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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 %
LWM
1201
Lyell Wealth Management
California
$315K +$83.9K +709 +36%
BOTW
1202
Bank of the West
California
$314K -$49.2K -416 -14%
FWIA
1203
Fort Washington Investment Advisors
Ohio
$314K +$1.18K +10 +0.4%
NEPPG
1204
New England Professional Planning Group
Rhode Island
$314K +$314K +2,668 New
RI
1205
Ridgewood Investments
New Jersey
$312K – – –
OWA
1206
Octavia Wealth Advisors
Ohio
$312K +$312K +2,637 New
WI
1207
Wedgewood Investors
Pennsylvania
$310K – – –
WPC
1208
Waters Parkerson & Co
Louisiana
$306K +$5.91K +50 +2%
CPSC
1209
Carl P. Sherr & Co
Massachusetts
$296K – – –
SB
1210
Simmons Bank
Arkansas
$293K -$26.6K -225 -8%
AWM
1211
Avondale Wealth Management
Texas
$293K – – –
CWM
1212
Cordatus Wealth Management
Pennsylvania
$291K -$124K -1,052 -30%
JCM
1213
Janney Capital Management
Pennsylvania
$287K -$237 -2 -0.1%
HVM
1214
Harvest Volatility Management
Connecticut
$287K +$287K +2,427 New
WAM
1215
Weatherly Asset Management
California
$286K – – –
DY
1216
Dowling & Yahnke
California
$282K – – –
BO
1217
Bank OZK
Arkansas
$282K +$14.4K +122 +5%
HWA
1218
HCR Wealth Advisors
California
$281K +$4.38K +37 +2%
TA
1219
TFG Advisers
Michigan
$280K +$32.3K +273 +13%
MCM
1220
Mengis Capital Management
Oregon
$276K -$7.2K -61 -3%
AMIM
1221
Aull & Monroe Investment Management
Alabama
$276K – – –
ODCM
1222
Old Dominion Capital Management
Virginia
$274K – – –
FWM
1223
Frontier Wealth Management
Missouri
$273K -$2.01K -17 -0.7%
CQS
1224
Credential Qtrade Securities
$272K -$827 -7 -0.3%
KIG
1225
Kowal Investment Group
Wisconsin
$272K +$272K +2,329 New
47 48
49
50 51