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 %
AWMG
826
Alliance Wealth Management Group
New Jersey
$873K -$43K -363 -5%
PFP
827
Pinnacle Financial Partners
Tennessee
$861K +$76.9K +650 +10%
PB
828
Pinnacle Bancorp
Nebraska
$850K +$179K +1,512 +27%
IFWM
829
Institute for Wealth Management
Colorado
$845K +$80.4K +680 +11%
CFG
830
Citizens Financial Group
Rhode Island
$843K -$3.31K -28 -0.4%
IC
831
Inscription Capital
Texas
$839K +$839K +7,101 New
SWM
832
Stockman Wealth Management
Montana
$833K -$92.8K -785 -10%
B
833
Bailard
California
$833K -$8.28K -70 -1%
MWM
834
Madison Wealth Management
Ohio
$831K +$302K +2,555 +57%
LWM
835
Lionsbridge Wealth Management
Florida
$830K +$8.87K +75 +1%
CIR
836
Clear Investment Research
Georgia
$822K +$95.6K +809 +13%
VFA
837
Valeo Financial Advisors
Indiana
$819K -$11K -93 -1%
BWAM
838
Boyd Watterson Asset Management
Ohio
$819K -$1.89K -16 -0.2%
AIA
839
Angeles Investment Advisors
California
$816K – – –
RWM
840
RKL Wealth Management
Pennsylvania
$812K -$24K -203 -3%
GA
841
Gateway Advisory
New Jersey
$812K +$202K +1,705 +33%
FSWA
842
Financial Synergies Wealth Advisors
Texas
$810K +$111K +943 +16%
IP
843
Intellectus Partners
California
$810K -$203K -1,713 -20%
JPLA
844
Joseph P. Lucia & Associates
New York
$810K +$328K +2,772 +68%
ANBT
845
American National Bank & Trust
Texas
$809K +$43.8K +370 +6%
APW
846
Aurora Private Wealth
New Jersey
$807K -$1.71M -14,431 -68%
TSS
847
Two Sigma Securities
New York
$803K -$774K -6,550 -49%
QCIG
848
Quad-Cities Investment Group
Iowa
$802K +$284K +2,399 +55%
SCM
849
Stordahl Capital Management
Colorado
$798K -$64.7K -547 -7%
WFA
850
Wellspring Financial Advisors
Ohio
$797K -$11.7K -99 -1%
32 33
34
35 36