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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
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$882M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.79B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.9B
4
BlackRock
4
BlackRock
New York
$3.67B
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$958M
2
Jane Street
2
Jane Street
New York
$238M
3
Bank of America
3
Bank of America
North Carolina
$2.42B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
Wealthcare Capital Management
Virginia
$111M +$8.75M +74,019 +9%
CWM
77
Cahaba Wealth Management
Georgia
$110M +$6.24M +53,218 +6%
MA
78
MCF Advisors
Kentucky
$110M +$13.4M +113,283 +14%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$109M +$2.16M +18,272 +2%
SS
80
Simplicity Solutions
Minnesota
$109M +$27M +228,606 +33%
Victory Capital Management
81
Victory Capital Management
Texas
$108M +$43M +363,729 +66%
HighTower Advisors
82
HighTower Advisors
Illinois
$101M +$27.4M +231,661 +37%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$99.7M +$9.37M +79,313 +10%
MFM
84
MD Financial Management
Ontario, Canada
$95.9M +$5.76M +48,694 +6%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$94.3M -$16.4M -139,116 -15%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$93.7M -$12.5M -105,600 -12%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$93.4M – – –
EA
88
Efficient Advisors
Ohio
$91.2M -$18.3M -155,229 -17%
CHP
89
Cable Hill Partners
Oregon
$88.3M -$1.28M -10,842 -1%
VIM
90
VCU Investment Management
Virginia
$85.1M – – –
EA
91
Evergreen Advisors
Tennessee
$83.7M +$14.3M +120,863 +21%
BAAM
92
Baker Avenue Asset Management
California
$82.7M +$7.63M +64,572 +10%
ZIM
93
Zacks Investment Management
Illinois
$80.4M +$1.03M +8,692 +1%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$79.8M -$35.2M -298,200 -31%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$79.2M – – –
FCH
96
Freestone Capital Holdings
Washington
$78.8M +$2.76M +23,347 +4%
PCIA
97
Prime Capital Investment Advisors
Kansas
$78.5M +$2.56M +21,670 +3%
CTB
98
Country Trust Bank
Illinois
$75.2M +$23.3M +197,134 +45%
UR
99
USCA RIA
Texas
$73.9M +$7.44M +62,939 +11%
Barclays
100
Barclays
United Kingdom
$71.1M +$15.2M +129,000 +27%
2 3
4
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