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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 %
IFG
1151
Investors Financial Group
Minnesota
$366K +$17.8K +151 +5%
WDC
1152
Woodward Diversified Capital
California
$366K +$366K +3,094 New
DCM
1153
Dimension Capital Management
Florida
$365K – – –
CPW
1154
Catalyst Private Wealth
California
$363K +$49K +415 +16%
AIC
1155
Argus Investors Counsel
New York
$362K -$5.21K -44 -1%
BW
1156
Bison Wealth
Georgia
$360K +$21.9K +185 +6%
AL
1157
ADE LLC
Maryland
$359K +$359K +3,036 New
IFO
1158
Independent Family Office
New York
$358K +$3.19K +27 +0.9%
CCA
1159
Checchi Capital Advisers
California
$356K -$1.18M -9,973 -77%
ACP
1160
Ashfield Capital Partners
California
$355K – – –
NB
1161
NBT Bank
New York
$355K +$126K +1,064 +55%
TC
1162
Trust Company
Kansas
$354K -$71.7K -607 -17%
IIC
1163
Ironwood Investment Counsel
Arizona
$353K -$11.1K -94 -3%
WAM
1164
WNY Asset Management
New York
$353K +$353K +2,987 New
HF
1165
HRT Financial
New York
$350K +$350K +2,967 New
BFA
1166
Beacon Financial Advisory
Ohio
$349K +$48.1K +408 +16%
BMCM
1167
Bryn Mawr Capital Management
Pennsylvania
$348K – – –
CFD
1168
Creative Financial Designs
Indiana
$348K +$37.6K +318 +12%
GL
1169
Graypoint LLC
New York
$346K +$25.2K +213 +8%
BWL
1170
Bogart Wealth LLC
Virginia
$344K – – –
FEM
1171
Fulcrum Equity Management
Texas
$344K +$344K +2,909 New
IIM
1172
InTrack Investment Management
Vermont
$344K +$344K +2,910 New
AWA
1173
Acorn Wealth Advisors
Michigan
$342K +$9.11K +77 +3%
FFG
1174
Fullen Financial Group
Ohio
$341K +$355 +3 +0.1%
GGI
1175
Godsey & Gibb Inc
Virginia
$339K +$339K +2,866 New
45 46
47
48 49