AGG icon

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 %
PT
401
Plimoth Trust
Massachusetts
$6.72M -$2.62M -22,164 -28%
T. Rowe Price Associates
402
T. Rowe Price Associates
Maryland
$6.68M +$755K +6,386 +13%
GC
403
Guggenheim Capital
Illinois
$6.66M +$151K +1,275 +2%
WA
404
Winfield Associates
Ohio
$6.66M +$461K +3,902 +7%
NCM
405
New Capital Management
Texas
$6.63M -$696K -628 -9%
CFS
406
Cannon Financial Strategists
Georgia
$6.58M +$419K +3,542 +7%
NL
407
NWAM LLC
Washington
$6.57M +$1.12M +9,502 +21%
LSPW
408
Lake Street Private Wealth
Illinois
$6.52M +$1.35M +11,420 +26%
ISL
409
Ingalls & Snyder LLC
New York
$6.51M – – –
KFP
410
KMG Fiduciary Partners
Ohio
$6.49M +$6.49M +54,931 New
TFF
411
The Family Firm
Maryland
$6.46M -$309K -2,613 -5%
CCM
412
Context Capital Management
California
$6.45M +$6.45M +54,600 New
PCA
413
Peddock Capital Advisors
Massachusetts
$6.45M +$557K +4,713 +9%
ACI
414
Alpha Cubed Investments
California
$6.45M +$639K +5,406 +11%
BFM
415
Broadview Financial Management
Wisconsin
$6.43M +$3.55K +30 +0.1%
WA
416
Wilshire Advisors
California
$6.41M -$120K -1,015 -2%
TCM
417
Twin Capital Management
Pennsylvania
$6.41M -$120K -1,015 -2%
FMW
418
Farr Miller & Washington
District of Columbia
$6.38M +$256K +2,168 +4%
G
419
GenTrust
Florida
$6.35M -$73.3K -620 -1%
RWG
420
Regal Wealth Group
California
$6.35M -$99.6K -843 -2%
PWW
421
Pettyjohn Wood & White
Virginia
$6.33M -$41.4K -350 -0.6%
CAGAS
422
Capital Advisory Group Advisory Services
Minnesota
$6.33M +$5.75M +48,677 +1,004%
ATC
423
Adirondack Trust Company
New York
$6.29M +$5.75M +48,072 +1,068%
GFPC
424
Global Financial Private Capital
Florida
$6.27M -$2.42M -20,464 -28%
WP
425
WealthShield Partners
North Carolina
$6.27M -$247K -2,090 -4%
15 16
17
18 19