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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 %
BP
576
Ballentine Partners
Massachusetts
$2.87M +$88.4K +748 +3%
NFG
577
Next Financial Group
Texas
$2.87M -$103K -867 -3%
TWM
578
Tolleson Wealth Management
Texas
$2.87M +$325K +2,752 +13%
SCA
579
STALEY CAPITAL ADVISERS
Pennsylvania
$2.84M – – –
MCM
580
Makena Capital Management
California
$2.81M +$291K +2,465 +12%
FA
581
Fagan Associates
New York
$2.8M -$9.1K -77 -0.3%
WEPOG
582
Wealth Enhancement & Preservation of GA
Georgia
$2.78M +$2.78M +23,597 New
CWA
583
Clarus Wealth Advisors
Arizona
$2.78M +$376K +3,177 +16%
QAM
584
Q3 Asset Management
Michigan
$2.78M +$2.78M +23,482 New
TCM
585
Traynor Capital Management
Pennsylvania
$2.77M +$230K +1,942 +9%
LDB
586
Lee, Danner & Bass
Tennessee
$2.77M +$2.77M +23,400 New
BFEC
587
Benjamin F. Edwards & Company
Missouri
$2.77M +$703K +5,946 +34%
AIA
588
Affinity Investment Advisors
California
$2.75M – – –
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.74M -$246K -2,082 -8%
EW
590
Evoke Wealth
California
$2.74M +$2.34M +19,802 +586%
AP
591
Advisors Preferred
Maryland
$2.69M -$1.48M -12,519 -35%
GLA
592
Good Life Advisors
Pennsylvania
$2.68M -$7.17M -60,548 -73%
APWM
593
Atlas Private Wealth Management
New York
$2.67M -$415K -3,513 -13%
SWM
594
SVA Wealth Management
Wisconsin
$2.67M -$22.2K -188 -0.8%
CAM
595
Crestone Asset Management
Colorado
$2.67M -$1.44M -12,151 -35%
BFA
596
Beaumont Financial Advisors
Massachusetts
$2.64M +$135K +1,146 +5%
PFM
597
Parsec Financial Management
North Carolina
$2.62M -$190K -1,607 -7%
TFA
598
Tobias Financial Advisors
Florida
$2.61M -$403K -3,408 -13%
FAN
599
Financial Advisors Network
California
$2.6M -$392K -3,313 -13%
DCM
600
Donaldson Capital Management
Indiana
$2.6M -$13.6K -115 -0.5%
22 23
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