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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 %
MCM
676
Monument Capital Management
Virginia
$2.53M +$223K +1,884 +10%
PCA
677
Personal Capital Advisors
California
$2.5M +$638K +5,400 +34%
FPW
678
Flagship Private Wealth
Massachusetts
$2.5M +$2.5M +21,278 New
CAM
679
Chandler Asset Management
California
$2.47M – – –
TFA
680
Tranquilli Financial Advisor
New Jersey
$2.46M +$2.46M +20,783 New
BWA
681
BDO Wealth Advisors
Florida
$2.45M -$39.7K -336 -2%
BP
682
Ballentine Partners
Massachusetts
$2.43M -$52.6K -445 -2%
WA
683
Wealth Alliance
New York
$2.42M +$31.6K +267 +1%
BJL
684
Brighton Jones LLC
Washington
$2.39M +$75.3K +637 +3%
PCA
685
Providence Capital Advisors
North Carolina
$2.39M +$54K +457 +2%
RA
686
RiverTree Advisors
Florida
$2.37M +$2.37M +20,053 New
KPW
687
Kore Private Wealth
New York
$2.37M – – –
LMIM
688
Lockheed Martin Investment Management
Maryland
$2.36M -$168M -1,425,000 -99%
EW
689
Emerson Wealth
Michigan
$2.36M +$496K +24,288 +27%
TSW
690
Thompson Siegel & Walmsley
Virginia
$2.36M -$925K -7,829 -28%
SMC
691
Smith, Moore & Co
Missouri
$2.35M -$2.84K -24 -0.1%
PAMG
692
Patton Albertson Miller Group
Tennessee
$2.35M +$1.67M +14,419 +247%
BA
693
Ballast Advisors
Minnesota
$2.34M +$47K +398 +2%
RWB
694
RMR Wealth Builders
New Jersey
$2.33M -$4.13M -34,949 -64%
NB
695
Northwest Bancshares
Pennsylvania
$2.31M -$818K -6,922 -26%
TIM
696
Total Investment Management
Arizona
$2.3M -$11.2K -95 -0.5%
CST
697
Charles Schwab Trust
Nevada
$2.29M +$558K +4,723 +32%
SFPM
698
Sensible Financial Planning & Management
Massachusetts
$2.28M -$197K -1,669 -8%
GW
699
GW & Wade
Massachusetts
$2.28M +$65.6K +555 +3%
MWM
700
Meridian Wealth Management
Kentucky
$2.28M +$1.02M +8,615 +81%
26 27
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