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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 %
FLI
1276
Family Legacy Inc
South Carolina
$222K +$591 +5 +0.3%
FANJ
1277
Financial Architects (New Jersey)
New Jersey
$222K +$9.21K +78 +4%
MC
1278
Moors & Cabot
Massachusetts
$222K +$12.9K +109 +6%
HWM
1279
Hohimer Wealth Management
Washington
$221K – – –
PCMC
1280
Private Capital Management (Colorado)
Colorado
$221K +$221K +1,870 New
LS
1281
Leelyn Smith
Illinois
$217K -$12.7K -108 -6%
CFO
1282
Collective Family Office
Pennsylvania
$216K +$216K +1,825 New
CCA
1283
Clearwater Capital Advisors
Illinois
$215K +$215K +1,821 New
MWM
1284
MBE Wealth Management
Wisconsin
$214K +$214K +1,815 New
CC
1285
Copperleaf Capital
North Carolina
$213K – – –
FPCG
1286
Fort Pitt Capital Group
Pennsylvania
$211K +$211K +1,782 New
SIC
1287
Samalin Investment Counsel
New York
$211K +$211K +1,784 New
FWP
1288
Firethorn Wealth Partners
Georgia
$211K +$211K +1,784 New
BJ
1289
Brouwer & Janachowski
California
$210K -$4.49K -38 -2%
SFO
1290
Stokes Family Office
Louisiana
$210K +$236 +2 +0.1%
RWM
1291
Reston Wealth Management
Virginia
$210K +$944 +8 +0.5%
SFSIG
1292
San Francisco Sentry Investment Group
California
$209K +$75.6K +640 +57%
MW
1293
Marcum Wealth
Ohio
$208K -$206K -1,739 -50%
QAM
1294
QCI Asset Management
New York
$207K +$207K +1,748 New
MA
1295
Montag & Associates
Georgia
$207K +$207K +1,750 New
SCM
1296
Silvant Capital Management
Georgia
$206K – – –
WG
1297
Welch Group
Alabama
$206K +$206K +1,740 New
GCA
1298
Guardian Capital Advisors
Ontario, Canada
$204K – – –
UTC
1299
Unified Trust Company
Kentucky
$204K – – –
APCM
1300
Alaska Permanent Capital Management
Alaska
$203K – – –
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