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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.

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
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$882M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.79B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.9B
4
BlackRock
4
BlackRock
New York
$3.67B
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$958M
2
Jane Street
2
Jane Street
New York
$238M
3
Bank of America
3
Bank of America
North Carolina
$2.42B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.9B 58,386,545 +4,414,456 +8%
Wells Fargo
2
Wells Fargo
California
$6B 50,761,248 +1,815,828 +4%
BlackRock
3
BlackRock
New York
$3.67B 31,086,932 +4,256,548 +16%
RJA
4
Raymond James & Associates
Florida
$3.28B 27,751,672 +1,035,982 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.72B 23,020,571 +2,472,898 +12%
Bank of America
6
Bank of America
North Carolina
$2.42B 20,502,944 -3,214,891 -14%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.11B 17,832,594 +320,164 +2%
Creative Planning
8
Creative Planning
Kansas
$1.94B 16,406,793 -499,310 -3%
Morgan Stanley
9
Morgan Stanley
New York
$1.79B 15,164,075 +5,146,269 +51%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.75B 14,815,688 +235,888 +2%
US Bancorp
11
US Bancorp
Minnesota
$1.31B 11,044,466 +844,872 +8%
Ameriprise
12
Ameriprise
Minnesota
$1.1B 9,327,898 -862,627 -8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$958M 8,104,973 -11,369,148 -58%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$882M 7,460,000 +7,160,000 +2,387%
LPL Financial
15
LPL Financial
California
$726M 6,145,363 +260,815 +4%
Goldman Sachs
16
Goldman Sachs
New York
$713M 6,034,501 +1,370,844 +29%
UBS Group
17
UBS Group
Switzerland
$623M 5,266,975 +196,723 +4%
NA
18
NextCapital Advisers
Illinois
$588M 4,982,543 +338,341 +7%
Betterment LLC
19
Betterment LLC
New York
$577M 4,883,828 +622,499 +15%
UCFA
20
United Capital Financial Advisors
Texas
$567M 4,799,544 +1,163,113 +32%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$509M 4,308,975 +119,026 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$504M 4,263,419 +360,741 +9%
AA
23
Acorns Advisers
California
$489M 4,139,288 +536,662 +15%
Charles Schwab
24
Charles Schwab
California
$450M 3,810,102 +443,469 +13%
QI
25
QS Investors
New York
$439M 3,714,630 +272,198 +8%
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