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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 %
PA
801
Pinnacle Associates
New York
$718K -$40.4K -350 -5%
BOTW
802
Bank of the West
California
$709K -$636K -5,511 -47%
CIR
803
Clear Investment Research
Georgia
$709K +$231 +2 +0%
CWM
804
Confluence Wealth Management
Oregon
$708K -$109K -944 -13%
AWA
805
Arete Wealth Advisors
Illinois
$702K -$185K -1,606 -21%
JSA
806
Jacobson & Schmitt Advisors
Wisconsin
$701K -$402K -3,488 -36%
SF
807
Summit Financial
New Jersey
$694K +$353K +3,059 +103%
EW
808
Element Wealth
Mississippi
$693K -$4.52M -39,204 -87%
FSWA
809
Financial Synergies Wealth Advisors
Texas
$682K +$682K +5,910 New
BCP
810
Blue Chip Partners
Michigan
$673K +$450K +3,894 +201%
SCG
811
Sonata Capital Group
Washington
$672K – – –
CCFM
812
Clear Creek Financial Management
Washington
$671K +$394K +3,364 +142%
FF
813
Friedenthal Financial
New Jersey
$670K -$209K -1,808 -24%
CIC
814
Carnegie Investment Counsel
Ohio
$669K +$101K +877 +18%
KCM
815
Karp Capital Management
California
$666K +$10.4K +90 +2%
GCM
816
Gibraltar Capital Management
Oklahoma
$665K -$541K -4,685 -45%
MIA
817
MainStreet Investment Advisors
Illinois
$663K +$141K +1,222 +27%
AIM
818
Arcadia Investment Management
Michigan
$663K +$640K +5,550 +2,775%
S
819
SignatureFD
Georgia
$658K +$223K +1,929 +51%
SMG
820
Spectrum Management Group
Indiana
$658K +$658K +5,702 New
PB
821
Pinnacle Bancorp
Nebraska
$655K -$82.2K -712 -11%
DAM
822
Delta Asset Management
Tennessee
$655K – – –
JWCA
823
J.W. Coons Advisors
Ohio
$654K +$654K +5,666 New
PCG
824
Private Capital Group
Connecticut
$649K +$15.6K +135 +2%
WWM
825
Windsor Wealth Management
Indiana
$647K +$194K +1,683 +43%
31 32
33
34 35