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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 %
WP
676
WealthPLAN Partners
Nebraska
$1.4M -$189K -1,619 -12%
BC
677
Burney Company
Virginia
$1.4M -$133K -1,156 -9%
CW
678
CreativeOne Wealth
Kansas
$1.36M +$179K +1,548 +15%
BOM
679
Bank of Marin
California
$1.36M +$16.6K +144 +1%
PAM
680
Peak Asset Management
Colorado
$1.36M -$495K -4,292 -27%
AM
681
Atwater Malick
Pennsylvania
$1.36M +$35.7K +309 +3%
FIB
682
First Interstate Bank
Montana
$1.36M -$84.2K -730 -6%
DBRC
683
D.B. Root & Company
Pennsylvania
$1.35M +$456K +3,954 +51%
SPA
684
Sentinel Pension Advisors
Massachusetts
$1.35M -$78.7K -682 -6%
5L
685
55I LLC
Massachusetts
$1.34M +$393K +3,349 +41%
BF
686
Blankinship & Foster
California
$1.34M -$40.7K -353 -3%
CCP
687
Corient Capital Partners
California
$1.33M -$38.4K -333 -3%
OCG
688
Opus Capital Group
Ohio
$1.32M -$104K -904 -7%
BA
689
Ballast Advisors
Minnesota
$1.31M +$58.2K +505 +5%
OIA
690
OneDigital Investment Advisors
Kansas
$1.31M +$1.73K +15 +0.1%
RCP
691
Rothschild Capital Partners
New York
$1.3M – – –
DI
692
Disciplined Investments
Oklahoma
$1.29M +$987K +8,555 +322%
COF
693
Capital One Financial
Virginia
$1.28M +$1.28M +11,110 New
BCM
694
BTC Capital Management
Iowa
$1.27M – – –
SFG
695
SNS Financial Group
Minnesota
$1.25M -$141K -1,218 -10%
KM
696
Kalos Management
Georgia
$1.25M +$30K +259 +2%
HFP
697
Holistic Financial Partners
Indiana
$1.23M +$1.23M +10,696 New
PA
698
Paracle Advisors
Washington
$1.23M +$59.5K +516 +5%
FC
699
Financial Consulate
Maryland
$1.23M – – –
HMS
700
Hanseatic Management Services
New Mexico
$1.22M +$1.22M +10,592 New
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