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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 %
BIA
626
Bigelow Investment Advisors
Maine
$2.27M -$5.32K -45 -0.2%
PCA
627
Providence Capital Advisors
North Carolina
$2.25M +$454K +3,844 +25%
TA
628
Townsend & Associates
Colorado
$2.25M +$528K +4,466 +31%
FHC
629
First Heartland Consultants
Missouri
$2.25M -$133K -1,126 -6%
CWA
630
Core Wealth Advisors
Florida
$2.24M +$2.24M +18,909 +48,485%
JSL
631
JT Stratford LLC
Georgia
$2.24M +$31.6K +267 +1%
PG
632
Patten Group
Tennessee
$2.21M +$185K +1,562 +9%
GW
633
GW & Wade
Massachusetts
$2.21M -$178K -1,507 -7%
State Street
634
State Street
Massachusetts
$2.2M -$9.22K -78 -0.4%
TC
635
Telemus Capital
Michigan
$2.2M -$81.2K -685 -4%
PA
636
PFG Advisors
Arizona
$2.19M -$505K -4,260 -19%
DIM
637
Delta Investment Management
California
$2.19M +$2.19M +18,523 New
FG
638
Fiduciary Group
Georgia
$2.17M +$698K +5,903 +47%
FIM
639
Freedom Investment Management
Connecticut
$2.17M +$1.77M +14,970 +441%
AWA
640
Arete Wealth Advisors
Illinois
$2.17M +$1.45M +12,270 +202%
LHC
641
Little House Capital
Massachusetts
$2.17M +$1.69M +14,336 +359%
PFA
642
Pure Financial Advisors
California
$2.16M +$129K +1,093 +6%
BWA
643
Beam Wealth Advisors
Louisiana
$2.15M +$317K +2,680 +17%
CCP
644
Corient Capital Partners
California
$2.15M +$786K +6,653 +58%
TIM
645
Total Investment Management
Arizona
$2.14M +$197K +1,665 +10%
DPI
646
Diversified Portfolios Inc
Michigan
$2.13M -$27.3K -231 -1%
EK
647
Evensky & Katz
Florida
$2.11M +$1.68M +14,217 +395%
DC
648
Davenport & Co
Virginia
$2.1M +$1.13M +9,560 +116%
UWPG
649
Ullmann Wealth Partners Group
Florida
$2.08M -$40.3K -341 -2%
PI
650
PineBridge Investments
New York
$2.07M -$414K -3,500 -17%
24 25
26
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