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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 %
CCA
626
Cobblestone Capital Advisors
New York
$1.82M -$288K -2,500 -14%
KWMG
627
King Wealth Management Group
Florida
$1.82M +$23.3K +202 +1%
PAMG
628
Patton Albertson Miller Group
Tennessee
$1.81M -$425K -3,681 -19%
GP
629
Girard Partners
Pennsylvania
$1.81M +$238K +2,067 +15%
ML
630
McAdam LLC
Pennsylvania
$1.81M -$173K -1,503 -9%
BCI
631
Brinker Capital Investments
Pennsylvania
$1.8M -$655K -5,678 -27%
BWA
632
Beam Wealth Advisors
Louisiana
$1.79M +$1.38M +11,996 +343%
VHAM
633
Van Hulzen Asset Management
California
$1.79M +$1.79M +15,491 New
CA
634
Continuum Advisory
Idaho
$1.78M -$36.6K -319 -2%
WC
635
Waterloo Capital
Texas
$1.78M +$1.78M +15,393 New
FT
636
Fiduciary Trust
Massachusetts
$1.77M -$20.4K -177 -1%
AWM
637
Apollon Wealth Management
South Carolina
$1.76M +$1.42M +12,300 +414%
PCA
638
Providence Capital Advisors
North Carolina
$1.76M +$343K +2,976 +24%
PIA
639
Perennial Investment Advisors
California
$1.75M -$14.1K -122 -0.8%
NEPWA
640
New England Private Wealth Advisors
Massachusetts
$1.73M +$8.31K +72 +0.5%
AWM
641
Avior Wealth Management
Nebraska
$1.7M +$326K +2,827 +24%
BA
642
Ballew Advisors
Mississippi
$1.7M -$1.03M -8,890 -38%
IIC
643
Integrated Investment Consultants
Michigan
$1.69M -$642K -5,561 -28%
TA
644
Townsend & Associates
Colorado
$1.69M +$128K +1,106 +8%
Renaissance Technologies
645
Renaissance Technologies
New York
$1.66M +$1.66M +14,400 New
QCG
646
Quadrant Capital Group
Ohio
$1.66M +$17.6K +153 +1%
AIC
647
Ameritas Investment Company
Nebraska
$1.65M +$628K +5,448 +61%
AP
648
Appleton Partners
Massachusetts
$1.65M +$49.7K +431 +3%
PR
649
Payden & Rygel
California
$1.64M -$6.16M -53,398 -79%
BWP
650
Bernardo Wealth Planning
Pennsylvania
$1.63M -$2.7M -23,439 -62%
24 25
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