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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 %
CRI
1451
Colonial River Investments
Virginia
$364 +$364 +3,122 New
Toronto Dominion Bank
1452
Toronto Dominion Bank
Ontario, Canada
– -$177M -1,500,000 Closed
Qube Research & Technologies (QRT)
1453
Qube Research & Technologies (QRT)
United Kingdom
– -$28.9M -244,680 Closed
FFN
1454
Focus Financial Network
Minnesota
– -$27.7M -234,682 Closed
HI
1455
Horizon Investments
North Carolina
– -$24.8M -211,082 Closed
Verition Fund Management
1456
Verition Fund Management
Connecticut
– -$20M -169,345 Closed
FIG
1457
FundX Investment Group
California
– -$18M -152,067 Closed
JPG
1458
Jordan Park Group
California
– -$16.4M -139,016 Closed
OMC
1459
Old Mission Capital
Illinois
– -$13M -109,738 Closed
Susquehanna International Group
1460
Susquehanna International Group
Pennsylvania
– -$11.6M -98,058 Closed
MWM
1461
Merriman Wealth Management
Washington
– -$7.25M -61,378 Closed
TCM
1462
Twin Capital Management
Pennsylvania
– -$6.32M -53,544 Closed
GI
1463
Glovista Investments
New Jersey
– -$4.25M -35,981 Closed
G
1464
GenTrust
Florida
– -$3.53M -29,871 Closed
HW
1465
Hedeker Wealth
Illinois
– -$3.41M -28,905 Closed
BBA
1466
Braun-Bostich & Associates
Pennsylvania
– -$2.79M -23,596 Closed
MCM
1467
Makena Capital Management
California
– -$2.66M -22,565 Closed
LHC
1468
Little House Capital
Massachusetts
– -$2.3M -19,504 Closed
TI
1469
tru Independence
Oregon
– -$1.84M -15,581 Closed
CNC
1470
Canandaigua National Corp
New York
– -$1.21M -10,277 Closed
WAS
1471
Wealth Advisory Solutions
Indiana
– -$1.13M -9,602 Closed
DIM
1472
Delta Investment Management
California
– -$1.07M -9,089 Closed
LB
1473
Leo Brokerage
Texas
– -$928K -7,853 Closed
DA
1474
Doliver Advisors
Texas
– -$848K -7,179 Closed
FSWA
1475
Financial Synergies Wealth Advisors
Texas
– -$692K -5,864 Closed
57 58
59
60 61