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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 %
EP
551
Eudaimonia Partners
Tennessee
$3.28M -$418K -3,535 -11%
9WM
552
9258 Wealth Management
Ohio
$3.28M +$709K +5,999 +28%
CAL
553
Capital Advisors Ltd
Ohio
$3.28M +$118 +1 +0%
SIAM
554
Sterling Investment Advisors (Missouri)
Missouri
$3.28M -$591K -4,996 -15%
JWS
555
Juncture Wealth Strategies
Arizona
$3.26M +$61.2K +518 +2%
JIR
556
James Investment Research
Ohio
$3.26M -$49.9K -422 -2%
KBFS
557
Kohmann Bosshard Financial Services
Ohio
$3.26M +$253K +2,141 +8%
MSAGDF
558
Moneda SA Administradora General de Fondos
Chile
$3.26M -$1.28M -10,793 -28%
AFP
559
Ausdal Financial Partners
Iowa
$3.19M +$367K +3,104 +13%
NB
560
Northwest Bancshares
Pennsylvania
$3.18M +$3.18M +26,941 New
HCM
561
Hollencrest Capital Management
California
$3.17M +$197K +1,665 +7%
BSB
562
Bangor Savings Bank
Maine
$3.15M +$186K +1,571 +6%
BS
563
Banco Santander
Spain
$3.1M – – –
CS
564
Comerica Securities
Michigan
$3.1M +$542K +4,585 +21%
IDA
565
Intelligence Driven Advisers
California
$3.09M +$259K +2,193 +9%
SIA
566
Strategic Investment Advisors
Michigan
$3.08M -$135K -1,142 -4%
FHA
567
Flagship Harbor Advisors
Massachusetts
$3.07M +$479K +4,056 +19%
SWRP
568
Summit Wealth & Retirement Planning
California
$3.05M +$159K +1,341 +5%
CAAS
569
Capital Asset Advisory Services
Michigan
$3.03M +$50.2K +422 +2%
LWAC
570
Laurel Wealth Advisors (California)
California
$3.02M +$502K +4,243 +20%
ACM
571
AlphaStar Capital Management
North Carolina
$3.01M +$227K +1,913 +8%
DAS
572
Dynamic Advisor Solutions
Arizona
$2.99M +$807K +6,824 +37%
UB
573
UMB Bank
Missouri
$2.97M +$94K +795 +3%
FCBT
574
First Citizens Bank & Trust
North Carolina
$2.95M +$736K +6,228 +33%
LOPW
575
Live Oak Private Wealth
North Carolina
$2.95M +$2.95M +24,949 New
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