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 %
FPS
776
Fieldpoint Private Securities
Connecticut
$1.66M +$59.1K +500 +4%
BCP
777
Blue Chip Partners
Michigan
$1.63M +$466K +3,941 +40%
AP
778
Appleton Partners
Massachusetts
$1.63M -$28K -237 -2%
BFC
779
Blue Fin Capital
Rhode Island
$1.62M +$236K +1,996 +17%
LFS
780
Lutz Financial Services
Nebraska
$1.61M -$7.21K -61 -0.4%
CCC
781
Crescent Capital Consulting
Louisiana
$1.6M +$1.6M +13,570 New
Retirement Systems of Alabama
782
Retirement Systems of Alabama
Alabama
$1.6M +$131K +1,112 +9%
SAM
783
Strategy Asset Managers
California
$1.6M -$57.9K -490 -3%
GLA
784
Good Life Advisors
Pennsylvania
$1.59M -$422K -3,563 -21%
SGCA
785
Steel Grove Capital Advisors
Tennessee
$1.58M -$1.97M -16,640 -55%
SCM
786
SCS Capital Management
Massachusetts
$1.58M -$10.3M -87,517 -87%
CIA
787
Capital Investment Advisors
Georgia
$1.58M +$191K +1,613 +14%
AG
788
AlphaSimPlex Group
Massachusetts
$1.57M -$483K -4,088 -24%
PWM
789
Perigon Wealth Management
California
$1.55M +$577K +4,880 +59%
KM
790
Kalos Management
Georgia
$1.55M +$596K +5,099 +63%
SCA
791
Snowden Capital Advisors
New York
$1.55M -$13K -110 -0.8%
EAMA
792
EFG Asset Management (Americas)
Florida
$1.54M -$64.3K -544 -4%
SFA
793
Stewardship Financial Advisors
Georgia
$1.54M +$293K +2,476 +23%
AM
794
Atwater Malick
Pennsylvania
$1.54M +$104K +884 +7%
SCA
795
STALEY CAPITAL ADVISERS
Pennsylvania
$1.54M -$1.3M -11,000 -46%
CCM
796
Coldstream Capital Management
Washington
$1.53M +$753K +6,367 +97%
IAIM
797
International Assets Investment Management
Florida
$1.52M +$23.5K +199 +2%
CFG
798
CKW Financial Group
Hawaii
$1.51M -$388K -3,284 -20%
HB
799
Homrich & Berg
Georgia
$1.51M +$201K +1,699 +15%
TC
800
Trilogy Capital
California
$1.51M +$327K +2,763 +28%
30 31
32
33 34