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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 %
DBT
776
Dubuque Bank & Trust
Iowa
$1.11M -$105K -888 -9%
IAIM
777
International Assets Investment Management
Florida
$1.1M +$206K +1,740 +23%
BIAS
778
Beacon Investment Advisory Services
New Jersey
$1.1M -$31.3K -265 -3%
NWM
779
Northwest Wealth Management
Iowa
$1.1M -$2.36K -20 -0.2%
MFG
780
Merit Financial Group
Georgia
$1.1M -$77.5K -655 -7%
HFP
781
Holistic Financial Partners
Indiana
$1.1M -$169K -1,432 -13%
SGCA
782
Steel Grove Capital Advisors
Tennessee
$1.09M +$1.09M +9,253 New
PAMG
783
Patton Albertson Miller Group
Tennessee
$1.09M -$767K -6,492 -41%
VWM
784
Vigilare Wealth Management
Arizona
$1.08M +$1.08M +9,161 New
MWM
785
McNaughton Wealth Management
California
$1.08M -$39.5K -334 -4%
CA
786
Cambridge Advisors
Nebraska
$1.07M – – –
CAM
787
Concorde Asset Management
Michigan
$1.07M +$737K +6,236 +221%
KM
788
Kalos Management
Georgia
$1.07M -$219K -1,839 -17%
CCM
789
Colorado Capital Management
Colorado
$1.06M +$57.5K +487 +6%
FCM
790
Firestone Capital Management
Florida
$1.06M +$828K +7,000 +352%
BAM
791
Belpointe Asset Management
Nevada
$1.06M +$143K +1,207 +16%
SPA
792
Sentinel Pension Advisors
Massachusetts
$1.06M -$322K -2,719 -23%
KFC
793
Klingenstein Fields & Co
New York
$1.05M – – –
EWM
794
Evercore Wealth Management
New York
$1.05M -$47.3K -400 -4%
BBNA
795
Bremer Bank National Association
Minnesota
$1.05M -$5.2K -44 -0.5%
PV
796
Private Vista
Illinois
$1.05M -$2.58M -21,802 -71%
FFBTD
797
First Financial Bank - Trust Division
Ohio
$1.04M +$86K +728 +9%
AAP
798
Arax Advisory Partners
Colorado
$1.03M +$825K +6,974 +394%
Retirement Systems of Alabama
799
Retirement Systems of Alabama
Alabama
$1.03M – – –
EW
800
Element Wealth
Mississippi
$1.03M +$316K +2,670 +44%
30 31
32
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