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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 %
DWMG
1426
DB Wealth Management Group
California
$8K +$8K +71 New
RBC
1427
Roble Belko & Company
Pennsylvania
$7K – – –
ACG
1428
Allen Capital Group
Nebraska
$7K +$7K +60 New
CB
1429
CNB Bank
Pennsylvania
$7K +$7K +63 New
HWM
1430
HighMark Wealth Management
Minnesota
$5K -$3.78K -34 -43%
T2I
1431
Turim 21 Investimentos
Brazil
$5K +$5K +44 New
ICP
1432
Interchange Capital Partners
Pennsylvania
$5K +$5K +50 New
NFSG
1433
Newbridge Financial Services Group
Florida
$4K -$8.43K -78 -68%
TF
1434
Tompkins Financial
New York
$4K – – –
VCM
1435
Vigilant Capital Management
Maine
$4K – – –
CPFP
1436
Clear Perspectives Financial Planning
Ohio
$4K +$4K +33 New
MAM
1437
McCarthy Asset Management
California
$4K +$4K +36 New
FGAM
1438
Financial Gravity Asset Management
Texas
$4K +$4K +37 New
CP
1439
Corbenic Partners
Pennsylvania
$3K +$3K +29 New
CYG
1440
Clean Yield Group
Vermont
$2K – – –
FFG
1441
Fortem Financial Group
California
$2K +$2K +16 New
IA
1442
IFS Advisors
Kansas
$2K +$2K +23 New
BIP
1443
Blueprint Investment Partners
North Carolina
$1.14K -$1.09M -9,619 -100%
DAC
1444
Dividend Assets Capital
South Carolina
$1K – – –
FCB
1445
First Command Bank
Texas
$1K +$1K +5 New
FCFS
1446
First Command Financial Services
Texas
$1K +$1K +5 New
AIA
1447
Armor Investment Advisors
North Carolina
$1K +$500 +6 +100%
NDSI
1448
Newman Dignan & Sheerar Inc
Rhode Island
$645 -$131 -1,107 -17%
AIM
1449
Axiom Investment Management
New York
$547 -$3.04K -3,940 -85%
SC
1450
Solstein Capital
California
$505 – – –
56 57
58
59 60