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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 %
SFG
751
SNS Financial Group
Minnesota
$1.24M -$42.5K -360 -3%
W
752
Wealthquest
Ohio
$1.24M +$1.24M +10,485 New
RTS
753
Round Table Services
New Jersey
$1.22M +$34.5K +292 +3%
FC
754
Financial Consulate
Maryland
$1.22M -$35.5K -300 -3%
NFG
755
NewFocus Financial Group
Washington
$1.22M +$376K +3,178 +45%
PA
756
Paracle Advisors
Washington
$1.21M -$51.7K -438 -4%
PCG
757
Private Capital Group
Connecticut
$1.2M +$538K +4,549 +81%
MPW
758
MA Private Wealth
California
$1.2M +$31K +262 +3%
DA
759
Duality Advisers
Florida
$1.2M +$1.2M +10,128 New
WP
760
WealthPLAN Partners
Nebraska
$1.19M -$225K -1,902 -16%
VCM
761
Vivaldi Capital Management
Illinois
$1.19M +$574K +4,835 +93%
BG
762
Berry Group
Massachusetts
$1.19M +$34.4K +291 +3%
BCP
763
Blue Chip Partners
Michigan
$1.18M +$489K +4,136 +71%
CAG
764
Csenge Advisory Group
Florida
$1.16M +$845K +7,143 +265%
EVM
765
Eaton Vance Management
Massachusetts
$1.16M -$49.7K -420 -4%
GT
766
Greenleaf Trust
Michigan
$1.16M +$768K +6,498 +197%
HB
767
Homrich & Berg
Georgia
$1.16M -$12.4K -105 -1%
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$18.1K +153 +2%
FIB
769
First Interstate Bank
Montana
$1.14M -$252K -2,133 -18%
TRCT
770
Tower Research Capital (TRC)
New York
$1.14M +$290K +2,451 +34%
CFN
771
Cordasco Financial Network
Florida
$1.13M -$14.9K -126 -1%
IF
772
Intrua Financial
Texas
$1.13M +$1.13M +9,505 New
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$1.12M +$283K +2,393 +34%
BCM
774
Bluefin Capital Management
New York
$1.11M +$1.11M +9,375 New
WPA
775
West Paces Advisors
Georgia
$1.11M – – –
29 30
31
32 33