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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 %
PWM
201
Pacific Wealth Management
California
$26.7M +$26.7M +226,136 New
FSA
202
Financial Sense Advisors
California
$26.6M -$11.1M -93,715 -29%
HCA
203
Heck Capital Advisors
Wisconsin
$26.4M +$1.3M +10,970 +5%
SHGA
204
Sand Hill Global Advisors
California
$26.4M -$953K -8,065 -3%
SB
205
Sunflower Bank
Texas
$26.3M +$26.3M +222,749 New
IWC
206
Integrated Wealth Concepts
Massachusetts
$26.2M +$2.12M +17,932 +9%
CM
207
Cornerstone Management
Georgia
$25.9M +$1.81M +15,293 +7%
PSUF
208
People's United Financial
Connecticut
$25.8M +$1.41M +11,943 +6%
DWM
209
Doyle Wealth Management
Florida
$25.8M +$2.03M +17,175 +9%
RPG
210
Resource Planning Group
Georgia
$25.8M -$23.8K -202 -0.1%
USAA
211
United Services Automobile Association
Texas
$25.7M +$24.1M +213,912 +1,517%
Man Group
212
Man Group
United Kingdom
$25.6M -$9.95M -84,181 -28%
FBB
213
Fulton Breakefield Broenniman
Maryland
$25.6M -$3.98M -33,663 -13%
MTC
214
Matrix Trust Company
Colorado
$25.4M +$14.5K +123 +0.1%
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.3M +$9.52M +80,551 +60%
SEI Investments
216
SEI Investments
Pennsylvania
$25.3M +$25.3M +214,000 New
EH
217
Equitable Holdings
New York
$25.2M +$2.74M +23,169 +12%
GM
218
Granger Management
New York
$25.2M +$25.2M +213,350 New
VC
219
Vicus Capital
Pennsylvania
$24.7M +$1.75M +14,793 +8%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$24.7M +$1.67M +14,145 +7%
MWP
221
Madison Wealth Partners
Wisconsin
$24.6M +$24.6M +208,266 New
RIM
222
Redwood Investment Management
Arizona
$24.4M +$227K +1,922 +0.9%
SWP
223
Stratos Wealth Partners
Ohio
$24.4M -$65.6K -555 -0.3%
SF
224
Synovus Financial
Georgia
$24.3M +$4.35M +36,803 +22%
SMM
225
Stadion Money Management
Georgia
$23.9M +$1.03M +8,700 +4%
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