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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 %
IIC
701
Integrated Investment Consultants
Michigan
$1.65M -$88.1K -745 -5%
BEI
702
Benjamin Edwards Inc
Missouri
$1.64M +$1.64M +13,859 New
CAC
703
Certified Advisory Corp
Florida
$1.64M +$1.44M +12,199 +738%
RWA
704
Redhawk Wealth Advisors
Minnesota
$1.63M -$1.5M -12,677 -48%
MAM
705
Marquette Asset Management
Minnesota
$1.63M +$37.2K +315 +2%
VSWA
706
Vontobel Swiss Wealth Advisors
Switzerland
$1.62M – – –
LL
707
LPWM LLC
Minnesota
$1.62M +$141K +1,192 +10%
FPS
708
Fieldpoint Private Securities
Connecticut
$1.6M – – –
RAM
709
Riggs Asset Management
Pennsylvania
$1.58M +$1.57M +13,284 +24,153%
AO
710
Advisor OS
Illinois
$1.56M +$1.56M +13,200 New
ACM
711
AUA Capital Management
Pennsylvania
$1.56M -$401K -3,391 -20%
SVWAG
712
Sound View Wealth Advisors Group
Georgia
$1.56M +$1.56M +13,168 New
DA
713
Doliver Advisors
Texas
$1.55M +$46.2K +391 +3%
BA
714
Ballast Advisors
Minnesota
$1.55M +$202K +1,707 +15%
ATC
715
Argent Trust Co
Tennessee
$1.55M +$347K +2,936 +29%
SCA
716
Snowden Capital Advisors
New York
$1.54M -$1.06K -9 -0.1%
PG
717
Prostatis Group
Maryland
$1.53M -$2.36M -19,961 -61%
CMO
718
Covenant Multifamily Offices
Texas
$1.52M +$414K +3,505 +38%
NYLIM
719
New York Life Investment Management
New York
$1.51M +$1.51M +12,784 New
AWM
720
Avior Wealth Management
Nebraska
$1.49M -$253K -2,138 -14%
SMDAM
721
Sumitomo Mitsui DS Asset Management
Japan
$1.49M -$63.2K -535 -4%
SCM
722
SCS Capital Management
Massachusetts
$1.49M -$1.54M -13,015 -51%
EAMA
723
EFG Asset Management (Americas)
Florida
$1.48M +$28K +237 +2%
AG
724
AlphaSimPlex Group
Massachusetts
$1.48M -$610K -5,163 -29%
GPA
725
Garrison Point Advisors
California
$1.48M -$8.86K -75 -0.6%
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