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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 %
ECM
26
ETrade Capital Management
Virginia
$305M +$26.2M +221,887 +9%
WI
27
WealthNavi Inc
Japan
$298M +$35.9M +303,591 +14%
Stifel Financial
28
Stifel Financial
Missouri
$296M +$3.92M +33,135 +1%
Osaic Holdings
29
Osaic Holdings
Arizona
$289M -$9.52M -80,530 -3%
Franklin Resources
30
Franklin Resources
California
$274M +$116M +972,528 +73%
VIA
31
Vantagepoint Investment Advisers
District of Columbia
$259M +$259M +2,192,590 New
UCFA
32
United Capital Financial Advisors
Texas
$242M -$5.99M -50,645 -2%
Members Trust
33
Members Trust
Florida
$239M +$239M +2,021,220 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$236M +$28.9M +244,073 +14%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$225M +$23.6M +200,000 +12%
Bank of Nova Scotia
36
Bank of Nova Scotia
Ontario, Canada
$198M +$88.7M +750,318 +81%
AAS
37
Avantax Advisory Services
Texas
$188M +$5.13M +43,416 +3%
Mariner
38
Mariner
Kansas
$187M +$52.8M +446,404 +39%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$187M +$1.44M +12,170 +0.8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$186M +$14.5M +122,799 +8%
BL
41
Balentine LLC
Georgia
$180M +$431K +3,649 +0.2%
SOMRS
42
State of Michigan Retirement System
Michigan
$175M +$154M +1,301,000 +723%
SG Americas Securities
43
SG Americas Securities
New York
$171M +$150M +1,269,419 +709%
SWM
44
SigFig Wealth Management
California
$168M +$12.4M +105,067 +8%
DWM
45
Destination Wealth Management
California
$168M -$6.64M -56,184 -4%
DADC
46
D.A. Davidson & Co
Montana
$167M +$5.96M +50,390 +4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$158M +$34.4M +291,201 +28%
KeyBank National Association
48
KeyBank National Association
Ohio
$150M -$2.64M -22,317 -2%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$148M – – –
LMIM
50
Lockheed Martin Investment Management
Maryland
$146M +$14.8M +125,000 +11%
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