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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 %
BWM
1226
Brickley Wealth Management
California
$268K -$1.89K -16 -0.7%
APW
1227
Acima Private Wealth
Virginia
$268K +$27.3K +231 +11%
MCM
1228
McKinley Capital Management
Alaska
$267K +$267K +2,256 New
TWM
1229
Titus Wealth Management
California
$266K – – –
AIM
1230
Alhambra Investment Management
Florida
$265K -$8.52K -72 -3%
AWM
1231
Atticus Wealth Management
Florida
$265K +$118 +1 +0%
CHJWM
1232
Carlton Hofferkamp & Jenks Wealth Management
Texas
$265K +$265K +2,256 New
SEP
1233
Southland Equity Partners
Missouri
$265K +$265K +2,241 New
MI
1234
Moneywise Inc
Virginia
$264K -$37.4K -317 -12%
TCA
1235
Transcend Capital Advisors
New Jersey
$263K -$34.1K -288 -11%
CA
1236
Capital Advantage
California
$262K +$942 +8 +0.4%
MSA
1237
Marino Stram & Associates
Massachusetts
$262K +$25.2K +213 +11%
THWM
1238
Taylor Hoffman Wealth Management
Virginia
$261K – – –
HPC
1239
HM Payson & Co
Maine
$261K +$173K +1,466 +198%
VCS
1240
Vaughan & Co Securities
New Jersey
$260K -$143K -1,214 -36%
MAS
1241
Managed Account Services
Florida
$258K -$39.6K -338 -13%
FMI
1242
F/M Investments
District of Columbia
$258K +$258K +2,186 New
QPWM
1243
Quadrant Private Wealth Management
Pennsylvania
$255K -$17.6K -149 -6%
IA
1244
Insight Advisors
Pennsylvania
$253K +$253K +2,144 New
SHWM
1245
Silicon Hills Wealth Management
Texas
$251K -$9.11K -77 -4%
BWFA
1246
Baltimore-Washington Financial Advisors
Maryland
$251K +$28K +237 +13%
VAM
1247
Verity Asset Management
North Carolina
$249K -$20.5M -173,694 -99%
TCM
1248
Tradewinds Capital Management
Washington
$249K -$2.71M -22,873 -92%
CSPIA
1249
Cary Street Partners Investment Advisory
Virginia
$248K -$315K -2,660 -56%
FDCDDQ
1250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K +$153K +1,292 +162%
48 49
50
51 52