisory Solutions
Texas
$3.49M +$3.49M +29,485 New
SAF
593
Smith Anglin Financial
Texas
$3.48M +$3.48M +29,481 New
SW
594
SVB Wealth
Massachusetts
$3.48M -$201K -1,699 -5%
PCMK
595
Paragon Capital Management (Kansas)
Kansas
$3.46M -$43.8K -371 -1%
CCT
596
Country Club Trust
Missouri
$3.42M -$860K -7,284 -20%
MFG
597
Menard Financial Group
Texas
$3.42M -$56K -474 -2%
FAM
598
Flaharty Asset Management
Florida
$3.41M +$764K +6,465 +29%
BSB
599
Bangor Savings Bank
Maine
$3.4M -$99.4K -841 -3%
LFAS
600
Level Four Advisory Services
Texas
$3.38M +$168K +1,418 +5%
22 23
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