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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
601
Rampart Investment Management
Connecticut
$2.08M +$1.58M +13,723 +318%
UWPG
602
Ullmann Wealth Partners Group
Florida
$2.06M -$87.1K -755 -4%
AG
603
AlphaSimPlex Group
Massachusetts
$2.04M -$774K -6,705 -28%
CIBC Asset Management
604
CIBC Asset Management
Ontario, Canada
$2.03M -$173K -1,500 -8%
SMC
605
Smith, Moore & Co
Missouri
$2.03M +$19.8K +172 +1%
UFF
606
USA Financial Formulas
Michigan
$2.02M +$2.02M +17,541 New
BFEC
607
Benjamin F. Edwards & Company
Missouri
$2.01M +$53.1K +460 +3%
SWP
608
Strategic Wealth Partners
Ohio
$2M – – –
PFA
609
Pure Financial Advisors
California
$1.98M -$1.94M -16,856 -49%
PG
610
Patten Group
Tennessee
$1.98M +$101K +875 +5%
GBT
611
Grove Bank & Trust
Florida
$1.95M +$425K +3,680 +28%
FC
612
FCA Corp
Texas
$1.95M +$231K +2,005 +13%
RWP
613
RWA Wealth Partners
Massachusetts
$1.95M -$4.33M -37,485 -69%
MG
614
Mather Group
Illinois
$1.92M -$355K -3,078 -16%
EPWM
615
Essex Private Wealth Management
Massachusetts
$1.92M – – –
LFS
616
Lutz Financial Services
Nebraska
$1.91M -$188K -1,631 -9%
ACM
617
AUA Capital Management
Pennsylvania
$1.91M – – –
TIM
618
Total Investment Management
Arizona
$1.89M +$78.4K +679 +4%
EW
619
Emerson Wealth
Michigan
$1.87M +$15.9K +762 +0.9%
WSFS
620
Wilmington Savings Fund Society
Delaware
$1.87M +$615K +5,330 +49%
CFG
621
CKW Financial Group
Hawaii
$1.85M +$47.2K +411 +3%
HIC
622
Holderness Investments Company
North Carolina
$1.84M +$632K +5,475 +52%
SAM
623
Strategy Asset Managers
California
$1.83M -$312K -2,703 -15%
SSWM
624
Sheets Smith Wealth Management
North Carolina
$1.83M -$2.57M -22,298 -58%
MA
625
Modus Advisors
Minnesota
$1.83M +$14.3K +124 +0.8%
23 24
25
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