AGG icon

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 %
DI
276
Diligent Investors
California
$14.8M -$232K -1,960 -2%
SFG
277
Summit Financial Group
West Virginia
$14.7M +$22.6K +191 +0.2%
VCM
278
Virtue Capital Management
Tennessee
$14.6M -$33.4M -282,909 -70%
CL
279
CPWM LLC
Washington
$14.6M -$552K -4,672 -4%
BWCS
280
Beirne Wealth Consulting Services
Connecticut
$14.5M +$2.16M +18,285 +18%
IG
281
ING Group
Netherlands
$14.2M -$148M -1,250,000 -91%
PA
282
Parkside Advisors
California
$14M +$526K +4,449 +4%
HHGA
283
Halbert Hargrove Global Advisors
California
$14M -$68.7M -581,527 -83%
WT
284
Whittier Trust
California
$14M +$40.3K +341 +0.3%
GC
285
Grimes & Company
Massachusetts
$14M -$72.9M -616,337 -84%
W
286
WealthStone
Ohio
$13.9M +$2.04M +17,270 +17%
WB
287
Webster Bank
Connecticut
$13.8M +$737K +6,233 +6%
PWAG
288
Polaris Wealth Advisory Group
California
$13.7M -$28.3M -240,122 -67%
SWP
289
Summit Wealth Partners
Florida
$13.7M +$832K +7,035 +6%
RPWA
290
Regent Peak Wealth Advisors
Georgia
$13.7M +$715K +6,047 +6%
IAN
291
Integrated Advisors Network
Texas
$13.6M -$1.97M -16,656 -13%
SWM
292
Shakespeare Wealth Management
Wisconsin
$13.6M +$1.31M +11,083 +11%
BOH
293
Bank of Hawaii
Hawaii
$13.5M -$1M -8,493 -7%
DC
294
Derby & Company
Massachusetts
$13.5M +$163K +1,381 +1%
GLLW
295
Graves Light Lenhart Wealth
Virginia
$13.4M +$488K +4,127 +4%
STA
296
Summit Trail Advisors
New York
$13.4M +$3.62M +30,584 +37%
HW
297
Hancock Whitney
Mississippi
$13.1M -$987K -8,354 -7%
M&T Bank
298
M&T Bank
New York
$13M -$128K -1,082 -1%
FSC
299
Full Sail Capital
Oklahoma
$12.8M -$51.7K -433 -0.4%
ST
300
Sentinel Trust
Texas
$12.7M +$3.61M +30,536 +40%
10 11
12
13 14