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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 %
HWM
976
Howard Wealth Management
Connecticut
$697K +$22.1K +187 +3%
DFA
977
Delta Financial Advisors
Louisiana
$690K +$591 +5 +0.1%
SCG
978
Sonata Capital Group
Washington
$688K -$267K -2,258 -28%
PAM
979
Palisade Asset Management
Minnesota
$684K +$33.2K +281 +5%
GKWIM
980
Gerber Kawasaki Wealth & Investment Management
California
$683K +$683K +5,782 New
MFG
981
MidWestOne Financial Group
Iowa
$675K – – –
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$675K +$51.5K +436 +8%
JWCA
983
J.W. Coons Advisors
Ohio
$667K +$237 +2 +0%
TF
984
Trek Financial
Arizona
$665K +$355K +3,003 +114%
VCM
985
Vivaldi Capital Management
Illinois
$664K -$518K -4,385 -44%
ISB
986
Iowa State Bank
Iowa
$663K +$46.1K +390 +7%
PCG
987
Private Capital Group
Connecticut
$656K -$172K -1,454 -21%
AIM
988
Arcadia Investment Management
Michigan
$656K -$23.6K -200 -3%
GPC
989
Garrison Point Capital
California
$652K – – –
MGI
990
MayTech Global Investments
New York
$650K -$1.21M -10,246 -65%
MMA
991
Miracle Mile Advisors
California
$647K +$389K +3,286 +150%
BAS
992
Brown Advisory Securities
Maryland
$643K +$98.4K +832 +18%
CGFA
993
Colton Groome Financial Advisors
North Carolina
$643K +$429K +3,629 +200%
LA
994
Latitude Advisors
Florida
$643K +$643K +5,443 New
CBN
995
Cadence Bank NA
Texas
$642K +$56.1K +474 +10%
WPC
996
White Pine Capital
Minnesota
$641K – – –
SF
997
Symphony Financial
Texas
$640K +$236 +2 +0%
SFG
998
SageGuard Financial Group
Tennessee
$635K +$635K +5,414 New
DAM
999
Delta Asset Management
Tennessee
$629K -$42.6K -361 -6%
WWA
1000
WC Walker & Associates
California
$627K +$627K +5,413 New
38 39
40
41 42