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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 %
BC
851
Burney Company
Virginia
$789K -$648K -5,478 -45%
NDSI
852
Newman Dignan & Sheerar Inc
Rhode Island
$785K -$114K -956 -13%
SCA
853
Stillwater Capital Advisors
Pennsylvania
$773K – – –
RWA
854
River Wealth Advisors
Pennsylvania
$773K +$1.3K +11 +0.2%
AIA
855
Arbor Investment Advisors
North Carolina
$772K +$339K +2,869 +78%
SFA
856
Stewardship Financial Advisors
Georgia
$770K +$665K +5,624 +634%
SP
857
Successful Portfolios
Florida
$769K -$25.4K -215 -3%
SMG
858
Spectrum Management Group
Indiana
$769K +$95.1K +805 +14%
AIS
859
American Investment Services
Massachusetts
$767K -$63.8K -540 -8%
PA
860
Procyon Advisors
Connecticut
$757K +$363K +3,070 +92%
GCA
861
Gradient Capital Advisors
California
$749K -$9.22K -78 -1%
SCA
862
Sage Capital Advisors
South Dakota
$744K -$66.7K -564 -8%
KF
863
Krilogy Financial
Missouri
$744K +$308K +2,606 +71%
PA
864
Pinnacle Associates
New York
$742K +$5.56K +47 +0.8%
CMP
865
Courage Miller Partners
Virginia
$737K -$118 -1 -0%
CIC
866
Carnegie Investment Counsel
Ohio
$726K +$40.9K +346 +6%
CF
867
Centaurus Financial
California
$723K +$459K +3,879 +174%
CA
868
Continuum Advisory
Idaho
$721K -$1.11M -9,414 -61%
RIA
869
Realta Investment Advisors
Delaware
$721K +$227K +1,918 +46%
MA
870
MUFG Americas
New York
$718K +$68.6K +23,261 +11%
RFA
871
Reilly Financial Advisors
California
$711K -$133K -1,122 -16%
Calamos Advisors
872
Calamos Advisors
Illinois
$707K +$86K +727 +14%
FAAM
873
First Ascent Asset Management
Colorado
$705K -$1.89M -15,993 -73%
PAS
874
Partnervest Advisory Services
California
$701K -$317K -2,681 -31%
XF
875
XML Financial
Maryland
$700K +$72.8K +616 +12%
33 34
35
36 37