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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 %
WWM
651
Willingdon Wealth Management
North Carolina
$1.61M -$106K -918 -6%
WTC
652
WhitTier Trust Company
Nevada
$1.6M +$36K +312 +2%
GFP
653
Gryphon Financial Partners
Ohio
$1.6M +$65.7K +569 +4%
JGUA
654
John G. Ullman & Associates
New York
$1.58M +$108K +935 +7%
VSWA
655
Vontobel Swiss Wealth Advisors
Switzerland
$1.58M -$110K -950 -6%
KL
656
KWMG LLC
Kansas
$1.57M -$76.9K -667 -5%
FPS
657
Fieldpoint Private Securities
Connecticut
$1.56M +$2.88K +25 +0.2%
MAM
658
Marquette Asset Management
Minnesota
$1.55M -$101K -876 -6%
TSS
659
Two Sigma Securities
New York
$1.54M -$1.11M -9,634 -42%
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$1.52M +$454K +3,939 +43%
SMDAM
661
Sumitomo Mitsui DS Asset Management
Japan
$1.52M +$172K +1,495 +13%
QA
662
Quantitative Advantage
Minnesota
$1.5M -$109K -949 -7%
SCA
663
Snowden Capital Advisors
New York
$1.5M +$34.5K +299 +2%
Bessemer Group
664
Bessemer Group
New Jersey
$1.5M -$2.53M -21,898 -63%
DA
665
Doliver Advisors
Texas
$1.49M +$1.49M +12,734 New
CRWM
666
Castle Rock Wealth Management
California
$1.48M +$1.48M +12,657 New
SCA
667
SMH Capital Advisors
Texas
$1.47M +$84.3K +731 +6%
HI
668
Human Investing
Oregon
$1.47M -$245K -2,126 -14%
EIP
669
Ellis Investment Partners
Pennsylvania
$1.46M +$434K +3,781 +42%
BJL
670
Brighton Jones LLC
Washington
$1.46M +$47.3K +410 +3%
GPA
671
Garrison Point Advisors
California
$1.45M -$26.5K -230 -2%
LL
672
LPWM LLC
Minnesota
$1.44M -$131K -1,133 -8%
FG
673
Fiduciary Group
Georgia
$1.44M +$369K +3,201 +35%
EAMA
674
EFG Asset Management (Americas)
Florida
$1.42M -$105K -912 -7%
CFA
675
Carroll Financial Associates
North Carolina
$1.41M +$1.15M +9,971 +445%
25 26
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