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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,286 hedge funds and large institutions have $57B invested in iShares Core US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 593 increasing their positions, 407 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+72
Holders Change %
+5.93%
% of All Funds
26.43%
Holding in Top 10
295
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.79%
% of All Funds
6.06%
New
149
Increased
593
Reduced
407
Closed
64
Calls
$167M
Puts
$20.5M
Net Calls
+$147M
Net Calls Change
+$184M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$846M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$341M
3
BlackRock
BlackRock
New York
+$287M
4
VIA
Vantagepoint Investment Advisers
District of Columbia
+$259M
5
Charles Schwab
Charles Schwab
California
+$191M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$889M
2
RJA
Raymond James & Associates
Florida
-$284M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$229M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$213M
5
USAA
United Services Automobile Association
Texas
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$19.8M -$43.9M -371,618 -69%
EIA
227
Edgemoor Investment Advisors
Maryland
$19.7M +$1M +8,493 +5%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$19.5M +$2.46M +20,812 +14%
RWM
229
Ritholtz Wealth Management
New York
$19.5M +$12.7M +107,609 +189%
BC
230
Bartlett & Co
Ohio
$19.4M +$2.37M +20,042 +14%
DWM
231
Doyle Wealth Management
Florida
$19.2M +$4.33M +36,617 +29%
JWM
232
Janiczek Wealth Management
Colorado
$19.2M -$513K -4,336 -3%
BWM
233
BerganKDV Wealth Management
Minnesota
$18.9M +$16.3M +137,879 +623%
SPIA
234
Strategic Point Investment Advisors
Rhode Island
$18.9M +$8.79M +73,886 +87%
GSAM
235
Grant Street Asset Management
Pennsylvania
$18.9M +$18.9M +159,530 New
AWM
236
Aprio Wealth Management
Georgia
$18.8M -$2.12M -17,920 -10%
WB
237
WesBanco Bank
West Virginia
$18.7M +$3.99M +33,782 +27%
SF
238
Synovus Financial
Georgia
$18.6M -$1.63M -13,823 -8%
CWM
239
Calamos Wealth Management
Illinois
$18.3M -$706K -5,975 -4%
WCM
240
Windham Capital Management
Massachusetts
$18.2M -$844K -7,142 -4%
MFM
241
Mirsky Financial Management
New York
$18M -$8.3M -70,222 -32%
WSTAM
242
Wilbanks Smith & Thomas Asset Management
Virginia
$18M -$10.2M -86,296 -36%
AllianceBernstein
243
AllianceBernstein
Tennessee
$17.9M +$1.68M +14,201 +10%
NAM
244
NorthCoast Asset Management
Connecticut
$17.9M -$136K -1,151 -0.8%
TCPWM
245
Traverso Chambers Private Wealth Management
California
$17.9M +$649K +5,488 +4%
SPP
246
Single Point Partners
Massachusetts
$17.6M -$77.9K -659 -0.4%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$17.5M +$10.2M +85,953 +139%
BFPW
248
BOK Financial Private Wealth
Colorado
$17.3M +$11.1M +93,643 +178%
LGWM
249
Litman Gregory Wealth Management
California
$17M +$433K +3,667 +3%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$16.9M -$358K -3,030 -2%
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