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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 %
VanEck Associates
301
VanEck Associates
New York
$12.6M +$2.77M +23,473 +28%
VAM
302
Verity Asset Management
North Carolina
$12.6M +$12.6M +106,589 New
LF
303
Lee Financial
Texas
$12.3M -$2.17M -18,360 -15%
Renaissance Technologies
304
Renaissance Technologies
New York
$12.3M +$10.6M +89,300 +620%
BWA
305
BlueSky Wealth Advisors
North Carolina
$12.2M -$1.16M -9,791 -9%
KPWG
306
KFA Private Wealth Group
Virginia
$12.2M +$316K +2,671 +3%
NAM
307
North American Management
Massachusetts
$12.1M +$131K +1,111 +1%
SHWM
308
Smith & Howard Wealth Management
Georgia
$12.1M +$1.47M +12,467 +14%
SA
309
Shilanski & Associates
Alaska
$12M +$12M +101,746 New
LNC
310
Lincoln National Corp
Pennsylvania
$11.9M +$1.46M +12,332 +14%
CIBC World Market
311
CIBC World Market
Ontario, Canada
$11.9M +$1.5M +12,731 +14%
HWA
312
Heartwood Wealth Advisors
Virginia
$11.9M +$4.68M +62,943 +65%
EWM
313
Executive Wealth Management
Michigan
$11.8M +$373K +3,155 +3%
CTA
314
Chesley Taft & Associates
Illinois
$11.7M +$1.01M +8,505 +9%
CIP
315
Capital Insight Partners
Arizona
$11.6M +$122K +1,028 +1%
CAM
316
Caprin Asset Management
Virginia
$11.6M +$120K +1,018 +1%
MPPLM
317
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11.6M +$4.57M +38,650 +65%
RT
318
Rockland Trust
Massachusetts
$11.5M -$826K -6,984 -7%
PGWM
319
Parisi Gray Wealth Management
New Jersey
$11.5M +$228K +1,927 +2%
OC
320
Oppenheimer & Co
New York
$11.4M +$5.38M +45,517 +89%
FFS
321
Founders Financial Securities
Maryland
$11.4M +$7.74M +65,466 +212%
CA
322
Calton & Associates
Florida
$11.2M +$216K +1,827 +2%
VCA
323
Verdence Capital Advisors
Maryland
$11.2M +$5.54M +46,871 +98%
BFWA
324
Benchmark Financial Wealth Advisors
Florida
$11.1M +$5.44M +45,989 +96%
GAG
325
GM Advisory Group
New York
$11.1M +$256K +2,165 +2%
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