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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 %
BS
626
Banco Santander
Spain
$3.1M – – –
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.09M -$80.7K -683 -3%
FCMT
628
Founders Capital Management (Texas)
Texas
$3.09M +$3.09M +26,135 New
CS
629
Comerica Securities
Michigan
$3.08M -$31.2K -264 -1%
KBFS
630
Kohmann Bosshard Financial Services
Ohio
$3.06M -$88.2K -746 -3%
BFIC
631
Bedell Frazier Investment Counselling
California
$3.04M -$5.91K -50 -0.2%
UB
632
UMB Bank
Missouri
$3.03M +$59.9K +507 +2%
CWM
633
Cornerstone Wealth Management
Missouri
$3.02M +$1.39M +11,723 +85%
JIR
634
James Investment Research
Ohio
$3.01M -$117K -990 -4%
APP
635
Avantax Planning Partners
Iowa
$3.01M -$307K -2,597 -9%
CMO
636
Covenant Multifamily Offices
Texas
$3M +$1.34M +11,368 +81%
AWA
637
Arete Wealth Advisors
Illinois
$2.96M +$16.9K +143 +0.6%
WWM
638
Western Wealth Management
Colorado
$2.96M -$451K -3,815 -13%
SWM
639
SVA Wealth Management
Wisconsin
$2.95M +$256K +2,169 +10%
RC
640
RegentAtlantic Capital
New Jersey
$2.93M +$2.93M +24,809 New
BFEC
641
Benjamin F. Edwards & Company
Missouri
$2.9M +$850K +7,192 +41%
LWP
642
Lumature Wealth Partners
Georgia
$2.9M +$2.9M +24,552 New
GBT
643
Grove Bank & Trust
Florida
$2.88M +$287K +2,425 +11%
BB
644
Busey Bank
Illinois
$2.86M -$437K -3,695 -13%
SWG
645
Summit Wealth Group
Vermont
$2.85M +$2.85M +24,091 New
WEPOG
646
Wealth Enhancement & Preservation of GA
Georgia
$2.85M -$1.88M -15,909 -40%
HIC
647
Holderness Investments Company
North Carolina
$2.84M -$1.83M -15,479 -39%
EWA
648
Exencial Wealth Advisors
Oklahoma
$2.82M -$1.97M -16,664 -41%
COF
649
Capital One Financial
Virginia
$2.81M +$1.62M +13,730 +136%
PP
650
Prosperity Planning
Missouri
$2.81M – – –
24 25
26
27 28