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 %
WWM
876
Windsor Wealth Management
Indiana
$689K +$26.3K +223 +4%
SCG
877
Sonata Capital Group
Washington
$688K – – –
FCA
878
FinTrust Capital Advisors
South Carolina
$686K -$142K -1,203 -17%
GCM
879
Gibraltar Capital Management
Oklahoma
$685K +$4.02K +34 +0.6%
JWCA
880
J.W. Coons Advisors
Ohio
$681K +$10.4K +88 +2%
AIM
881
Arcadia Investment Management
Michigan
$680K – – –
CAM
882
Cidel Asset Management
Ontario, Canada
$680K +$41.3K +350 +6%
BOTW
883
Bank of the West
California
$675K -$50.8K -430 -7%
BFIC
884
Bedell Frazier Investment Counselling
California
$672K +$672K +5,685 New
5L
885
55I LLC
Massachusetts
$664K -$690K -5,832 -51%
GEA
886
Glen Eagle Advisors
New Jersey
$656K +$107K +906 +20%
JGUA
887
John G. Ullman & Associates
New York
$654K -$968K -8,185 -60%
GPC
888
Garrison Point Capital
California
$653K +$653K +5,520 New
PAM
889
Palisade Asset Management
Minnesota
$651K – – –
TNB
890
Thomasville National Bank
Georgia
$649K +$31.1K +263 +5%
CRC
891
Curi RMB Capital
Illinois
$647K +$647K +5,470 New
MCP
892
Mirador Capital Partners
California
$646K +$646K +5,468 New
DAM
893
Delta Asset Management
Tennessee
$642K -$29.7K -251 -4%
WPC
894
White Pine Capital
Minnesota
$642K +$84.8K +717 +15%
CPIG
895
Chicago Partners Investment Group
Illinois
$636K +$376K +3,156 +145%
SAMC
896
Spectrum Asset Management (Connecticut)
Connecticut
$635K -$3.11M -26,302 -83%
ECM
897
Evergreen Capital Management
Washington
$630K +$288K +2,442 +84%
TFS
898
Thoroughbred Financial Services
Tennessee
$619K +$619K +5,238 New
SF
899
Symphony Financial
Texas
$618K +$618K +5,228 New
AFIA
900
America First Investment Advisors
Nebraska
$616K – – –
34 35
36
37 38