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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$140M +$15.6M +132,110 +13%
TC
52
Toews Corporation
New Jersey
$138M +$138M +1,164,115 New
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$132M +$7.32M +61,913 +6%
AWS
54
AJ Wealth Strategies
New York
$127M +$24.3M +205,762 +24%
Allianz Asset Management
55
Allianz Asset Management
Germany
$119M -$229M -1,935,129 -66%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$119M +$504K +4,260 +0.4%
CWM
57
CIBC World Markets
New York
$118M – – –
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$114M -$13.8M -116,600 -11%
SFA
59
Sequoia Financial Advisors
Ohio
$111M +$3.07M +25,935 +3%
CWM
60
Campbell Wealth Management
Virginia
$111M +$3.91M +33,096 +4%
SBL
61
Sargent Bickham Lagudis
Colorado
$110M +$9.2M +77,867 +9%
EA
62
Efficient Advisors
Ohio
$110M +$7.46M +63,081 +7%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$109M +$17.5M +147,881 +19%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$105M +$105M +886,194 New
HSBC Holdings
65
HSBC Holdings
United Kingdom
$104M -$5M -42,325 -5%
CWM
66
Cahaba Wealth Management
Georgia
$101M -$103K -865 -0.1%
WCM
67
Wealthcare Capital Management
Virginia
$99.8M +$57.9M +489,976 +138%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$98.4M +$15.5M +131,479 +19%
LS
69
Liquid Strategies
Georgia
$98.1M +$9.29M +78,589 +10%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$96.5M +$29.2M +246,696 +43%
Barclays
71
Barclays
United Kingdom
$94.4M +$48.1M +406,672 +104%
AWMS
72
Advocacy Wealth Management Services
Georgia
$93.9M +$26.5M +224,178 +39%
MFM
73
MD Financial Management
Ontario, Canada
$93.8M -$9.82M -83,088 -9%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$93.4M – – –
MA
75
MCF Advisors
Kentucky
$91.7M +$17.9M +151,131 +24%
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