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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
$2.83B
2
Jane Street
Jane Street
New York
$752M
3
Charles Schwab
Charles Schwab
California
$418M
4
Morgan Stanley
Morgan Stanley
New York
$898M
5
RJA
Raymond James & Associates
Florida
$3.22B

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$773M
2
Creative Planning
Creative Planning
Kansas
$2.06B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$5.86B
4
Allianz Asset Management
Allianz Asset Management
Germany
$340M
5
Bank of America
Bank of America
North Carolina
$2.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$285M +$51.4M +446,103 +22%
ECM
27
ETrade Capital Management
Virginia
$272M -$37.2M -322,036 -12%
Truist Financial
28
Truist Financial
North Carolina
$268M -$13.3M -115,373 -5%
WI
29
WealthNavi Inc
Japan
$256M +$4.62M +40,059 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$245M -$218M -1,893,000 -47%
Osaic Holdings
31
Osaic Holdings
Arizona
$244M +$244M +2,523,857 New
UCFA
32
United Capital Financial Advisors
Texas
$242M +$165M +1,430,867 +213%
USAA
33
United Services Automobile Association
Texas
$237M -$512K -4,416 -0.2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$202M -$48.9M -424,062 -19%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$196M +$196M +1,700,000 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$181M -$29.6M -256,475 -14%
AAS
37
Avantax Advisory Services
Texas
$178M +$2.96M +25,628 +2%
BL
38
Balentine LLC
Georgia
$175M +$2.62M +22,749 +2%
DWM
39
Destination Wealth Management
California
$170M +$16.2M +140,268 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$167M +$7.07M +61,282 +4%
IG
41
ING Group
Netherlands
$158M +$158M +1,370,000 New
DADC
42
D.A. Davidson & Co
Montana
$157M -$13.1M -113,673 -8%
Franklin Resources
43
Franklin Resources
California
$153M -$59.9M -518,968 -28%
SWM
44
SigFig Wealth Management
California
$152M +$2.13M +18,493 +1%
KeyBank National Association
45
KeyBank National Association
Ohio
$149M -$2.7M -23,387 -2%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$148M +$45.6M +394,975 +45%
Mariner
47
Mariner
Kansas
$131M +$2.75M +23,805 +2%
Citigroup
48
Citigroup
New York
$129M -$379M -3,281,931 -75%
LMIM
49
Lockheed Martin Investment Management
Maryland
$128M -$11.5M -100,000 -8%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$125M -$3.13M -27,100 -2%
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