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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 %
CWM
251
Chesapeake Wealth Management
Virginia
$16.9M +$404K +3,420 +2%
CCM
252
CWH Capital Management
Washington
$16.8M +$16.8M +142,040 New
WR
253
Watson Rebecca
$16.7M +$1.05M +8,910 +7%
CFB
254
Cullen/Frost Bankers
Texas
$16.6M +$2.29M +19,347 +16%
SC
255
Scotia Capital
Ontario, Canada
$16.6M +$2.29M +19,336 +16%
IWC
256
Integrated Wealth Concepts
Massachusetts
$16.5M -$8.36M -70,727 -34%
FIG
257
FundX Investment Group
California
$16.4M -$38M -321,110 -70%
PWS
258
Paragon Wealth Strategies
Florida
$16.4M +$16.4M +138,647 New
CM
259
Columbus Macro
Pennsylvania
$16.3M +$3.96M +33,501 +32%
IFA
260
Interactive Financial Advisors
Illinois
$16.2M -$412K -3,486 -2%
VFA
261
Voya Financial Advisors
Connecticut
$16.1M -$1.59M -13,470 -9%
AF
262
Arrow Financial
New York
$16.1M +$1.23M +10,447 +8%
CB
263
Commerce Bank
Missouri
$15.9M -$468K -3,958 -3%
VC
264
Veracity Capital
Georgia
$15.8M -$4.15M -35,145 -21%
FA
265
FC Advisory
Pennsylvania
$15.7M +$61.9K +524 +0.4%
SHIM
266
Stone House Investment Management
Pennsylvania
$15.6M +$2.51M +21,227 +19%
FPCP
267
Fort Point Capital Partners
California
$15.6M +$15.6M +131,639 New
MWM
268
Mission Wealth Management
California
$15.5M -$3.24M -27,405 -17%
SAM
269
Sompo Asset Management
Japan
$15.2M +$450K +3,806 +3%
SWM
270
Sugarloaf Wealth Management
Georgia
$15.2M +$586K +4,956 +4%
ECG
271
Edge Capital Group
Georgia
$15.1M +$599K +5,070 +4%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$15M +$3.37M +28,510 +29%
WT
273
Washington Trust
Rhode Island
$14.9M +$2.39M +20,214 +19%
WIC
274
Whitegate Investment Counselors
New Hampshire
$14.9M +$6.7M +56,672 +82%
SIGI
275
Susquehanna International Group (Ireland)
Ireland
$14.8M +$12.2M +103,255 +463%
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