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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 %
IFAM
501
Institutional & Family Asset Management
Colorado
$4.21M -$50.8K -430 -1%
SW
502
SVB Wealth
Massachusetts
$4.2M +$4.19M +35,485 +70,970%
APWA
503
Atlas Private Wealth Advisors
New Jersey
$4.17M +$4.17M +35,312 New
CI
504
CX Institutional
Indiana
$4.16M +$442K +3,748 +12%
PA
505
Planning Alternatives
Michigan
$4.16M -$818K -6,920 -16%
BAM
506
Baldrige Asset Management
Pennsylvania
$4.15M -$78K -660 -2%
FWP
507
FAS Wealth Partners
Kansas
$4.13M -$373K -3,159 -8%
PI
508
PFS Investments
Georgia
$4.09M +$1.27M +10,703 +45%
OFG
509
Omega Financial Group
California
$4.08M +$208K +1,756 +5%
TPWA
510
TRUE Private Wealth Advisors
Oregon
$4.06M +$65.4K +553 +2%
ZCM
511
Ziegler Capital Management
Illinois
$4.04M – – –
RTC
512
Riverview Trust Company
Washington
$4.03M -$294K -2,489 -7%
CPO
513
Cerity Partners OCIO
New York
$4.02M -$1.09M -9,244 -21%
RIA
514
Regal Investment Advisors
Michigan
$4.02M +$4.02M +34,036 New
Luther King Capital Management (LKCM)
515
Luther King Capital Management (LKCM)
Texas
$4.02M -$3.8M – –
BIP
516
Blueprint Investment Partners
North Carolina
$3.98M +$3.98M +33,629 New
AF
517
Advisornet Financial
Minnesota
$3.94M -$3.91M -33,055 -50%
C
518
Clearshares
New York
$3.82M – – –
CF
519
Copperwynd Financial
Arizona
$3.81M +$2.75M +23,257 +259%
DT
520
Diversified Trust
Tennessee
$3.74M -$11.1M -94,164 -75%
BA
521
Ballew Advisors
Mississippi
$3.71M +$1.97M +16,641 +113%
SI
522
Stephens Inc
Arkansas
$3.71M +$1.22M +10,289 +49%
TPCW
523
TD Private Client Wealth
New York
$3.7M +$3.31M +27,984 +853%
FFA
524
Fragasso Financial Advisors
Pennsylvania
$3.69M -$264K -2,212 -7%
MGIA
525
Moneta Group Investment Advisors
Missouri
$3.69M +$80.3K +679 +2%
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