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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 %
IWMA
1051
Ironwood Wealth Management (Arizona)
Arizona
$520K +$18.4K +156 +4%
SC
1052
SouthState Corp
Florida
$519K -$18.1K -153 -3%
Fiera Capital (Canada)
1053
Fiera Capital (Canada)
Quebec, Canada
$513K +$63.3K +536 +14%
BFA
1054
Bluestem Financial Advisors
Illinois
$509K – – –
FM
1055
Family Management
New York
$506K – – –
SFM
1056
Signet Financial Management
New Jersey
$503K +$14.8K +125 +3%
CFA
1057
Carroll Financial Associates
North Carolina
$502K +$66K +559 +15%
WWM
1058
WJ Wealth Management
Arizona
$502K +$502K +4,250 New
CFIA
1059
Cantor Fitzgerald Investment Advisors
New York
$501K +$501K +4,237 New
NGA
1060
Naples Global Advisors
Florida
$499K +$34.9K +295 +8%
SSCA
1061
South Shore Capital Advisors
Massachusetts
$498K +$498K +4,213 New
CFS
1062
CRA Financial Services
New Jersey
$496K – – –
AFC
1063
AFT Forsyth & Company
Florida
$496K – – –
AWA
1064
ARS Wealth Advisors
Florida
$496K +$3.55K +30 +0.7%
5L
1065
55I LLC
Massachusetts
$489K -$562K -4,755 -53%
TNB
1066
Thomasville National Bank
Georgia
$489K -$7.91K -67 -2%
PHS
1067
Pekin Hardy Strauss
Illinois
$487K -$7.1K -60 -1%
PNAA
1068
Pictet North America Advisors
Switzerland
$485K – – –
BA
1069
Bridge Advisory
California
$481K +$481K +4,066 New
SIAG
1070
Safeguard Investment Advisory Group
California
$480K +$480K +4,061 New
T
1071
TrueFG
Texas
$478K +$17.5K +148 +4%
NFG
1072
Nations Financial Group
Iowa
$477K +$51.4K +435 +12%
AFS
1073
Annapolis Financial Services
Maryland
$477K +$477K +4,035 New
BSSFA
1074
Baron Silver Stevens Financial Advisors
Florida
$477K +$477K +4,037 New
AIM
1075
Astor Investment Management
Illinois
$476K +$476K +4,028 New
41 42
43
44 45