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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
276
Webster Bank
Connecticut
$12.7M +$1.99M +17,266 +19%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$12.7M +$7.57M +65,622 +148%
GLLW
278
Graves Light Lenhart Wealth
Virginia
$12.6M -$706K -6,115 -5%
RPWA
279
Regent Peak Wealth Advisors
Georgia
$12.6M +$11.9M +103,169 +1,625%
SWP
280
Summit Wealth Partners
Florida
$12.6M -$1.19M -10,345 -9%
FSC
281
Full Sail Capital
Oklahoma
$12.5M -$7.54M -64,710 -38%
RWRC
282
R.W. Roge & Company
New York
$12.3M +$4.98M +43,123 +68%
WT
283
Washington Trust
Rhode Island
$12.2M +$703K +6,097 +6%
RT
284
Rockland Trust
Massachusetts
$12.1M -$1.81M -15,695 -13%
CM
285
Columbus Macro
Pennsylvania
$12M +$2.4M +20,837 +25%
BWCS
286
Beirne Wealth Consulting Services
Connecticut
$12M +$1.36M +11,795 +13%
SWM
287
Shakespeare Wealth Management
Wisconsin
$12M -$2.3M -19,930 -16%
SAG
288
Spotlight Asset Group
Illinois
$11.9M -$1.06M -9,162 -8%
NAM
289
North American Management
Massachusetts
$11.7M -$1.75M -15,178 -13%
W
290
WealthStone
Ohio
$11.6M -$844K -7,313 -7%
KPWG
291
KFA Private Wealth Group
Virginia
$11.6M +$5.71M +49,457 +97%
PCP
292
Proficio Capital Partners
Massachusetts
$11.4M +$7.65M +65,515 +205%
HWA
293
Heartwood Wealth Advisors
Virginia
$11.2M +$180K +1,556 +2%
CIP
294
Capital Insight Partners
Arizona
$11.2M -$1.67M -14,454 -13%
CAM
295
Caprin Asset Management
Virginia
$11.2M +$160K +1,390 +1%
EWM
296
Executive Wealth Management
Michigan
$11.1M +$1.14M +9,843 +11%
LPWM
297
Lake Point Wealth Management
Texas
$11.1M +$676K +5,857 +6%
PGWM
298
Parisi Gray Wealth Management
New Jersey
$11M -$211K -1,833 -2%
MA
299
Mutual Advisors
Nebraska
$11M -$2.18M -18,867 -17%
SA
300
Sunesis Advisors
Kansas
$10.9M -$33.3K -289 -0.3%
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