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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 %
TWA
826
TPB Wealth Advisors
Texas
$1.36M +$1.36M +11,500 New
BI
827
Berkeley Inc
Idaho
$1.36M +$1.36M +11,472 New
RCP
828
Rothschild Capital Partners
New York
$1.34M – – –
PIA
829
Pinion Investment Advisors
Kansas
$1.33M +$415K +3,512 +45%
DI
830
Disciplined Investments
Oklahoma
$1.33M +$4.26K +36 +0.3%
Kayne Anderson Rudnick Investment Management
831
Kayne Anderson Rudnick Investment Management
California
$1.33M +$453K +3,837 +52%
UAS
832
United Asset Strategies
New York
$1.33M +$1.33M +11,238 New
AIP
833
Ameritas Investment Partners
Nebraska
$1.32M -$59.2M -501,205 -98%
Neuberger Berman Group
834
Neuberger Berman Group
New York
$1.31M +$185K +1,568 +16%
BIAS
835
Beacon Investment Advisory Services
New Jersey
$1.31M +$207K +1,755 +19%
BCM
836
BTC Capital Management
Iowa
$1.3M – – –
AIA
837
Arbor Investment Advisors
North Carolina
$1.3M +$24.7K +209 +2%
BI
838
Ballast Inc
Kentucky
$1.3M +$678K +5,736 +109%
KFAA
839
Klaas Financial Asset Advisors
Illinois
$1.29M +$1.29M +10,901 New
VWM
840
Vigilare Wealth Management
Arizona
$1.28M -$9.45K -80 -0.7%
PPW
841
Parcion Private Wealth
Washington
$1.28M +$1.28M +10,790 New
WWM
842
Windsor Wealth Management
Indiana
$1.26M +$34.2K +289 +3%
RWP
843
RWA Wealth Partners
Massachusetts
$1.26M -$61.2K -518 -5%
CAM
844
Cozad Asset Management
Illinois
$1.26M +$191K +1,615 +18%
ECM
845
Evergreen Capital Management
Washington
$1.23M +$653K +5,521 +114%
JAG
846
Journey Advisory Group
Kentucky
$1.22M +$1.22M +10,331 New
NFG
847
NewFocus Financial Group
Washington
$1.22M -$51.4K -435 -4%
FC
848
Financial Consulate
Maryland
$1.22M – – –
PA
849
Paracle Advisors
Washington
$1.22M -$123K -1,043 -9%
QC
850
QCM Cayman
Texas
$1.22M +$1.22M +10,310 New
32 33
34
35 36