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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 %
SFS
901
Summit Financial Strategies
Ohio
$615K -$8.87K -75 -1%
TNBTD
902
Trustmark National Bank Trust Department
Mississippi
$613K +$44.2K +374 +8%
DFA
903
Delta Financial Advisors
Louisiana
$612K -$5.32K -45 -0.9%
QC
904
QCM Cayman
Texas
$611K +$611K +5,171 New
GG
905
GenWealth Group
New Jersey
$610K -$42.7K -362 -7%
CBFP
906
Cedar Brook Financial Partners
Ohio
$602K +$602K +5,095 New
JF
907
JSF Financial
California
$599K -$8.39K -71 -1%
RPSA
908
Richard P. Slaughter Associates
Texas
$599K +$599K +5,068 New
FC
909
Ferris Capital
Massachusetts
$598K +$43.2K +365 +8%
PWMG
910
Prestige Wealth Management Group
New Jersey
$597K -$58.6K -496 -9%
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$596K -$961K -8,122 -62%
SF
912
Summit Financial
New Jersey
$594K -$117K -986 -16%
JSA
913
Jacobson & Schmitt Advisors
Wisconsin
$594K -$125K -1,057 -17%
CAM
914
Claret Asset Management
Quebec, Canada
$591K -$47.3K -400 -7%
GCM
915
Gables Capital Management
Florida
$591K – – –
WIA
916
World Investment Advisors
California
$590K +$70.8K +596 +14%
BCA
917
Bay Colony Advisors
Massachusetts
$585K +$122K +1,030 +26%
CIP
918
Chartwell Investment Partners
Pennsylvania
$579K +$579K +4,901 New
FIM
919
Fernwood Investment Management
Massachusetts
$578K +$81.3K +688 +16%
BCM
920
Brookmont Capital Management
Texas
$577K +$118 +1 +0%
CWM
921
Cornerstone Wealth Management
Missouri
$575K +$159K +1,348 +38%
FNT
922
First National Trust
Pennsylvania
$574K -$37.2K -315 -6%
BSW
923
Buckingham Strategic Wealth
Missouri
$573K -$355K -3,002 -38%
AIP
924
Almanack Investment Partners
Pennsylvania
$573K +$37.5K +317 +7%
SFG
925
StrategIQ Financial Group
Indiana
$564K -$36.8K -311 -6%
35 36
37
38 39