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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 %
PA
176
Parallel Advisors
California
$30.3M +$1.03M +8,747 +4%
NEIRG
177
New England Investment & Retirement Group
Massachusetts
$30.3M +$929K +7,859 +3%
AssetMark Inc
178
AssetMark Inc
California
$30.3M +$1.64M +13,870 +6%
MAFM
179
Mid Atlantic Financial Management
Pennsylvania
$30.2M -$13.7M -115,841 -31%
VFA
180
Valeo Financial Advisors
Indiana
$30.1M +$29.7M +251,641 +7,460%
EPP
181
ETF Portfolio Partners
Kansas
$30.1M +$1.26M +10,636 +4%
FCIM
182
Fairview Capital Investment Management
California
$30M -$92.4K -782 -0.3%
EGWAG
183
Elwood & Goetz Wealth Advisory Group
Georgia
$29.7M +$3.35M +28,341 +13%
TCM
184
Towercrest Capital Management
Pennsylvania
$29.5M +$794K +6,722 +3%
FAT
185
First American Trust
California
$29.4M +$160K +1,351 +0.5%
MA
186
MUFG Americas
New York
$29.3M -$149K -1,261 -0.5%
HCM
187
Howard Capital Management
Georgia
$29.2M +$1.31M +11,101 +5%
OFG
188
OTA Financial Group
New York
$29.1M +$29.1M +246,554 New
EIG
189
Ellenbecker Investment Group
Wisconsin
$28.3M -$1.48M -12,487 -5%
CCP
190
Cardan Capital Partners
Colorado
$28.3M -$5.61M -47,473 -17%
MA
191
Mutual Advisors
Nebraska
$28.3M +$2.15M +18,230 +8%
EC
192
Estate Counselors
Wisconsin
$28.3M +$4.12M +34,865 +17%
RJT
193
Raymond James Trust
Florida
$28.2M -$6.15K -52 -0%
SWP
194
Summit Wealth Partners
Florida
$27.9M +$5.01M +42,369 +22%
SIM
195
SSI Investment Management
California
$27.8M +$2.52M +21,317 +10%
BBA
196
BLB&B Advisors
Pennsylvania
$27.8M +$6.02M +50,917 +28%
WC
197
Whitney & Co
New York
$27.7M +$512K +4,356 +2%
RWM
198
Ritholtz Wealth Management
New York
$27.3M +$2.53M +21,411 +10%
BAM
199
Brave Asset Management
New Jersey
$27.1M -$2.94M -24,908 -10%
BWM
200
BerganKDV Wealth Management
Minnesota
$26.9M +$2.17M +18,401 +9%
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