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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 %
DSC
1251
Duncker Streett & Co
Missouri
$246K +$354 +3 +0.1%
PFO
1252
Pathstone Family Office
New Jersey
$246K +$27.4K +232 +13%
TTWM
1253
TCV Trust & Wealth Management
Virginia
$244K – – –
FPGK
1254
Financial Partners Group (Kansas)
Kansas
$242K +$42.3K +360 +21%
JMF
1255
Johnson Midwest Financial
Iowa
$242K +$242K +2,044 New
VFM
1256
Vivid Financial Management
California
$241K -$13.7K -116 -5%
IBOK
1257
Independence Bank of Kentucky
Kentucky
$241K +$30.8K +260 +15%
RWG
1258
Ratio Wealth Group
Colorado
$240K +$240K +2,033 New
CCM
1259
Carlson Capital Management
Minnesota
$240K +$240K +2,049 New
CDIA
1260
Capital Directions Investment Advisors
Georgia
$238K -$62.2K -526 -21%
BFIM
1261
Beese Fulmer Investment Management
Ohio
$238K +$238K +2,010 New
MSWMA
1262
Market Street Wealth Management Advisors
Indiana
$237K -$1.06K -9 -0.4%
CI
1263
Cavalier Investments
Georgia
$234K -$613K -5,178 -72%
CASB
1264
Cape Ann Savings Bank
Massachusetts
$233K +$233K +1,970 New
ODG
1265
O'Dell Group
Ohio
$233K +$233K +1,975 New
WA
1266
Wealth Architects
California
$231K – – –
SWA
1267
Sax Wealth Advisors
New Jersey
$231K +$231K +1,957 New
WAAG
1268
Wealth Alliance Advisory Group
Kansas
$230K -$8.41K -71 -4%
CNB
1269
Camden National Bank
Maine
$229K +$229K +1,935 New
NP
1270
NorthRock Partners
Minnesota
$228K -$119K -1,008 -34%
ARG
1271
Advisory Resource Group
Oklahoma
$224K -$354 -3 -0.2%
TAM
1272
Townsend Asset Management
North Carolina
$224K +$6.39K +54 +3%
IC
1273
Intersect Capital
California
$224K +$224K +1,892 New
LWMG
1274
Levy Wealth Management Group
Pennsylvania
$223K +$223K +1,883 New
AFA
1275
American Financial Advisors
Georgia
$222K +$236 +2 +0.1%
49 50
51
52 53