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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
401
Farr Miller & Washington
District of Columbia
$5.98M -$91.7K -795 -2%
FAIM
402
Financial Advocates Investment Management
Washington
$5.96M -$586K -5,082 -9%
PD
403
Planning Directions
Pennsylvania
$5.91M +$5.91M +51,257 New
OC
404
Oppenheimer & Co
New York
$5.9M +$2.91M +25,252 +98%
MBTD
405
Mechanics Bank - Trust Department
California
$5.89M +$738K +6,396 +14%
AWM
406
Argent Wealth Management
Massachusetts
$5.88M -$1.73M -14,965 -23%
FNBOO
407
First National Bank of Omaha
Nebraska
$5.78M +$361K +3,125 +7%
T. Rowe Price Associates
408
T. Rowe Price Associates
Maryland
$5.78M +$5.78M +50,100 New
PCA
409
Peddock Capital Advisors
Massachusetts
$5.75M +$19.3K +167 +0.3%
IFS
410
Ifrah Financial Services
Arkansas
$5.72M +$1.8M +15,619 +46%
ACI
411
Alpha Cubed Investments
California
$5.67M -$424K -3,677 -7%
WCG
412
Weaver Consulting Group
California
$5.62M +$254K +2,201 +5%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$5.58M -$33.7M -292,147 -86%
Millennium Management
414
Millennium Management
New York
$5.56M -$15.5M -134,774 -74%
BFWA
415
Benchmark Financial Wealth Advisors
Florida
$5.53M +$1.68M +14,602 +44%
EWA
416
EP Wealth Advisors
California
$5.52M +$2.19M +18,979 +66%
VCA
417
Verdence Capital Advisors
Maryland
$5.52M +$1.08M +9,351 +24%
LFAS
418
Level Four Advisory Services
Texas
$5.51M -$1.09M -9,489 -17%
TCBWMS
419
Texas Capital Bank Wealth Management Services
Texas
$5.46M -$194K -1,680 -3%
PCMC
420
Paragon Capital Management (Colorado)
Colorado
$5.39M -$607K -5,259 -10%
FNBT
421
FineMark National Bank & Trust
Florida
$5.36M +$33.8K +293 +0.6%
BNP Paribas Financial Markets
422
BNP Paribas Financial Markets
France
$5.34M -$18.1M -157,198 -77%
OCM
423
One Capital Management
California
$5.32M +$499K +4,325 +10%
Comerica Bank
424
Comerica Bank
Texas
$5.31M -$4.69M -39,933 -47%
SIA
425
Soltis Investment Advisors
Utah
$5.26M -$9.53M -82,567 -64%
15 16
17
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