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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
$882M
2
Morgan Stanley
Morgan Stanley
New York
$1.79B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.9B
4
BlackRock
BlackRock
New York
$3.67B
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$958M
2
Jane Street
Jane Street
New York
$238M
3
Bank of America
Bank of America
North Carolina
$2.42B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
5
LMIM
Lockheed Martin Investment Management
Maryland
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
151
Divergent Wealth Advisors
Utah
$36.9M +$2.54M +21,476 +7%
NMIMC
152
Northwestern Mutual Investment Management Company
Wisconsin
$35.7M +$2.16M +18,300 +6%
CFG
153
Compton Financial Group
Maryland
$34.5M +$34.5M +295,040 New
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$34.5M +$6.77M +57,328 +24%
MIM
155
MetLife Investment Management
New Jersey
$33.5M -$4.76M -40,300 -12%
AWM
156
Aprio Wealth Management
Georgia
$33.4M +$5.16M +43,653 +18%
KP
157
Keel Point
Alabama
$33.2M +$3.97M +33,618 +14%
AW
158
Avion Wealth
Texas
$33.1M +$2.64M +22,313 +9%
AFC
159
Adaptive Financial Consulting
Ohio
$33.1M -$626K -5,293 -2%
SAG
160
Spotlight Asset Group
Illinois
$33M +$1.86M +15,701 +6%
JWA
161
JFS Wealth Advisors
Pennsylvania
$32.7M +$1.76M +14,884 +6%
SFSG
162
Sound Financial Strategies Group
Mississippi
$32.7M -$30.9M -261,752 -49%
PAG
163
Private Advisor Group
New Jersey
$32.6M -$5.81M -49,125 -15%
SPIA
164
Steward Partners Investment Advisory
New York
$32.5M +$1.52M +12,902 +5%
BF
165
BOK Financial
Oklahoma
$32.4M +$3.23M +27,337 +11%
WANY
166
Wealthspire Advisors (New York)
New York
$32.3M -$1.8M -15,190 -5%
EBT
167
Enterprise Bank & Trust
Massachusetts
$32.3M +$1.25M +10,574 +4%
CA
168
Cetera Advisors
Colorado
$31.9M +$268K +2,265 +0.8%
DW
169
Domani Wealth
Pennsylvania
$31.5M -$1.02M -8,665 -3%
ANB
170
Amarillo National Bank
Texas
$31.4M -$3.17M -26,798 -9%
NA
171
NewEdge Advisors
Louisiana
$31.3M -$1.54M -13,004 -5%
GSWM
172
Golden State Wealth Management
California
$31.1M +$234K +1,976 +0.8%
FA
173
FDx Advisors
Illinois
$30.8M -$3.75M -31,764 -11%
VWA
174
Visionary Wealth Advisors
Illinois
$30.7M +$7.05M +59,649 +30%
Boston Partners
175
Boston Partners
Massachusetts
$30.7M -$28.2M – –
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