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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 %
AWM
851
Avior Wealth Management
Nebraska
$1.22M -$91.6K -775 -7%
WIA
852
Wealthstreet Investment Advisors
Texas
$1.21M +$296K +2,500 +32%
S
853
SignatureFD
Georgia
$1.21M -$263K -2,223 -18%
JIP
854
Jaffetilchin Investment Partners
Florida
$1.21M -$2.72K -23 -0.2%
MPW
855
Monterey Private Wealth
California
$1.2M +$5.91K +50 +0.5%
GT
856
Greenleaf Trust
Michigan
$1.19M -$291K -2,465 -20%
LFG
857
Larson Financial Group
Missouri
$1.19M -$111K -941 -9%
GA
858
Gateway Advisory
New Jersey
$1.19M +$315K +2,662 +36%
LWM
859
Laidlaw Wealth Management
New York
$1.18M +$1.18M +9,996 New
AIA
860
Avalon Investment & Advisory
Texas
$1.18M +$92.9K +786 +9%
RTS
861
Round Table Services
New Jersey
$1.18M -$47.9K -405 -4%
CFN
862
Cordasco Financial Network
Florida
$1.16M +$99.6K +843 +9%
BA
863
Bristlecone Advisors
Washington
$1.16M +$55.7K +471 +5%
MIH
864
Meitav Investment House
Israel
$1.16M -$8.15K -69 -0.7%
WIA
865
World Investment Advisors
California
$1.15M +$347K +2,973 +43%
MPW
866
MA Private Wealth
California
$1.15M -$53.2K -450 -4%
PWA
867
Physician Wealth Advisors
Utah
$1.14M +$273K +2,349 +31%
MWM
868
McNaughton Wealth Management
California
$1.14M -$2.72K -23 -0.2%
NCM
869
Northwest Capital Management
Oregon
$1.14M -$237K -2,001 -17%
MAM
870
Madison Asset Management
Wisconsin
$1.13M +$1.13M +9,583 New
OAM
871
Occidental Asset Management
California
$1.13M +$1.13M +9,577 New
AWM
872
Affinity Wealth Management
Delaware
$1.12M +$453K +3,858 +68%
ANBT
873
American National Bank & Trust
Texas
$1.12M +$81.2K +687 +8%
MAM
874
Marquette Asset Management
Minnesota
$1.12M -$419K -3,545 -27%
RWM
875
RBA Wealth Management
California
$1.11M +$27.3K +231 +3%
33 34
35
36 37