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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 %
PFP
1026
Pinnacle Financial Partners
Tennessee
$564K -$306K -2,594 -35%
AFA
1027
Atlanta Financial Associates
Georgia
$558K +$25.9K +219 +5%
Cerity Partners
1028
Cerity Partners
New York
$557K +$557K +4,710 New
FAM
1029
Formidable Asset Management
Ohio
$553K +$97.7K +828 +21%
CIP
1030
Chartwell Investment Partners
Pennsylvania
$550K – – –
MOS
1031
MGO One Seven
Ohio
$546K -$100K -849 -16%
KCM
1032
Kanawha Capital Management
Virginia
$546K +$36.8K +311 +7%
LNWWM
1033
Laird Norton Wetherby Wealth Management
California
$546K +$132K +1,118 +32%
WAOI
1034
Wealth Advisors of Iowa
Iowa
$543K -$45.3K -383 -8%
AFIA
1035
America First Investment Advisors
Nebraska
$543K +$119K +1,010 +28%
WWM
1036
Wolff Wiese Magana
California
$543K +$543K +4,592 New
BCM
1037
Breiter Capital Management
Florida
$538K – – –
DSA
1038
Droms Strauss Advisors
Missouri
$536K -$35.9K -304 -6%
WFA
1039
Wellspring Financial Advisors
Ohio
$535K -$253K -2,139 -32%
MPCG
1040
Matrix Private Capital Group
New York
$535K – – –
HWM
1041
Hemington Wealth Management
Virginia
$531K +$531K +4,494 New
AUB
1042
Atlantic Union Bankshares
Virginia
$530K +$49.2K +416 +10%
LWA
1043
Lenox Wealth Advisors
New York
$528K +$148K +1,251 +39%
CHC
1044
City Holding Co
West Virginia
$527K +$337K +2,850 +177%
MCM
1045
Maryland Capital Management
Maryland
$525K -$158K -1,337 -23%
GT
1046
Glenview Trust
Kentucky
$525K -$61.8K -523 -11%
TC
1047
TownSquare Capital
Utah
$524K +$238K +2,017 +83%
BPB
1048
Badgley, Phelps & Bell
Washington
$522K +$13.6K +115 +3%
TF
1049
TimeScale Financial
Massachusetts
$521K +$2.96K +25 +0.6%
Calamos Advisors
1050
Calamos Advisors
Illinois
$520K -$72.3K -612 -12%
40 41
42
43 44