AGG icon

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 %
CAN
651
Claraphi Advisory Network
United States
$2.8M -$110K -932 -4%
SFP
652
Shepherd Financial Partners
Massachusetts
$2.77M -$656K -5,554 -19%
MWC
653
MKD Wealth Coaches
Michigan
$2.73M +$1.06M +8,999 +64%
DCM
654
Donaldson Capital Management
Indiana
$2.71M +$358K +3,027 +15%
TFA
655
Tobias Financial Advisors
Florida
$2.71M +$91.6K +775 +4%
NRI
656
NFP Retirement Inc
California
$2.7M -$1.82M -15,413 -40%
GFG
657
Greystone Financial Group
Michigan
$2.69M +$2.69M +23,031 New
TC
658
Telemus Capital
Michigan
$2.68M +$112K +945 +4%
EW
659
Evoke Wealth
California
$2.68M -$60.6K -513 -2%
CAM
660
Crestone Asset Management
Colorado
$2.66M -$4.02K -34 -0.2%
First Trust Advisors
661
First Trust Advisors
Illinois
$2.64M -$108K -911 -4%
AWA
662
Arkadios Wealth Advisors
Georgia
$2.63M +$2.56M +21,632 +3,385%
BWP
663
Bernardo Wealth Planning
Pennsylvania
$2.62M +$944K +7,984 +56%
TA
664
TrueWealth Advisors
Alabama
$2.61M +$2.61M +22,327 New
CMBA
665
C.M. Bidwell & Associates
Hawaii
$2.6M -$219K -1,854 -8%
Lido Advisors
666
Lido Advisors
California
$2.59M -$828K -7,006 -24%
XSC
667
X-Square Capital
Puerto Rico
$2.58M -$591K -5,000 -19%
PTC
668
Private Trust Company
Ohio
$2.57M +$108K +915 +4%
HSA
669
HBK Sorce Advisory
Pennsylvania
$2.57M +$70.4K +596 +3%
HI
670
Human Investing
Oregon
$2.57M +$421K +3,559 +20%
AWM
671
Accel Wealth Management
Iowa
$2.57M +$2.57M +21,729 New
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$2.56M +$258K +2,179 +11%
OWA
673
Outlook Wealth Advisors
Texas
$2.56M -$555K -4,699 -18%
RCIM
674
Red Cedar Investment Management
Michigan
$2.56M +$119K +1,010 +5%
MHS
675
M Holdings Securities
Oregon
$2.56M +$342K +2,896 +15%
25 26
27
28 29