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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 %
PA
726
PFG Advisors
Arizona
$2.06M -$119K -1,008 -5%
DPI
727
Diversified Portfolios Inc
Michigan
$2.06M -$71.4K -604 -3%
PA
728
Planning Alternatives
Michigan
$2.06M -$161K -1,365 -7%
CAAS
729
Capital Asset Advisory Services
Michigan
$2.03M -$254K -2,152 -11%
CI
730
Cambiar Investors
Colorado
$2.02M – – –
CFG
731
Cooper Financial Group
California
$2.01M +$2.01M +16,975 New
CIBC Asset Management
732
CIBC Asset Management
Ontario, Canada
$1.99M – – –
PIA
733
Perennial Investment Advisors
California
$1.97M +$114K +968 +6%
WS
734
Wedbush Securities
California
$1.97M -$591K -4,998 -23%
KF
735
Krilogy Financial
Missouri
$1.95M +$163K +1,381 +9%
RIG
736
RiverFront Investment Group
Virginia
$1.94M +$1.94M +16,393 New
CIAS
737
Capital Investment Advisory Services
North Carolina
$1.93M +$1.66M +14,078 +626%
SAMC
738
Spectrum Asset Management (Connecticut)
Connecticut
$1.92M +$1.6M +13,523 +491%
SS
739
Sunbelt Securities
Texas
$1.9M -$555K -4,691 -23%
ATC
740
Argent Trust Co
Tennessee
$1.9M -$10.6K -90 -0.6%
HIM
741
HawsGoodwin Investment Management
Tennessee
$1.89M – – –
WSFS
742
Wilmington Savings Fund Society
Delaware
$1.86M -$73.7K -624 -4%
AIA
743
Affinity Investment Advisors
California
$1.86M -$494K -4,175 -21%
MHR
744
Matthew Hamilton Rosenberg
$1.85M -$480K -4,062 -21%
CFG
745
Citizens Financial Group
Rhode Island
$1.85M +$44.3K +375 +2%
CCA
746
Cobblestone Capital Advisors
New York
$1.84M +$16.9K +143 +0.9%
FHC
747
First Heartland Consultants
Missouri
$1.84M -$256K -2,167 -12%
FT
748
Fiduciary Trust
Massachusetts
$1.84M +$19.9K +168 +1%
WTC
749
WhitTier Trust Company
Nevada
$1.84M -$656K -5,552 -26%
AIC
750
Ameritas Investment Company
Nebraska
$1.84M +$423K +3,579 +30%
28 29
30
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