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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 %
SFPM
601
Sensible Financial Planning & Management
Massachusetts
$2.6M -$84.6K -716 -3%
MHR
602
Matthew Hamilton Rosenberg
$2.59M -$1.48M -12,496 -36%
RWP
603
RWA Wealth Partners
Massachusetts
$2.58M +$581K +4,919 +29%
PIMG
604
Patriot Investment Management Group
Tennessee
$2.55M -$17.7K -150 -0.7%
VA
605
Valmark Advisers
Ohio
$2.55M +$165K +1,393 +7%
PCA
606
Personal Capital Advisors
California
$2.54M -$29.2M -246,731 -92%
HMS
607
Hanseatic Management Services
New Mexico
$2.53M +$1.28M +10,831 +102%
TL
608
TrueWealth LLC
Georgia
$2.53M +$6.86K +58 +0.3%
WS
609
Wedbush Securities
California
$2.52M -$444K -3,752 -15%
CAM
610
Chandler Asset Management
California
$2.47M – – –
WMA
611
Wealth Management Associates
New Jersey
$2.47M +$3.43K +29 +0.1%
KA
612
Kovack Advisors
Florida
$2.43M -$14.4K -122 -0.6%
CFFP
613
Center for Financial Planning
Michigan
$2.41M -$55.7M -471,072 -96%
WA
614
Wealth Alliance
New York
$2.41M +$1.48M +12,558 +161%
PWPCM
615
Perella Weinberg Partners Capital Management
New York
$2.4M – – –
SMC
616
Smith, Moore & Co
Missouri
$2.4M +$326K +2,754 +16%
GBT
617
Grove Bank & Trust
Florida
$2.4M +$399K +3,374 +20%
MG
618
Mather Group
Illinois
$2.38M +$417K +3,525 +21%
CMBA
619
C.M. Bidwell & Associates
Hawaii
$2.37M +$21.2K +179 +0.9%
CC
620
Cedar Capital
Illinois
$2.34M +$122K +1,029 +5%
WAM
621
Wolverine Asset Management
Illinois
$2.32M +$2.25M +19,057 +3,145%
PTC
622
Private Trust Company
Ohio
$2.32M -$645K -5,455 -22%
BWA
623
BDO Wealth Advisors
Florida
$2.32M +$29.1K +246 +1%
KPW
624
Kore Private Wealth
New York
$2.31M – – –
SAM
625
Secure Asset Management
Michigan
$2.29M +$2.29M +19,405 New
23 24
25
26 27