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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 %
HSA
476
HBK Sorce Advisory
Pennsylvania
$4.76M +$1.72M +14,530 +56%
EPM
477
Elm Partners Management
Pennsylvania
$4.75M -$160K -1,354 -3%
1SB
478
1ST Source Bank
Indiana
$4.75M +$22.5K +190 +0.5%
HAS
479
HBW Advisory Services
California
$4.74M +$212K +1,792 +5%
GWMIA
480
Global Wealth Management Investment Advisory
Florida
$4.68M +$338K +2,863 +8%
MLFP
481
MPS Loria Financial Planners
Illinois
$4.65M -$694K -5,867 -13%
TFCP
482
Twin Focus Capital Partners
Massachusetts
$4.65M +$53K +448 +1%
CAN
483
Claraphi Advisory Network
United States
$4.64M +$4.04M +34,171 +673%
LFAS
484
Level Four Advisory Services
Texas
$4.62M -$1.04M -8,763 -18%
MAS
485
Madden Advisory Services
Florida
$4.57M +$3.66M +30,950 +400%
HWA
486
Hillcrest Wealth Advisors
New Jersey
$4.56M +$18.9K +160 +0.4%
TI
487
Tidal Investments
Wisconsin
$4.47M +$392K +3,316 +10%
BCM
488
Brookstone Capital Management
Illinois
$4.46M -$3.06M -25,919 -41%
NEGWA
489
New England Guild Wealth Advisors
Connecticut
$4.43M +$814K +6,887 +23%
OAM
490
Oppenheimer Asset Management
New York
$4.42M +$70.2K +594 +2%
OWM
491
Orgel Wealth Management
Wisconsin
$4.4M +$1.38M +11,651 +46%
VOYA Investment Management
492
VOYA Investment Management
Georgia
$4.39M -$2.25M -19,027 -34%
CANC
493
Culbertson A N & Co
Virginia
$4.36M +$2.96K +25 +0.1%
KLCM
494
KG&L Capital Management
Louisiana
$4.34M -$16.5K -140 -0.4%
SFP
495
Shepherd Financial Partners
Massachusetts
$4.31M +$116K +981 +3%
ECM
496
Exchange Capital Management
Michigan
$4.29M -$470K -3,980 -10%
QCM
497
Quest Capital Management
Texas
$4.28M -$538K -4,555 -11%
AMG
498
Asset Management Group
Connecticut
$4.26M +$22.6K +191 +0.5%
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$4.25M -$1.47M -12,398 -26%
SCM
500
Smith Capital Management
Arkansas
$4.23M +$342K +2,895 +9%
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