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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 %
QA
726
Quantitative Advantage
Minnesota
$1.45M -$89.4K -756 -6%
AIC
727
Ameritas Investment Company
Nebraska
$1.41M -$282K -2,383 -17%
BOM
728
Bank of Marin
California
$1.41M +$17.6K +149 +1%
Kovitz Investment Group Partners
729
Kovitz Investment Group Partners
Illinois
$1.41M +$1.41M +11,884 New
OCG
730
Opus Capital Group
Ohio
$1.39M +$31.3K +265 +2%
PAM
731
Peak Asset Management
Colorado
$1.38M -$11.8K -100 -0.8%
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$1.38M +$395K +3,340 +40%
NCM
733
Northwest Capital Management
Oregon
$1.37M +$155K +1,312 +13%
IWS
734
Insight Wealth Strategies
California
$1.36M +$965K +8,162 +245%
BF
735
Blankinship & Foster
California
$1.34M -$28.7K -243 -2%
RCP
736
Rothschild Capital Partners
New York
$1.34M – – –
COF
737
Capital One Financial
Virginia
$1.33M +$20.5K +173 +2%
LFG
738
Larson Financial Group
Missouri
$1.33M +$138K +1,166 +12%
CW
739
CreativeOne Wealth
Kansas
$1.33M -$66K -558 -5%
OIA
740
OneDigital Investment Advisors
Kansas
$1.33M -$10.9K -92 -0.8%
BWP
741
Bernardo Wealth Planning
Pennsylvania
$1.32M -$343K -2,901 -21%
AM
742
Atwater Malick
Pennsylvania
$1.32M -$68.7K -581 -5%
DI
743
Disciplined Investments
Oklahoma
$1.32M -$3.43K -29 -0.3%
BFC
744
Blue Fin Capital
Rhode Island
$1.32M +$178K +1,507 +16%
BCM
745
BTC Capital Management
Iowa
$1.3M – – –
DTC
746
Davidson Trust Company
Washington
$1.3M +$220K +1,859 +20%
HIC
747
Holderness Investments Company
North Carolina
$1.3M -$587K -4,967 -31%
EWA
748
Exencial Wealth Advisors
Oklahoma
$1.25M +$743K +6,284 +148%
GM
749
GeoWealth Management
Illinois
$1.24M +$1.24M +10,524 New
KCM
750
Karp Capital Management
California
$1.24M +$560K +4,735 +82%
28 29
30
31 32