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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 %
AT
601
Arden Trust
Delaware
$3.38M -$1.56M -13,158 -32%
DC
602
DeDora Capital
California
$3.38M -$26.9K -228 -0.8%
SWRP
603
Summit Wealth & Retirement Planning
California
$3.37M +$185K +1,565 +6%
DT
604
Daniels + Tansey
Delaware
$3.36M +$2.59M +22,016 +336%
BFM
605
Broadview Financial Management
Wisconsin
$3.35M -$2.93M -24,784 -47%
CWA
606
Core Wealth Advisors
Florida
$3.35M +$286K +2,420 +9%
PG
607
Prostatis Group
Maryland
$3.34M -$1.96M -16,621 -37%
RWA
608
Redhawk Wealth Advisors
Minnesota
$3.34M +$121K +1,021 +4%
PFG
609
Pacific Financial Group
Washington
$3.33M -$12.9K -109 -0.4%
NI
610
NYL Investors
New York
$3.32M -$11.8K -100 -0.4%
CCG
611
Cypress Capital Group
Florida
$3.31M -$61.5K -520 -2%
BFA
612
Beaumont Financial Advisors
Massachusetts
$3.29M +$167K +1,410 +5%
VFIC
613
Valley Forge Investment Consultants
Pennsylvania
$3.26M +$3.26M +27,618 New
CPO
614
Cerity Partners OCIO
New York
$3.25M -$221K -1,868 -6%
FF
615
FourThought Financial
Florida
$3.23M +$3.23M +27,354 New
APWM
616
Atlas Private Wealth Management
New York
$3.23M -$8.39K -71 -0.3%
RIA
617
Regal Investment Advisors
Michigan
$3.22M +$3.22M +27,270 New
AF
618
Advisornet Financial
Minnesota
$3.22M -$3.04M -25,745 -49%
TCM
619
Traynor Capital Management
Pennsylvania
$3.18M +$97.5K +825 +3%
CW
620
CreativeOne Wealth
Kansas
$3.18M +$1.58M +13,352 +99%
BG
621
Berry Group
Massachusetts
$3.18M +$1.96M +16,581 +161%
SMG
622
Smart Money Group
Texas
$3.14M -$315K -2,665 -9%
FFA
623
Fragasso Financial Advisors
Pennsylvania
$3.12M -$415K -3,509 -12%
TA
624
Townsend & Associates
Colorado
$3.12M +$126K +1,062 +4%
SI
625
Stephens Inc
Arkansas
$3.11M +$177K +1,494 +6%
23 24
25
26 27