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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 %
Manulife (Manufacturers Life Insurance)
651
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M -$24.5M -207,600 -92%
MIAN
652
Mariner Independent Advisor Network
Kansas
$2.06M -$1.07M -9,091 -34%
HA
653
HYA Advisors
Missouri
$2.05M +$894K +7,563 +77%
MFG
654
Menard Financial Group
Texas
$2.04M +$2.04M +17,295 New
FC
655
FCA Corp
Texas
$2.03M +$36.6K +310 +2%
CI
656
Cambiar Investors
Colorado
$2.02M +$868K +7,346 +75%
BSAM
657
Blue Sky Asset Management
Colorado
$2.01M -$13M -109,703 -87%
JIP
658
Jaffetilchin Investment Partners
Florida
$2M -$1.03M -8,745 -34%
CIBC Asset Management
659
CIBC Asset Management
Ontario, Canada
$1.99M -$94.6K -800 -5%
MHS
660
M Holdings Securities
Oregon
$1.98M +$1.98M +16,727 New
UFF
661
USA Financial Formulas
Michigan
$1.97M -$103K -875 -5%
EPWM
662
Essex Private Wealth Management
Massachusetts
$1.96M – – –
BC
663
Barnett & Company
Tennessee
$1.95M +$1.95M +16,473 New
KWMG
664
King Wealth Management Group
Florida
$1.95M +$79.9K +676 +4%
EW
665
Emerson Wealth
Michigan
$1.95M +$26.6K +1,243 +1%
RIM
666
Rampart Investment Management
Connecticut
$1.94M -$197K -1,662 -9%
MCM
667
Monument Capital Management
Virginia
$1.91M +$1.91M +16,137 New
WSFS
668
Wilmington Savings Fund Society
Delaware
$1.9M -$9.58K -81 -0.5%
CFG
669
CKW Financial Group
Hawaii
$1.9M – – –
HIM
670
HawsGoodwin Investment Management
Tennessee
$1.89M +$1.51M +12,785 +399%
CCA
671
Cobblestone Capital Advisors
New York
$1.87M +$8.16K +69 +0.4%
AWM
672
Apollon Wealth Management
South Carolina
$1.87M +$67.7K +573 +4%
PGAM
673
Princeton Global Asset Management
New Jersey
$1.87M +$794K +6,718 +74%
CST
674
Charles Schwab Trust
Nevada
$1.86M +$1.86M +15,766 New
Bessemer Group
675
Bessemer Group
New Jersey
$1.84M +$301K +2,549 +20%
25 26
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