AGG icon

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 %
FFA
1326
Founders Financial Alliance
North Carolina
$127K +$26.2K +222 +26%
KFI
1327
Key Financial Inc
Pennsylvania
$127K +$127K +1,072 New
CCA
1328
Column Capital Advisors
Indiana
$123K – – –
HFA
1329
HC Financial Advisors
California
$122K +$121K +1,023 +8,525%
RIM
1330
Rockbridge Investment Management
New York
$121K +$24.8K +210 +26%
PG
1331
Proffitt & Goodson
Tennessee
$115K -$591 -5 -0.5%
CWA
1332
Clearview Wealth Advisors
Oregon
$110K +$110K +932 New
TAM
1333
Tucker Asset Management
Colorado
$110K +$110K +929 New
SQA
1334
Simon Quick Advisors
New Jersey
$109K -$383K -3,253 -78%
JCM
1335
Jacobi Capital Management
Pennsylvania
$109K -$8.37K -71 -7%
SFPG
1336
Stonebridge Financial Planning Group
Florida
$106K +$4.83K +41 +5%
MAWCM
1337
Mine & Arao Wealth Creation & Management
California
$102K +$99.8K +843 +4,437%
RDFA
1338
Ritter Daniher Financial Advisory
Ohio
$102K +$102K +860 New
GIA
1339
Goodwin Investment Advisory
Georgia
$101K +$101K +856 New
APC
1340
Asset Planning Corporation
Tennessee
$99K +$99K +840 New
CCM
1341
Covington Capital Management
California
$95K – – –
MRC
1342
Millburn Ridgefield Corp
New York
$93K +$28.1K +237 +43%
KPCM
1343
Kings Point Capital Management
New York
$93K +$69.2K +583 +292%
AWA
1344
Artemis Wealth Advisors
New York
$85.8K +$591 +5 +0.7%
VRM
1345
Vectors Research Management
New York
$85K -$10.1K -86 -11%
SSB
1346
Sandy Spring Bank
Maryland
$85K – – –
ADL
1347
Asset Dedication LLC
California
$84K +$1.65K +14 +2%
OFG
1348
Oxford Financial Group
Indiana
$81K +$1.31K +11 +2%
LFASL
1349
Lugano Financial Advisors SA (LFA)
Switzerland
$78K – – –
SIM
1350
Sonora Investment Management
Arizona
$75K -$61.9K -522 -45%
52 53
54
55 56