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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 %
WCM
426
Wunderlich Capital Managemnt
Tennessee
$6.24M -$719K -6,079 -10%
MC
427
Minot Capital
Colorado
$6.23M – – –
RFO
428
RiverGlades Family Offices
Florida
$6.21M -$567K -4,793 -8%
MBTD
429
Mechanics Bank - Trust Department
California
$6.18M +$144K +1,218 +2%
DWM
430
Darwin Wealth Management
Florida
$6.16M -$456K -3,862 -7%
OFS
431
Oldfather Financial Services
Nebraska
$6.13M +$5.38M +45,027 +718%
HNB
432
Huntington National Bank
Ohio
$6.13M -$6.19M – –
FNBOO
433
First National Bank of Omaha
Nebraska
$6.11M +$185K +1,566 +3%
PCP
434
Proficio Capital Partners
Massachusetts
$6.1M -$5.42M -45,833 -47%
PFT
435
Providence First Trust
Arizona
$6.09M +$3.15M +26,665 +107%
AWM
436
Argent Wealth Management
Massachusetts
$5.99M -$29.5K -249 -0.5%
FMWA
437
Forvis Mazars Wealth Advisors
Missouri
$5.98M -$1.09M -9,209 -15%
VWA
438
V Wealth Advisors
Kansas
$5.97M +$1.43M +12,105 +32%
FCT
439
Family Capital Trust
Massachusetts
$5.95M -$333K -2,821 -5%
ST
440
Smithfield Trust
Pennsylvania
$5.91M +$1.02M +8,663 +21%
IFS
441
Ifrah Financial Services
Arkansas
$5.8M -$64K -541 -1%
BPA
442
Beacon Pointe Advisors
California
$5.77M +$4.7M +39,779 +442%
ANTB
443
AMG National Trust Bank
Colorado
$5.76M +$5.76M +48,737 New
ACP
444
Aveo Capital Partners
Colorado
$5.75M -$1.01M -8,538 -15%
GRP
445
Global Retirement Partners
California
$5.69M +$995K +8,418 +21%
GIA
446
Gladstone Institutional Advisory
Florida
$5.68M -$1.18M -10,004 -17%
QCG
447
Quadrant Capital Group
Ohio
$5.65M +$3.95M +33,456 +233%
WCG
448
Weaver Consulting Group
California
$5.63M -$130K -1,098 -2%
RSWM
449
Robertson Stephens Wealth Management
California
$5.55M +$4.69M +39,718 +550%
SIA
450
Soltis Investment Advisors
Utah
$5.53M +$144K +1,217 +3%
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