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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 %
BWA
1351
Burt Wealth Advisors
Maryland
$74K – – –
MIM
1352
Macroview Investment Management
Maryland
$71K – – –
RG
1353
Retirement Group
California
$70K -$66.9K -569 -49%
RP
1354
Rice Partnership
Hawaii
$70K +$70K +590 New
GFPC
1355
Global Financial Private Client
Florida
$67.5K -$81.8K -692 -55%
FPB
1356
First PREMIER Bank
South Dakota
$67K – – –
D
1357
Diversified
Delaware
$66K +$66K +566 New
EDRH
1358
Edmond de Rothschild Holding
Switzerland
$64K +$23.5K +200 +58%
FP
1359
Fiduciary Planning
Florida
$57K -$7.89M -66,205 -99%
PP
1360
PrairieView Partners
Minnesota
$57K +$54.8K +467 +2,458%
CB
1361
Community Bank
New York
$55K -$6.7K -57 -11%
TFA
1362
Transamerica Financial Advisors
Florida
$55K -$2.25K -19 -4%
MCM
1363
McMillion Capital Management
North Carolina
$54K +$54K +460 New
KFS
1364
Kelly Financial Services
Massachusetts
$52.2K +$32.3K +273 +162%
PCFFS
1365
Pacific Center for Financial Services
California
$51K +$34K +288 +200%
TIAM2
1366
Tru Independence Asset Management 2
Oregon
$51K +$51K +434 New
SC
1367
Steph & Co
Wisconsin
$49K – – –
AAMA
1368
Advanced Asset Management Advisors
Ohio
$48K – – –
BWM
1369
Birchcreek Wealth Management
Ohio
$47K +$47K +406 New
AIL
1370
AGF Investments LLC
Ontario, Canada
$46K -$31.1K -266 -40%
AIM
1371
Anchor Investment Management
South Carolina
$45.5K +$4.96K +42 +12%
LDFR
1372
Lehman & Derafelo Financial Resources
Pennsylvania
$45K +$35.2K +300 +361%
FMII
1373
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
CICI
1374
Capital Investment Counsel Inc
North Carolina
$44K – – –
CL
1375
COWA LLC
Oklahoma
$42K +$42K +355 New
53 54
55
56 57