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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 %
HNW
1076
High Note Wealth
Minnesota
$475K +$475K +4,019 New
NCM
1077
Noesis Capital Mangement
Florida
$471K +$51.3K +434 +12%
MFW
1078
Mosaic Family Wealth
Missouri
$469K +$182K +1,542 +64%
TFGT
1079
TS Financial Group (TSFG)
Illinois
$468K -$64K -542 -12%
DFG
1080
Demars Financial Group
Washington
$461K +$35.8K +303 +8%
CC
1081
Courier Capital
New York
$460K +$14.8K +125 +3%
RMDI
1082
R.M. Davis Inc
Maine
$457K – – –
PS
1083
Planned Solutions
California
$457K +$260K +2,195 +131%
HR
1084
Howe & Rusling
New York
$456K +$16.5K +140 +4%
SRC
1085
Sage Rhino Capital
California
$455K – – –
SSC
1086
Syverson Strege & Co
Iowa
$454K +$454K +3,844 New
SWA
1087
SOA Wealth Advisors
New York
$452K +$452K +3,865 New
WDG
1088
Wealth Dimensions Group
Ohio
$450K +$450K +3,808 New
T. Rowe Price Associates
1089
T. Rowe Price Associates
Maryland
$449K -$3.26M -38,527 -88%
LC
1090
LCNB Corp
Ohio
$449K – – –
EFS
1091
Essex Financial Services
Connecticut
$449K +$94.7K +801 +27%
BHBT
1092
Burke & Herbert Bank & Trust
Virginia
$447K +$201K +1,700 +82%
JSAM
1093
J. Safra Asset Management
New York
$446K +$446K +3,775 New
BWP
1094
BSW Wealth Partners
Colorado
$445K +$354 +3 +0.1%
MCG
1095
McCollum Christoferson Group
New York
$443K +$11.8K +100 +3%
BFG
1096
Barber Financial Group
Kansas
$436K +$436K +3,686 New
TSS
1097
Two Sigma Securities
New York
$433K +$433K +3,662 New
AFM
1098
Andesa Financial Management
Pennsylvania
$432K +$73.1K +618 +20%
NL
1099
NVWM LLC
Pennsylvania
$430K -$3.43K -29 -0.8%
RCM
1100
Rain Capital Management
Oregon
$430K +$2.48K +21 +0.6%
42 43
44
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