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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 %
CRWM
701
Castle Rock Wealth Management
California
$2.27M +$111K +946 +5%
WMA
702
Wealth Management Associates
New Jersey
$2.27M -$171K -1,445 -7%
PG
703
Patten Group
Tennessee
$2.26M -$64.1K -542 -3%
BIA
704
Bigelow Investment Advisors
Maine
$2.26M +$3.55K +30 +0.2%
State Street
705
State Street
Massachusetts
$2.23M +$17.7K +150 +0.8%
BF
706
Blankinship & Foster
California
$2.23M +$877K +7,425 +65%
FFWA
707
FRG Family Wealth Advisors
Washington
$2.21M – – –
FAN
708
Financial Advisors Network
California
$2.21M +$40.8K +345 +2%
CCM
709
Canal Capital Management
Virginia
$2.2M -$1.03M -8,739 -32%
AWM
710
Apollon Wealth Management
South Carolina
$2.2M +$278K +2,348 +14%
Koshinski Asset Management
711
Koshinski Asset Management
Illinois
$2.19M +$354K +2,993 +19%
FC
712
FCA Corp
Texas
$2.18M +$172K +1,453 +9%
EIP
713
Ellis Investment Partners
Pennsylvania
$2.18M +$574K +4,861 +36%
TLFA
714
True Link Financial Advisors
California
$2.17M +$2.17M +18,327 New
FWP
715
FAS Wealth Partners
Kansas
$2.16M -$1.47M -12,467 -41%
RIA
716
Realta Investment Advisors
Delaware
$2.16M +$1.18M +9,978 +121%
PFM
717
Parsec Financial Management
North Carolina
$2.16M -$343K -2,905 -14%
BWA
718
Beam Wealth Advisors
Louisiana
$2.14M -$238K -2,011 -10%
UWPG
719
Ullmann Wealth Partners Group
Florida
$2.11M +$34.9K +295 +2%
VWM
720
Venturi Wealth Management
Texas
$2.11M +$2.11M +17,840 New
WPW
721
Waldron Private Wealth
Pennsylvania
$2.11M +$1.83M +15,520 +677%
HMS
722
Hanseatic Management Services
New Mexico
$2.09M +$509K +4,306 +32%
MP
723
McDonald Partners
Ohio
$2.08M +$2.08M +17,593 New
FFBTD
724
First Financial Bank - Trust Division
Ohio
$2.07M -$7.45K -63 -0.4%
KWMG
725
King Wealth Management Group
Florida
$2.07M +$43.7K +370 +2%
27 28
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