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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 %
TIM
1401
Tortoise Investment Management
New York
$23K -$9.58K -80 -29%
AWM
1402
AllSquare Wealth Management
New York
$23K – – –
JAWM
1403
J. Arnold Wealth Management
Ohio
$22K +$2.37K +20 +12%
CPWM
1404
Cypress Point Wealth Management
Texas
$22K +$22K +182 New
MIM
1405
Merrion Investment Management
New Jersey
$22K +$22K +185 New
KTC
1406
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
ME
1407
McIlrath & Eck
Washington
$21K – – –
PIP
1408
Peachtree Investment Partners
Florida
$20K – – –
CHA
1409
Carmichael Hill & Associates
Maryland
$17K – – –
WLPWM
1410
Walled Lake Planning & Wealth Management
Illinois
$15K -$14.9K -130 -50%
PK
1411
Pflug Koory
Nebraska
$15K – – –
FRA
1412
Front Row Advisors
California
$14K -$8.52K -70 -38%
PWA
1413
Phoenix Wealth Advisors
North Carolina
$14K +$14K +120 New
RFWA
1414
RPg Family Wealth Advisory
Massachusetts
$11.8K – – –
SWA
1415
Sutton Wealth Advisors
Florida
$11.2K – – –
NG
1416
NWK Group
California
$11K -$2.43K -21 -18%
RCA
1417
Ranch Capital Advisors
Florida
$11K +$118 +1 +1%
TH
1418
TCTC Holdings
Texas
$9K – – –
IRAG
1419
Investment Research & Advisory Group
Georgia
$9K – – –
BAMG
1420
Brand Asset Management Group
Missouri
$9K +$6.92K +60 +333%
HI
1421
Hoey Investments
Pennsylvania
$9K +$9K +72 New
OIM
1422
Oder Investment Management
California
$9K +$9K +75 New
BCA
1423
Berman Capital Advisors
Georgia
$9K +$8.89K +81 +8,100%
CCM
1424
Cribstone Capital Management
Maine
$8K +$8K +65 New
TWM
1425
Tradition Wealth Management
Minnesota
$8K +$8K +70 New
55 56
57
58 59