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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 %
Brown Advisory
1176
Brown Advisory
Maryland
$337K -$192K -1,625 -36%
NSIM
1177
North Star Investment Management
Illinois
$337K +$945 +8 +0.3%
TCM
1178
Telos Capital Management
California
$335K -$6.98K -59 -2%
1CM
1179
1492 Capital Management
Wisconsin
$335K +$29.3K +248 +10%
BL
1180
BCWM LLC
Kansas
$335K +$55K +466 +20%
UBG
1181
United Bank (Georgia)
Georgia
$334K – – –
ClearBridge Investments
1182
ClearBridge Investments
New York
$334K +$118 +1 +0%
TCOV
1183
Trust Company of Vermont
Vermont
$332K -$13.6K -115 -4%
CCMG
1184
Clark Capital Management Group
Pennsylvania
$328K +$71.2K +602 +28%
TI
1185
Truepoint Inc
Ohio
$327K +$327K +2,767 New
BOS
1186
Bingham Osborn & Scarborough
California
$326K -$98K -830 -23%
CWM
1187
Connecticut Wealth Management
Connecticut
$324K -$163K -1,380 -33%
SCM
1188
Spreng Capital Management
Ohio
$324K -$71K -600 -18%
AFG
1189
Affinia Financial Group
Massachusetts
$323K +$18.7K +158 +6%
4WM
1190
4J Wealth Management
Virginia
$321K +$321K +2,716 New
RG
1191
Rathbones Group
United Kingdom
$320K – – –
HCP
1192
Hexagon Capital Partners
Arkansas
$319K -$10K -85 -3%
SBIA
1193
Sheaff Brock Investment Advisors
Indiana
$319K – – –
SFC
1194
SYM Financial Corp
Indiana
$319K +$3.07K +26 +1%
PWP
1195
Principle Wealth Partners
Connecticut
$319K +$319K +2,696 New
NPT
1196
Nixon Peabody Trust
Massachusetts
$317K +$21.5K +182 +7%
MWM
1197
Modera Wealth Management
New Jersey
$317K +$44.4K +376 +16%
DP
1198
Dearborn Partners
Illinois
$316K – – –
BFG
1199
Beacon Financial Group
Texas
$315K – – –
PBF
1200
Petix & Botte Financial
California
$315K +$118 +1 +0%
46 47
48
49 50