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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 %
TCBWMS
451
Texas Capital Bank Wealth Management Services
Texas
$5.53M -$70.5K -596 -1%
OCM
452
One Capital Management
California
$5.47M +$12.1K +102 +0.2%
SFP
453
Strategic Financial Partners
Oregon
$5.39M -$3.02M -25,582 -36%
BFG
454
Barber Financial Group
Kansas
$5.32M +$5.32M +44,962 New
Lido Advisors
455
Lido Advisors
California
$5.3M +$2.93M +24,773 +124%
SB
456
Strategic Blueprint
Georgia
$5.29M +$5.05M +42,742 +2,174%
FNBT
457
FineMark National Bank & Trust
Florida
$5.19M -$306K -2,590 -6%
PAS
458
Park Avenue Securities
New York
$5.15M +$5.15M +43,584 New
SSW
459
Smith Shellnut Wilson
Mississippi
$5.14M +$118 +1 +0%
PCWA
460
Pacific Capital Wealth Advisors
California
$5.14M +$211K +1,784 +4%
WP
461
WealthSource Partners
California
$5.08M +$992K +8,389 +24%
JHCP
462
Jackson Hole Capital Partners
Oklahoma
$5.06M +$732K +6,191 +17%
HI
463
Hudock Inc
Pennsylvania
$5.05M +$91.4K +773 +2%
CCFM
464
Clear Creek Financial Management
Washington
$5.05M +$4.37M +36,977 +646%
Comerica Bank
465
Comerica Bank
Texas
$5.03M -$360K -3,023 -7%
I
466
IberiaBank
Louisiana
$5.01M +$104K +876 +2%
GVAG
467
Great Valley Advisor Group
Delaware
$5.01M +$1.44M +12,148 +40%
DWM
468
Dakota Wealth Management
Florida
$4.99M +$580K +4,904 +13%
GC
469
Garde Capital
Washington
$4.98M -$473 -4 -0%
WWM
470
Western Wealth Management
Colorado
$4.96M +$2.54M +21,475 +105%
SAMC
471
Spectrum Asset Management (California)
California
$4.92M +$4.92M +41,593 New
FA
472
Fortis Advisors
Pennsylvania
$4.9M -$1.62M -13,665 -25%
RWRC
473
R.W. Roge & Company
New York
$4.84M -$7.71M -65,252 -61%
BRWA
474
B. Riley Wealth Advisors
Florida
$4.81M +$281K +2,374 +6%
PCMC
475
Paragon Capital Management (Colorado)
Colorado
$4.76M -$757K -6,404 -14%
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