AGG icon

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 %
RWB
801
RMR Wealth Builders
New Jersey
$1.02M +$1.02M +8,621 New
CIA
802
Choate Investment Advisors
Massachusetts
$1.02M – – –
WAS
803
Wealth Advisory Solutions
Indiana
$1.02M +$1.02M +8,596 New
HWA
804
Heritage Wealth Advisors
Virginia
$1M -$149K -1,264 -13%
RWM
805
RBA Wealth Management
California
$1M +$8.27K +70 +0.8%
CI
806
Cavalier Investments
Georgia
$990K -$19K -161 -2%
MW
807
Marcum Wealth
Ohio
$986K +$20.7K +175 +2%
SAM
808
Summit Asset Management
Tennessee
$970K -$230K -1,944 -19%
BCM
809
Breiter Capital Management
Florida
$965K -$282K -2,385 -23%
CIA
810
Capital Investment Advisors
Georgia
$960K -$50.5K -427 -5%
PWA
811
Physician Wealth Advisors
Utah
$959K -$1.87M -15,633 -66%
PWM
812
PRW Wealth Management
Massachusetts
$958K +$958K +8,100 New
AF
813
Apexium Financial
Texas
$955K -$29.3K -248 -3%
SWP
814
Strategic Wealth Partners
Ohio
$948K -$1.15M -9,762 -55%
GCA
815
Greenwood Capital Associates
South Carolina
$937K +$937K +7,925 New
CC
816
Cadinha & Co
Hawaii
$923K +$442K +3,743 +92%
S
817
SignatureFD
Georgia
$919K +$245K +2,075 +36%
PIA
818
Pinion Investment Advisors
Kansas
$919K +$919K +7,777 New
HR
819
Hayden Royal
North Carolina
$918K -$82.5K -698 -8%
CAM
820
Cozad Asset Management
Illinois
$914K +$914K +7,730 New
HT
821
Heritage Trust
Oklahoma
$910K +$418K +3,534 +85%
AUB
822
Atlantic Union Bankshares
Virginia
$906K -$78.6K -665 -8%
AIA
823
Avalon Investment & Advisory
Texas
$905K +$84.6K +716 +10%
PWM
824
Perigon Wealth Management
California
$884K +$614K +5,195 +228%
Kayne Anderson Rudnick Investment Management
825
Kayne Anderson Rudnick Investment Management
California
$882K +$944 +8 +0.1%
31 32
33
34 35