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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.

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
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$882M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.79B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.9B
4
BlackRock
4
BlackRock
New York
$3.67B
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$958M
2
Jane Street
2
Jane Street
New York
$238M
3
Bank of America
3
Bank of America
North Carolina
$2.42B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$70.9M +$6.52M +55,186 +10%
DCM
102
Disciplina Capital Management
Tennessee
$70.1M +$6.93M +58,634 +11%
SCP
103
Stamos Capital Partners
California
$69M -$18.4M -155,300 -21%
BHWM
104
Bar Harbor Wealth Management
New Hampshire
$68.1M +$7.14M +60,443 +12%
MML Investors Services
105
MML Investors Services
Massachusetts
$68.1M -$9.1M -77,024 -12%
FMC
106
First Merchants Corp
Indiana
$67.5M -$1.79M -15,133 -3%
AF
107
Alerus Financial
North Dakota
$65.5M -$5.79K -49 -0%
TCM
108
Twele Capital Management
Minnesota
$65M +$3.16M +26,717 +5%
F
109
F3Logic
Minnesota
$64.7M +$16.9M +143,034 +35%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$63.4M -$23.2M -198,423 -27%
CCA
111
Conservest Capital Advisors
Pennsylvania
$62.9M +$2.34M +19,785 +4%
BC
112
Bartlett & Co
Ohio
$62.5M +$3.3M +27,950 +6%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$62.5M +$3.3M +27,950 +6%
ZB
114
Zions Bancorporation
Utah
$62.5M +$25.6M +216,831 +70%
COCM
115
Charter Oak Capital Management
New Hampshire
$60.4M +$60.4M +510,758 New
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$60.3M +$60.3M +510,191 New
Fisher Asset Management
117
Fisher Asset Management
Washington
$58.1M +$28.5M +240,742 +96%
FEG
118
Fund Evaluation Group
Ohio
$56.5M +$14M +118,689 +33%
FBFS
119
First Business Financial Services
Wisconsin
$56.3M +$1.43M +12,089 +3%
RhumbLine Advisers
120
RhumbLine Advisers
Massachusetts
$54.2M +$10.8M +91,128 +25%
Citigroup
121
Citigroup
New York
$54M -$142K -1,199 -0.3%
CAL
122
Capital Analysts LLC
Pennsylvania
$52.1M +$2.12M +17,949 +4%
CAN
123
Cetera Advisor Networks
California
$51.8M +$12.1M +102,118 +30%
AWM
124
Altavista Wealth Management
North Carolina
$50.8M +$2.53M +21,393 +5%
PFM
125
Phillips Financial Management
Indiana
$50.8M +$5.32M +45,037 +12%
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