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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 %
FIM
876
Fernwood Investment Management
Massachusetts
$485K +$34.6K +300 +8%
SBSB
877
Sullivan, Bruyette, Speros & Blaney
Virginia
$484K -$569K -4,932 -54%
RIA
878
Realta Investment Advisors
Delaware
$482K -$234K -2,033 -33%
HT
879
Heritage Trust
Oklahoma
$480K +$480K +4,161 New
TC
880
TownSquare Capital
Utah
$477K -$667K -5,710 -58%
GAB
881
German American Bancorp
Indiana
$477K – – –
PNAA
882
Pictet North America Advisors
Switzerland
$473K – – –
SCM
883
Stellar Capital Management
Arizona
$473K +$9.24K +80 +2%
EAM
884
Evanson Asset Management
California
$472K +$23.9K +207 +5%
SRC
885
Shufro Rose & Co
New York
$471K – – –
JPLA
886
Joseph P. Lucia & Associates
New York
$471K +$84.4K +731 +22%
CC
887
Cadinha & Co
Hawaii
$469K -$1.97M -17,124 -81%
LWM
888
Lenox Wealth Management
Ohio
$468K +$25.8K +224 +6%
MOS
889
MGO One Seven
Ohio
$465K -$183K -1,585 -28%
TC
890
Trust Company
Kansas
$464K – – –
LHC
891
Little House Capital
Massachusetts
$461K -$13.7K -119 -3%
TCOV
892
Trust Company of Vermont
Vermont
$455K -$98.7K -855 -18%
BII
893
Bainco International Investors
Massachusetts
$454K +$454K +3,936 New
CA
894
Clearstead Advisors
Ohio
$453K +$453K +3,924 New
BCA
895
Bay Colony Advisors
Massachusetts
$452K +$20.5K +178 +5%
GC
896
Grace Capital
Massachusetts
$446K – – –
SRC
897
Sage Rhino Capital
California
$444K – – –
CCM
898
Coldstream Capital Management
Washington
$443K -$295K -2,551 -40%
VCS
899
Vaughan & Co Securities
New Jersey
$443K -$361K -3,130 -45%
CFS
900
CRA Financial Services
New Jersey
$440K -$31.7K -275 -7%
34 35
36
37 38