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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 %
BBVA
526
Banco Bilbao Vizcaya Argentaria
Spain
$3.67M -$4.89M -41,362 -57%
SC
527
Savant Capital
Illinois
$3.65M -$175K -1,481 -5%
ATFA
528
All Terrain Financial Advisors
Minnesota
$3.65M +$32.7K +277 +0.9%
AIA
529
Alera Investment Advisors
Illinois
$3.62M +$340K +2,879 +10%
TSW
530
Thompson Siegel & Walmsley
Virginia
$3.61M – – –
SW
531
SteelPeak Wealth
California
$3.61M +$3.34M +28,229 +1,231%
ACA
532
Anchor Capital Advisors
Massachusetts
$3.6M +$3.6M +30,415 New
IA
533
IFG Advisory
Georgia
$3.58M +$210K +1,779 +6%
RCIM
534
Red Cedar Investment Management
Michigan
$3.55M -$57.9K -490 -2%
AAM
535
Autus Asset Management
Arizona
$3.54M -$271K -2,293 -7%
WAOI
536
Wealth Advisors of Iowa
Iowa
$3.53M +$331K +2,802 +10%
CCM
537
Canal Capital Management
Virginia
$3.49M +$997K +8,432 +40%
AI
538
Atria Investments
North Carolina
$3.49M +$3.49M +29,527 New
SG
539
StoneX Group
New York
$3.47M +$121K +1,024 +4%
PCMK
540
Paragon Capital Management (Kansas)
Kansas
$3.46M +$12.9K +109 +0.4%
NI
541
NYL Investors
New York
$3.43M -$296K -2,500 -8%
CCG
542
Cypress Capital Group
Florida
$3.41M +$925K +7,823 +37%
SW
543
StrongBox Wealth
Missouri
$3.4M +$777K +6,577 +30%
BB
544
Busey Bank
Illinois
$3.39M – – –
DC
545
DeDora Capital
California
$3.39M +$51.2K +433 +2%
OWA
546
Outlook Wealth Advisors
Texas
$3.36M -$322K -2,721 -9%
APP
547
Avantax Planning Partners
Iowa
$3.35M -$136K -1,154 -4%
PFG
548
Pacific Financial Group
Washington
$3.31M – – –
HW
549
Hedeker Wealth
Illinois
$3.31M +$122K +1,036 +4%
DBRC
550
D.B. Root & Company
Pennsylvania
$3.28M +$1.9M +16,080 +137%
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