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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 %
I2I
1126
Insight 2811 Inc
Illinois
$404K +$404K +3,421 New
CAM
1127
Concorde Asset Management
Michigan
$396K -$6.03K -51 -1%
FNT
1128
First National Trust
Pennsylvania
$395K -$202K -1,710 -34%
CSPAM
1129
Cary Street Partners Asset Management
Virginia
$395K +$395K +3,341 New
BPCE
1130
Bank Pictet & Cie (Europe)
Germany
$391K – – –
V
1131
Veritable
Delaware
$391K +$88.7K +750 +29%
SWMP
1132
Signature Wealth Management Partners
New Jersey
$390K +$390K +3,302 New
Kovitz Investment Group Partners
1133
Kovitz Investment Group Partners
Illinois
$387K -$964K -8,153 -71%
GG
1134
GenWealth Group
New Jersey
$387K -$138K -1,169 -26%
LNB
1135
Ledyard National Bank
$387K -$2.95K -25 -0.8%
FNBOSM
1136
First National Bank of South Miami
Florida
$387K -$2.37K -20 -0.6%
WPA
1137
West Paces Advisors
Georgia
$386K -$36.6K -310 -9%
IF
1138
Intrua Financial
Texas
$385K -$63.5K -537 -14%
PGFC
1139
Peapack-Gladstone Financial Corp
New Jersey
$384K -$69.2K -586 -15%
PWAG
1140
Polaris Wealth Advisory Group
California
$383K -$9.8M -83,713 -96%
MFT
1141
Moisand Fitzgerald Tamayo
Florida
$382K – – –
CFO
1142
CVA Family Office
Colorado
$378K -$46.3K -392 -11%
FWM
1143
Focused Wealth Management
New York
$378K -$7.56K -64 -2%
HTC
1144
Haverford Trust Company
Pennsylvania
$378K – – –
HFA
1145
Hoover Financial Advisors
Pennsylvania
$376K +$198K +1,691 +111%
FSG
1146
Financial Strategies Group
Michigan
$375K -$11.1K -94 -3%
CA
1147
Claro Advisors
Massachusetts
$369K -$37.9K -321 -9%
CPWA
1148
Cerro Pacific Wealth Advisors
California
$369K +$369K +3,119 New
LAM
1149
LifePro Asset Management
California
$368K +$368K +3,110 New
WGCA
1150
Wolf Group Capital Advisors
Virginia
$367K +$131K +1,105 +55%
44 45
46
47 48