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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 %
MIA
901
MainStreet Investment Advisors
Illinois
$1.01M -$853K -7,216 -46%
GFP
902
Gryphon Financial Partners
Ohio
$1.01M -$667K -5,643 -40%
CIC
903
Carnegie Investment Counsel
Ohio
$992K +$183K +1,550 +23%
CBT
904
Capital Bank & Trust
California
$990K +$990K +8,377 New
SWP
905
Strategic Wealth Partners
Ohio
$987K +$35K +296 +4%
LRPA
906
L. Roy Papp & Associates
Arizona
$987K +$325K +2,753 +49%
TPWA
907
TRUE Private Wealth Advisors
Oregon
$965K -$3.1M -26,248 -76%
IDA
908
Intelligence Driven Advisers
California
$964K +$194K +1,645 +25%
LWA
909
LWS Wealth Advisors
New Jersey
$961K -$1.02M -8,637 -52%
AF
910
Apexium Financial
Texas
$960K -$4.25K -36 -0.4%
NA
911
Nottingham Advisors
New York
$956K – – –
FMN
912
Financial Management Network
California
$953K +$953K +8,117 New
MFG
913
Merit Financial Group
Georgia
$949K -$141K -1,195 -13%
BC
914
Burney Company
Virginia
$948K +$38.3K +324 +4%
BFG
915
Baron Financial Group
New Jersey
$943K +$699K +5,910 +286%
ODIJL
916
One Day In July LLC
Vermont
$936K +$710K +6,003 +313%
GEA
917
Glen Eagle Advisors
New Jersey
$936K +$81.1K +686 +9%
JFG
918
JMG Financial Group
Illinois
$934K +$934K +7,900 New
HT
919
Heritage Trust
Oklahoma
$927K +$15.3K +129 +2%
CC
920
Cadinha & Co
Hawaii
$923K – – –
VVP
921
Venture Visionary Partners
Ohio
$923K +$188K +1,595 +26%
AAP
922
Arax Advisory Partners
Colorado
$912K +$44.8K +379 +5%
AIA
923
Alera Investment Advisors
Illinois
$908K -$1.42M -12,004 -61%
PB
924
Pinnacle Bancorp
Nebraska
$904K +$12.1K +102 +1%
APW
925
Aurora Private Wealth
New Jersey
$904K +$162K +1,369 +22%
35 36
37
38 39