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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 %
CGI
326
Cougar Global Investments
Ontario, Canada
$11M -$5.93M -50,136 -35%
TFA
327
Transamerica Financial Advisors
Florida
$11M +$10.9M +92,194 +14,870%
SA
328
Sunesis Advisors
Kansas
$10.9M -$234K -1,981 -2%
HI
329
Horizon Investments
North Carolina
$10.8M -$48.3M -409,707 -82%
FP
330
Fiduciary Planning
Florida
$10.8M +$10.8M +90,387 New
OFG
331
OTA Financial Group
New York
$10.8M +$10.8M +91,198 New
ISWM
332
Independent Solutions Wealth Management
New York
$10.7M +$1.19M +10,039 +12%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$10.7M -$2.29M -19,377 -18%
MLICM
334
Metropolitan Life Insurance Company (MetLife)
New York
$10.7M +$2.01M +17,056 +23%
SFS
335
Sowell Financial Services
Arkansas
$10.6M -$3.21M -27,184 -23%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$10.6M +$570K +4,825 +6%
CJA
337
C-J Advisory
California
$10.6M -$99.2K -840 -0.9%
JWCA
338
J.W. Cole Advisors
Florida
$10.6M +$10.6M +89,423 New
First Trust Advisors
339
First Trust Advisors
Illinois
$10.3M +$3.25M +27,475 +46%
PIM
340
Penobscot Investment Management
Massachusetts
$10.2M +$10.2M +85,906 New
HFA
341
High Falls Advisors
New York
$10.1M -$3.26M -27,550 -24%
MCA
342
Magnolia Capital Advisors
Mississippi
$10M +$1.35M +11,432 +16%
APA
343
American Portfolios Advisors
New York
$9.9M +$2.28M +19,255 +30%
CAG
344
Crestwood Advisors Group
Massachusetts
$9.9M +$404K +3,414 +4%
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$9.7M +$252K +2,132 +3%
TIA
346
Tiemann Investment Advisors
California
$9.68M +$936K +7,919 +11%
BC
347
Burleson & Co
California
$9.37M +$154K +1,288 +2%
Northern Trust
348
Northern Trust
Illinois
$9.36M +$2.02M +1,712,129 +28%
HFS
349
HBC Financial Services
Washington
$9.27M -$1.26M -10,598 -12%
ASN
350
Advisory Services Network
Georgia
$9.19M -$16.7M -141,571 -65%
12 13
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