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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 %
VC
1376
Vestor Capital
Illinois
$42K +$42K +359 New
DOA
1377
D'Orazio & Associates
Virginia
$39K – – –
LWANC
1378
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K – – –
ARMC
1379
American Research & Management Company
Massachusetts
$38K +$38K +325 New
ARIS
1380
Advanced Research Investment Solutions
California
$37K +$37K +317 New
SA
1381
SRH Advisors
Kansas
$36K – – –
ACA
1382
Aptus Capital Advisors
Alabama
$35K -$12.3K -104 -26%
HCC
1383
Hirtle Callaghan & Co
Pennsylvania
$34K -$41K – –
PAIM
1384
Punch & Associates Investment Management
Minnesota
$34K +$34K +285 New
IRC
1385
Investors Research Corp
Georgia
$33K +$11.8K +98 +55%
WAS
1386
Winch Advisory Services
Wisconsin
$32K – – –
YAL
1387
Your Advocates Ltd
Texas
$31K – – –
CWC
1388
Carolinas Wealth Consulting
North Carolina
$31K +$5.59K +48 +22%
SNT
1389
Security National Trust
West Virginia
$31K +$13.3K +112 +75%
WWM
1390
Wagner Wealth Management
South Carolina
$31K +$31K +259 New
SWM
1391
Selective Wealth Management
Virginia
$31K +$31K +266 New
CWM
1392
Curi Wealth Management
North Carolina
$30K +$30K +256 New
FFC
1393
First Financial Corp
Indiana
$29K -$4.95K -42 -15%
BFC
1394
Bedel Financial Consulting
Indiana
$29K +$118 +1 +0.4%
TWA
1395
TCI Wealth Advisors
Arizona
$29K +$11.3K +96 +64%
PP
1396
Pacifica Partners
Canada
$29K +$11.5K +99 +66%
AIA
1397
Arcadia Investment Advisors
Idaho
$28.2K +$28.2K +239 New
DWM
1398
Defined Wealth Management
Oregon
$28K +$28K +238 New
TC
1399
Truvestments Capital
Florida
$24K +$24K +211 New
BFO
1400
Biltmore Family Office
North Carolina
$23K -$70K -584 -75%
54 55
56
57 58