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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 %
EVM
876
Eaton Vance Management
Massachusetts
$1.1M -$44.9K -380 -4%
WP
877
WealthPLAN Partners
Nebraska
$1.1M +$33.1K +283 +3%
QCIG
878
Quad-Cities Investment Group
Iowa
$1.1M +$95.9K +811 +10%
MWM
879
Mattern Wealth Management
Kansas
$1.1M -$3.09M -26,109 -74%
HFP
880
Holistic Financial Partners
Indiana
$1.09M -$2.01K -17 -0.2%
PFGIA
881
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$154K -1,307 -12%
GWAM
882
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.08M +$1.08M +9,132 New
PWM
883
PRW Wealth Management
Massachusetts
$1.08M – – –
CA
884
Cambridge Advisors
Nebraska
$1.07M -$5.67K -48 -0.5%
B
885
Bailard
California
$1.07M +$425K +3,594 +66%
IFWM
886
Institute for Wealth Management
Colorado
$1.07M +$80.5K +681 +8%
FCM
887
Firestone Capital Management
Florida
$1.07M +$1.89K +16 +0.2%
JPLA
888
Joseph P. Lucia & Associates
New York
$1.07M +$185K +1,565 +21%
CCM
889
Colorado Capital Management
Colorado
$1.06M – – –
SPA
890
Sentinel Pension Advisors
Massachusetts
$1.06M -$70.3K -595 -6%
KFC
891
Klingenstein Fields & Co
New York
$1.05M -$451K -3,817 -30%
TNBTD
892
Trustmark National Bank Trust Department
Mississippi
$1.05M +$100K +847 +11%
SIA
893
Strategic Investment Advisors
Michigan
$1.04M -$2.1M -17,784 -67%
LAS
894
Lloyd Advisory Services
Georgia
$1.04M +$6.62K +56 +0.6%
NW
895
NewEdge Wealth
Pennsylvania
$1.04M +$1.04M +8,758 New
BBNA
896
Bremer Bank National Association
Minnesota
$1.03M – – –
CF
897
Clarity Financial
Texas
$1.03M +$1.03M +8,693 New
CIA
898
Choate Investment Advisors
Massachusetts
$1.02M -$227K -1,922 -18%
SWM
899
Stockman Wealth Management
Montana
$1.02M +$97.9K +829 +11%
PA
900
Procyon Advisors
Connecticut
$1.01M +$109K +922 +12%
34 35
36
37 38