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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 %
EWM
726
Evercore Wealth Management
New York
$1.07M – – –
EFS
727
Essex Financial Services
Connecticut
$1.07M +$1.07M +9,237 New
SWPG
728
Strategic Wealth Partners Group
Illinois
$1.06M +$1.06M +9,204 New
DTC
729
Davidson Trust Company
Washington
$1.06M -$168K -1,461 -14%
RA
730
RFG Advisory
Alabama
$1.06M -$3.37M -29,214 -76%
Principal Financial Group
731
Principal Financial Group
Iowa
$1.06M +$420K +3,644 +66%
PGAM
732
Princeton Global Asset Management
New Jersey
$1.05M +$1.05M +9,116 New
NA
733
Nottingham Advisors
New York
$1.05M -$541K -4,692 -34%
CA
734
Cambridge Advisors
Nebraska
$1.05M – – –
CF
735
Copperwynd Financial
Arizona
$1.04M +$1.04M +8,980 New
BPA
736
Beacon Pointe Advisors
California
$1.03M +$447K +3,894 +76%
BBNA
737
Bremer Bank National Association
Minnesota
$1.03M -$5.08K -44 -0.5%
KFC
738
Klingenstein Fields & Co
New York
$1.03M -$40.4K -350 -4%
Retirement Systems of Alabama
739
Retirement Systems of Alabama
Alabama
$1M – – –
PAS
740
Partnervest Advisory Services
California
$994K -$86.7K -751 -8%
CIA
741
Choate Investment Advisors
Massachusetts
$994K +$994K +8,614 New
IP
742
Intellectus Partners
California
$988K +$195K +1,694 +25%
CIA
743
Capital Investment Advisors
Georgia
$987K +$77.3K +670 +9%
CI
744
Cavalier Investments
Georgia
$985K +$985K +8,538 New
CCM
745
Colorado Capital Management
Colorado
$982K -$42.2K -366 -4%
HR
746
Hayden Royal
North Carolina
$976K -$27.6K -239 -3%
RWM
747
RBA Wealth Management
California
$968K +$968K +8,392 New
AF
748
Apexium Financial
Texas
$961K -$26.5K -230 -3%
AUB
749
Atlantic Union Bankshares
Virginia
$961K +$961K +8,330 New
PWPS
750
Pinnacle Wealth Planning Services
Ohio
$955K -$74.7K -648 -7%
28 29
30
31 32