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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 %
TNB
926
TCF National Bank
South Dakota
$562K -$245K -2,198 -30%
BFA
927
Bluestem Financial Advisors
Illinois
$560K +$51.3K +434 +10%
MPCG
928
Matrix Private Capital Group
New York
$550K – – –
SIS
929
Sound Income Strategies
Florida
$549K -$14.5K -123 -3%
AIM
930
Axiom Investment Management
New York
$548K -$47.3K -401 -8%
Wolverine Trading
931
Wolverine Trading
Illinois
$539K -$2.01M -16,979 -79%
GC
932
Grace Capital
Massachusetts
$539K +$81.4K +688 +18%
LJAC
933
L.J. Altfest & Co
New York
$536K -$31.5K -267 -6%
TFS
934
TrustCore Financial Services
Tennessee
$534K +$477K +4,037 +839%
SWA
935
Stratos Wealth Advisors
Ohio
$533K +$453K +3,839 +570%
CWM
936
Confluence Wealth Management
Oregon
$532K -$193K -1,634 -27%
CTC
937
Central Trust Company
Missouri
$531K +$155K +1,309 +41%
TFGT
938
TS Financial Group (TSFG)
Illinois
$530K -$210K -1,776 -28%
WU
939
Wealthsimple US
New York
$530K +$530K +4,487 New
Brown Advisory
940
Brown Advisory
Maryland
$528K +$1.42K +12 +0.3%
TF
941
TimeScale Financial
Massachusetts
$527K -$2.01K -17 -0.4%
CWM
942
Connecticut Wealth Management
Connecticut
$525K -$87.6K -742 -14%
GT
943
Glenview Trust
Kentucky
$525K +$143K +1,207 +37%
SLWS
944
Swaine & Leidel Wealth Services
Florida
$524K -$6.5K -55 -1%
F
945
Filament
Washington
$516K – – –
AFA
946
Atlanta Financial Associates
Georgia
$516K +$516K +4,364 New
ACM
947
Advisors Capital Management
New Jersey
$514K -$1.68M -14,207 -77%
BPB
948
Badgley, Phelps & Bell
Washington
$513K +$592 +5 +0.1%
KCM
949
Kanawha Capital Management
Virginia
$510K – – –
BCI
950
Brinker Capital Investments
Pennsylvania
$509K -$1.33M -11,266 -72%
36 37
38
39 40