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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 %
MYIA
1001
Mount Yale Investment Advisors
Colorado
$626K +$626K +5,296 New
SCA
1002
Sage Capital Advisors
South Dakota
$626K +$626K +5,358 New
RWA
1003
River Wealth Advisors
Pennsylvania
$622K -$34.2K -289 -5%
PMFA
1004
Plante Moran Financial Advisors
Michigan
$622K +$64.8K +548 +12%
EWM
1005
Evercore Wealth Management
New York
$620K -$436K -3,690 -41%
NIC
1006
Northwest Investment Counselors
Oregon
$620K +$581K +4,920 +1,509%
FF
1007
Friedenthal Financial
New Jersey
$617K +$27.6K +234 +5%
CA
1008
Continuum Advisory
Idaho
$612K -$94.5K -800 -13%
JF
1009
JSF Financial
California
$612K +$237 +2 +0%
PWMG
1010
Prestige Wealth Management Group
New Jersey
$611K -$1.89K -16 -0.3%
FCA
1011
FinTrust Capital Advisors
South Carolina
$605K -$75K -635 -11%
OPA
1012
Old Port Advisors
Maine
$604K +$604K +5,121 New
VPIM
1013
Vanguard Personalized Indexing Management
California
$603K +$603K +5,101 New
IIA
1014
IPG Investment Advisors
California
$601K +$360K +3,049 +150%
IWS
1015
Insight Wealth Strategies
California
$598K -$13.4K -113 -2%
MCP
1016
Mirador Capital Partners
California
$594K -$82.4K -698 -12%
CAM
1017
Claret Asset Management
Quebec, Canada
$591K – – –
GCM
1018
Gables Capital Management
Florida
$591K – – –
SIS
1019
Sound Income Strategies
Florida
$591K +$61.5K +520 +12%
SFG
1020
Sowa Financial Group
Rhode Island
$589K +$61.4K +519 +12%
AIC
1021
Archer Investment Corporation
Indiana
$585K +$107K +907 +22%
TCWM
1022
Total Clarity Wealth Management
Illinois
$581K -$69.6K -589 -11%
LJAC
1023
L.J. Altfest & Co
New York
$580K -$16.1K -136 -3%
JSA
1024
Jacobson & Schmitt Advisors
Wisconsin
$567K -$9.81K -83 -2%
BCM
1025
Brookmont Capital Management
Texas
$565K +$236 +2 +0%
39 40
41
42 43