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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 %
BA
801
Bluesphere Advisors
Pennsylvania
$1.51M +$1.51M +12,796 New
QA
802
Quantitative Advantage
Minnesota
$1.51M -$17.1K -145 -1%
GP
803
Girard Partners
Pennsylvania
$1.51M -$142K -1,205 -9%
MWM
804
MorganRosel Wealth Management
Colorado
$1.5M +$830K +7,021 +124%
SAS
805
Sanford Advisory Services
Michigan
$1.49M +$1.49M +12,611 New
NWM
806
Northwest Wealth Management
Iowa
$1.49M +$241K +2,040 +19%
VSWA
807
Vontobel Swiss Wealth Advisors
Switzerland
$1.49M -$118K -1,000 -7%
SFG
808
SNS Financial Group
Minnesota
$1.49M -$44.8K -379 -3%
PAM
809
Peak Asset Management
Colorado
$1.46M +$48.9K +414 +3%
GPA
810
Garrison Point Advisors
California
$1.46M -$8.87K -75 -0.6%
CAMG
811
CWA Asset Management Group
Florida
$1.43M +$1.09M +9,188 +314%
MFA
812
Mayflower Financial Advisors
Massachusetts
$1.42M +$1.42M +11,990 New
MJB
813
Mark J. Bradley
$1.41M +$1.41M +11,906 New
KL
814
KWMG LLC
Kansas
$1.4M -$311K -2,631 -18%
DTC
815
Davidson Trust Company
Washington
$1.4M +$25.5K +216 +2%
OCG
816
Opus Capital Group
Ohio
$1.4M +$945 +8 +0.1%
TPCM
817
Three Peaks Capital Management
Colorado
$1.39M +$797K +6,743 +134%
BOM
818
Bank of Marin
California
$1.39M +$23.9K +202 +2%
FIB
819
First Interstate Bank
Montana
$1.39M +$59.9K +507 +5%
WFAG
820
Wescott Financial Advisory Group
Pennsylvania
$1.39M +$1.39M +11,742 New
WFA
821
WestHill Financial Advisors
California
$1.38M +$1.38M +11,712 New
LCH
822
Lee Capital Holdings
New York
$1.38M +$815K +6,896 +146%
EW
823
Element Wealth
Mississippi
$1.37M +$296K +2,501 +27%
TFS
824
TrustCore Financial Services
Tennessee
$1.37M +$369K +3,124 +37%
XF
825
XML Financial
Maryland
$1.37M +$257K +2,171 +23%
31 32
33
34 35