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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 %
CCT
351
Capital City Trust
Florida
$9.18M +$894K +7,561 +11%
PWP
352
Personal Wealth Partners
Minnesota
$9.18M -$924K -7,816 -9%
ACA
353
Affinity Capital Advisors
California
$9.17M +$1.12M +9,504 +14%
SYBT
354
Stock Yards Bank & Trust
Kentucky
$9.17M +$506K +4,282 +6%
TK
355
TIAA Kaspick
Massachusetts
$9.15M -$11.5M -97,238 -56%
GPA
356
Guidance Point Advisors
Massachusetts
$9.15M +$1.12M +9,463 +14%
BPC
357
Banque Pictet & Cie
Switzerland
$9.09M +$5.11M +43,200 +128%
SHJ
358
Sharkey, Howes & Javer
Colorado
$9.08M +$717K +6,068 +9%
COI
359
Connable Office Inc
Michigan
$9.07M +$6.67M +56,405 +278%
PP
360
PDS Planning
Ohio
$9.06M +$8.13M +68,755 +868%
PFA
361
Pinnacle Family Advisors
Missouri
$9.03M +$9.03M +76,380 New
PFM
362
Peak Financial Management
Massachusetts
$9M -$291K -2,463 -3%
EIA
363
Eldridge Investment Advisors
New Hampshire
$8.92M +$1.26M +10,672 +16%
Financial Engines Advisors
364
Financial Engines Advisors
California
$8.89M -$1.74M -14,736 -16%
WA
365
Waverly Advisors
Alabama
$8.69M -$933K -7,884 -10%
NRI
366
NFP Retirement Inc
California
$8.65M +$2.13M +18,005 +33%
SCP
367
Silverleafe Capital Partners
Tennessee
$8.58M +$310K +2,621 +4%
RC
368
Rinet Company
Massachusetts
$8.21M +$1.78M +15,092 +28%
BL
369
BFSG LLC
California
$8.03M +$8.03M +67,951 New
BBA
370
BLB&B Advisors
Pennsylvania
$8M +$1.7M +14,375 +27%
PAG
371
Pinnacle Advisory Group
Maryland
$7.99M +$775K +6,553 +11%
A
372
AdvicePeriod
California
$7.99M +$74.8K +633 +0.9%
SSWM
373
Smith Salley Wealth Management
North Carolina
$7.92M +$3.18M +26,924 +67%
AIM
374
Acropolis Investment Management
Missouri
$7.87M -$103K -873 -1%
AIM
375
Allen Investment Management
New York
$7.8M +$5.52M +46,710 +243%
13 14
15
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