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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 %
BWAM
951
Boyd Watterson Asset Management
Ohio
$794K +$17.6K +149 +2%
HWA
952
Heritage Wealth Advisors
Virginia
$793K -$135K -1,144 -15%
SMG
953
Spectrum Management Group
Indiana
$790K -$59K -499 -7%
GM
954
GeoWealth Management
Illinois
$787K +$66.3K +560 +9%
AIP
955
Almanack Investment Partners
Pennsylvania
$785K -$56.9K -482 -7%
CTC
956
Central Trust Company
Missouri
$781K +$236K +1,996 +43%
CBFP
957
Cedar Brook Financial Partners
Ohio
$774K +$86.9K +735 +13%
SCA
958
Stillwater Capital Advisors
Pennsylvania
$773K – – –
AIS
959
American Investment Services
Massachusetts
$766K -$945 -8 -0.1%
SFS
960
Summit Financial Strategies
Ohio
$765K +$116K +983 +18%
LIM
961
Leavell Investment Management
Alabama
$759K +$123K +1,045 +19%
PC
962
Permanens Capital
New York
$757K +$291K +2,464 +62%
LL
963
LPWM LLC
Minnesota
$752K -$1.36M -11,521 -64%
IC
964
Inscription Capital
Texas
$751K -$219K -1,855 -23%
BSW
965
Buckingham Strategic Wealth
Missouri
$750K +$287K +2,431 +62%
EAM
966
Evanson Asset Management
California
$749K +$1.3K +11 +0.2%
GCA
967
Gradient Capital Advisors
California
$745K – – –
RWM
968
RKL Wealth Management
Pennsylvania
$743K -$33.6K -284 -4%
SF
969
Summit Financial
New Jersey
$739K +$59.3K +502 +9%
CMP
970
Courage Miller Partners
Virginia
$737K – – –
TFS
971
Thoroughbred Financial Services
Tennessee
$726K +$67.4K +570 +10%
FWA
972
FOCUS Wealth Advisors
Texas
$726K +$726K +6,140 New
OBWP
973
O'Brien Wealth Partners
Massachusetts
$726K +$726K +6,199 New
GTAM
974
Global Trust Asset Management
Florida
$717K +$52.5K +444 +8%
RFA
975
Reilly Financial Advisors
California
$701K +$1.3K +11 +0.2%
37 38
39
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