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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 %
MA
676
Modus Advisors
Minnesota
$1.8M -$68.3K -578 -4%
BRWM
677
B. Riley Wealth Management
Tennessee
$1.79M +$899K +7,606 +101%
LWA
678
LWS Wealth Advisors
New Jersey
$1.79M +$1.79M +15,119 New
NEPWA
679
New England Private Wealth Advisors
Massachusetts
$1.79M +$10.6K +90 +0.6%
FT
680
Fiduciary Trust
Massachusetts
$1.77M -$44.5K -376 -2%
SAM
681
Strategy Asset Managers
California
$1.77M -$114K -965 -6%
SS
682
Sunbelt Securities
Texas
$1.76M -$6.59M -55,773 -79%
SSWM
683
Sheets Smith Wealth Management
North Carolina
$1.76M -$112K -945 -6%
GP
684
Girard Partners
Pennsylvania
$1.75M -$102K -865 -6%
BJL
685
Brighton Jones LLC
Washington
$1.75M +$256K +2,169 +17%
PIA
686
Perennial Investment Advisors
California
$1.74M -$59.6K -504 -3%
LFS
687
Lutz Financial Services
Nebraska
$1.74M -$226K -1,916 -12%
ML
688
McAdam LLC
Pennsylvania
$1.73M -$122K -1,030 -7%
WTC
689
WhitTier Trust Company
Nevada
$1.72M +$77.9K +659 +5%
IWM
690
IHT Wealth Management
Illinois
$1.71M -$861K -7,279 -34%
HH
691
Hilltop Holdings
Texas
$1.71M +$1.71M +14,445 New
GFP
692
Gryphon Financial Partners
Ohio
$1.69M +$50K +423 +3%
CA
693
Clearstead Advisors
Ohio
$1.69M +$1.22M +10,335 +263%
KL
694
KWMG LLC
Kansas
$1.68M +$71K +601 +4%
EIP
695
Ellis Investment Partners
Pennsylvania
$1.68M +$172K +1,456 +11%
RA
696
RFG Advisory
Alabama
$1.68M +$594K +5,023 +55%
PR
697
Payden & Rygel
California
$1.68M – – –
AP
698
Appleton Partners
Massachusetts
$1.67M -$20.1K -170 -1%
CRWM
699
Castle Rock Wealth Management
California
$1.65M +$136K +1,137 +9%
HI
700
Human Investing
Oregon
$1.65M +$141K +1,192 +9%
26 27
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