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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 %
CIR
926
Clear Investment Research
Georgia
$898K +$62.3K +527 +7%
TNB
927
TCF National Bank
South Dakota
$895K +$42.5K +360 +5%
MAM
928
MMA Asset Management
Pennsylvania
$895K +$895K +7,576 New
PCP
929
Proficio Capital Partners
Massachusetts
$892K -$165K -1,396 -16%
RAM
930
Riggs Asset Management
Pennsylvania
$862K -$773K -6,544 -47%
JSL
931
JT Stratford LLC
Georgia
$860K -$3.07K -26 -0.4%
W
932
Wealthquest
Ohio
$850K -$189K -1,603 -18%
DBRC
933
D.B. Root & Company
Pennsylvania
$846K -$369K -3,122 -30%
OGF
934
Orin Green Financial
California
$845K +$845K +7,152 New
CF
935
Centaurus Financial
California
$843K +$61.3K +519 +8%
DBT
936
Dubuque Bank & Trust
Iowa
$842K -$178K -1,508 -17%
BCA
937
Bay Colony Advisors
Massachusetts
$839K +$241K +2,034 +40%
FC
938
Ferris Capital
Massachusetts
$837K +$85.8K +726 +11%
CFA
939
Cahill Financial Advisors
Minnesota
$836K +$836K +7,070 New
PA
940
Pinnacle Associates
New York
$835K +$93.9K +795 +13%
GCM
941
Gibraltar Capital Management
Oklahoma
$834K +$145K +1,224 +21%
FIM
942
Freedom Investment Management
Connecticut
$831K +$33.1K +280 +4%
AWMG
943
Alliance Wealth Management Group
New Jersey
$830K -$89.5K -758 -10%
BS
944
Boenning & Scattergood
Pennsylvania
$828K +$194K +1,640 +31%
SCM
945
Stordahl Capital Management
Colorado
$827K +$45.3K +383 +6%
AA
946
ACT Advisors
North Carolina
$821K +$821K +6,946 New
SLWS
947
Swaine & Leidel Wealth Services
Florida
$805K -$27.7K -234 -3%
MWM
948
Madison Wealth Management
Ohio
$805K +$96.9K +820 +14%
SP
949
Successful Portfolios
Florida
$803K +$9.33K +79 +1%
WAG
950
Winthrop Advisory Group
Massachusetts
$798K +$544K +4,609 +215%
36 37
38
39 40