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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 %
FIM
1101
Fernwood Investment Management
Massachusetts
$429K -$7.56K -64 -2%
EWM
1102
Empirical Wealth Management
Washington
$429K +$42.5K +359 +11%
LFA
1103
Legacy Financial Advisors
Kentucky
$429K +$429K +3,632 New
CAM
1104
Cubic Asset Management
Massachusetts
$428K – – –
CWM
1105
Cranbrook Wealth Management
Michigan
$428K – – –
NAM
1106
NTV Asset Management
West Virginia
$426K +$71.5K +605 +20%
CA
1107
Clearstead Advisors
Ohio
$425K -$22.1K -187 -5%
BRM
1108
Boston Research & Management
Massachusetts
$425K +$31.7K +268 +8%
CAM
1109
Cidel Asset Management
Ontario, Canada
$424K -$376K -3,185 Closed
CSIC
1110
Clifford Swan Investment Counsel
California
$424K +$142K +1,201 +50%
ACM
1111
Alamar Capital Management
California
$424K +$424K +3,586 New
SFG
1112
StrategIQ Financial Group
Indiana
$422K -$120K -1,018 -22%
NAG
1113
Northstar Advisory Group
New Jersey
$419K +$419K +3,542 New
HR
1114
Hayden Royal
North Carolina
$416K -$335K -2,833 -45%
CPA
1115
Clear Perspective Advisors
Illinois
$416K +$143K +1,210 +52%
WF
1116
Welch & Forbes
Massachusetts
$415K -$7.1K -60 -2%
RWA
1117
Ropes Wealth Advisors
Massachusetts
$415K – – –
DWT
1118
Dorsey & Whitney Trust
South Dakota
$414K +$88.6K +750 +27%
CT
1119
Columbia Trust
Oregon
$414K +$414K +3,506 New
PP
1120
Professional Planning
California
$413K +$413K +3,492 New
CA
1121
CGN Advisors
Kansas
$413K +$413K +3,496 New
BFG
1122
Berger Financial Group
Minnesota
$412K +$412K +3,483 New
EWF
1123
Epstein & White Financial
California
$407K +$407K +3,455 New
Wolverine Trading
1124
Wolverine Trading
Illinois
$406K -$324K -2,740 -44%
KIM
1125
Karpus Investment Management
New York
$405K – – –
43 44
45
46 47