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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 %
GC
1301
Grace Capital
Massachusetts
$201K -$170K -1,439 -46%
Principal Financial Group
1302
Principal Financial Group
Iowa
$201K +$201K +1,701 New
APA
1303
Allegiant Private Advisors
Florida
$201K +$201K +1,704 New
WC
1304
Westwind Capital
New Mexico
$194K +$48K +406 +33%
OC
1305
Oakworth Capital
Alabama
$186K -$46.5K -393 -20%
RCA
1306
Rowland Carmichael Advisors
Arizona
$184K – – –
BBHC
1307
Brown Brothers Harriman & Co
New York
$177K -$375K -3,176 -68%
SMA
1308
Sage Mountain Advisors
Georgia
$172K +$172K +1,458 New
GI
1309
Gradient Investments
Minnesota
$170K – – –
1IA
1310
1834 Investment Advisors
Wisconsin
$169K – – –
Bessemer Group
1311
Bessemer Group
New Jersey
$165K -$715K -6,069 -81%
JAM
1312
JCIC Asset Management
Ontario, Canada
$155K +$15.4K +130 +11%
HDIM
1313
Hanson & Doremus Investment Management
Vermont
$155K +$132K +1,115 +572%
WEC
1314
Winslow Evans & Crocker
Massachusetts
$154K +$89K +753 +137%
CA
1315
Centerpoint Advisors
Massachusetts
$150K +$150K +1,270 New
WIM
1316
Westside Investment Management
California
$147K +$2.41K +751 +2%
GWS
1317
Glassman Wealth Services
Virginia
$146K -$15K -127 -9%
LWM
1318
Liberty Wealth Management
California
$144K -$17.4K -149 -11%
PAI
1319
Pittenger & Anderson Inc
Nebraska
$143K +$46.5K +394 +48%
BCA
1320
Bray Capital Advisors
Florida
$142K – – –
SIC
1321
Salem Investment Counselors
North Carolina
$138K +$3.06K +26 +2%
LWA
1322
Lowe Wealth Advisors
Maryland
$137K – – –
TFA
1323
Toth Financial Advisory
Virginia
$135K +$14.5K +123 +12%
HS
1324
Horan Securities
United States
$135K +$19.7K +166 +17%
BAM
1325
Barrett Asset Management
New York
$133K +$73.9K +625 +125%
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