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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 %
JGIA
376
Jackson Grant Investment Advisers
Connecticut
$7.79M +$1.22M +10,292 +19%
HIS
377
Harvest Investment Services
Illinois
$7.78M +$7.78M +65,807 New
WHG
378
Westwood Holdings Group
Texas
$7.72M -$7.51M -63,574 -49%
AT
379
Arden Trust
Delaware
$7.71M -$6.67M -56,394 -46%
AL
380
Aspiriant LLC
California
$7.7M +$290K +2,450 +4%
FAIM
381
Financial Advocates Investment Management
Washington
$7.7M +$1.61M +13,652 +26%
LSAG
382
Lake Street Advisors Group
New Hampshire
$7.68M -$112K -946 -1%
EWA
383
EP Wealth Advisors
California
$7.65M +$1.99M +16,823 +35%
FFA
384
First Foundation Advisors
California
$7.64M +$4.74M +40,059 +163%
PA
385
Paragon Advisors
Texas
$7.63M +$7.63M +64,548 New
SP
386
Sarasin & Partners
United Kingdom
$7.38M +$835K +7,067 +13%
SIA
387
Sovereign Investment Advisors
Arizona
$7.36M +$12.6K +107 +0.2%
IA
388
IFP Advisors
Florida
$7.32M +$3M +25,397 +69%
IWP
389
IAG Wealth Partners
Wisconsin
$7.28M -$1.96M -16,617 -21%
MWM
390
Merriman Wealth Management
Washington
$7.24M +$106K +899 +1%
RC
391
Roundview Capital
New Jersey
$7.22M +$1.95M +16,469 +37%
AA
392
Ancora Advisors
Ohio
$7.15M +$278K +2,351 +4%
DL
393
DOHJ LLC
Washington
$7.09M +$2.47M +20,671 +54%
MM
394
Main Management
California
$7.05M +$7.03M +59,511 +66,866%
AIM
395
Astor Investment Management
Illinois
$6.96M +$6.96M +58,912 New
RWP
396
Reliant Wealth Planning
Kentucky
$6.96M -$23.2M -195,964 -77%
ACS
397
Archford Capital Strategies
Illinois
$6.95M +$262K +2,217 +4%
CAM
398
Cresset Asset Management
Illinois
$6.89M +$4.39M +37,167 +176%
MNBTD
399
Moody National Bank Trust Division
Texas
$6.79M +$3.37M +28,504 +98%
LW
400
Linscomb Wealth
Texas
$6.78M -$267K -2,257 -4%
14 15
16
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