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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 %
ZCM
751
Ziegler Capital Management
Illinois
$1.83M -$2.21M -18,694 -55%
PWPS
752
Pinnacle Wealth Planning Services
Ohio
$1.82M +$283K +2,396 +18%
DWM
753
Darwin Wealth Management
Florida
$1.81M -$880K -7,453 -33%
NEPWA
754
New England Private Wealth Advisors
Massachusetts
$1.81M +$11.1K +94 +0.6%
BCM
755
Bowie Capital Management
Texas
$1.8M +$567K +4,800 +46%
PI
756
PineBridge Investments
New York
$1.79M -$136K -1,150 -7%
MA
757
Modus Advisors
Minnesota
$1.78M +$16.3K +138 +0.9%
IIC
758
Integrated Investment Consultants
Michigan
$1.78M -$19K -161 -1%
TRCT
759
Tower Research Capital (TRC)
New York
$1.77M +$1.77M +14,988 New
CFFP
760
Center for Financial Planning
Michigan
$1.76M -$321K -2,717 -15%
SMDAM
761
Sumitomo Mitsui DS Asset Management
Japan
$1.76M +$404K +3,415 +30%
SSWM
762
Sheets Smith Wealth Management
North Carolina
$1.75M -$39.1K -331 -2%
SAM
763
Summit Asset Management
Tennessee
$1.75M -$4.37K -37 -0.2%
ATPW
764
Ashton Thomas Private Wealth
Arizona
$1.75M -$300K -2,536 -15%
SRC
765
Shufro Rose & Co
New York
$1.75M +$284K +2,404 +19%
LFF
766
Level Four Financial
Texas
$1.73M +$1.73M +14,664 New
ML
767
McAdam LLC
Pennsylvania
$1.72M -$18K -154 -1%
EPWM
768
Essex Private Wealth Management
Massachusetts
$1.72M -$248K -2,096 -13%
MG
769
Mather Group
Illinois
$1.71M -$329K -2,783 -16%
ERWM
770
Elk River Wealth Management
Colorado
$1.7M +$1.7M +14,409 New
ACM
771
AUA Capital Management
Pennsylvania
$1.69M -$46.4K -393 -3%
SFP
772
Sandbox Financial Partners
Maryland
$1.69M +$1.69M +14,261 New
AIA
773
Angeles Investment Advisors
California
$1.68M +$807K +6,825 +93%
NFP
774
Novak Financial Planning
Maryland
$1.68M +$1.68M +14,188 New
PR
775
Payden & Rygel
California
$1.68M – – –
29 30
31
32 33