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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 %
CHP
76
Cable Hill Partners
Oregon
$88.8M +$684K +5,785 +0.8%
CS
77
Credit Suisse
Switzerland
$87.5M +$49.5M +418,976 +130%
PPA
78
Parametric Portfolio Associates
Washington
$83.8M +$41.6M +352,034 +99%
BC
79
Brinker Capital
Pennsylvania
$83.6M +$6.85M +57,964 +9%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$83.5M -$7.93M -67,070 -9%
VIM
81
VCU Investment Management
Virginia
$80.6M +$65.3M +552,233 +426%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$79.3M – – –
Victory Capital Management
83
Victory Capital Management
Texas
$77.5M -$2.5M -21,176 -3%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$76.2M +$76M +642,786 +34,991%
Prudential Financial
85
Prudential Financial
New Jersey
$74.8M +$2.97M +25,118 +4%
HighTower Advisors
86
HighTower Advisors
Illinois
$71.9M -$3.71M -31,397 -5%
FMC
87
First Merchants Corp
Indiana
$69.7M -$2.75M -23,225 -4%
EA
88
Evergreen Advisors
Tennessee
$67.2M +$1.16M +9,810 +2%
UR
89
USCA RIA
Texas
$65.1M +$39.9M +337,383 +158%
SFSG
90
Sound Financial Strategies Group
Mississippi
$63.4M +$1.88M +15,888 +3%
MIA
91
MainStreet Investment Advisors
Illinois
$63.2M +$62.5M +528,549 +9,195%
PCIA
92
Prime Capital Investment Advisors
Kansas
$62.9M +$13.9M +117,745 +28%
CWG
93
Cornerstone Wealth Group
North Carolina
$62.9M +$53.1M +448,942 +542%
TCM
94
Twele Capital Management
Minnesota
$61.9M +$5.06M +42,813 +9%
BAAM
95
Baker Avenue Asset Management
California
$61.9M +$887K +7,504 +1%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$61.3M +$9.33M +78,916 +18%
MML Investors Services
97
MML Investors Services
Massachusetts
$61.3M +$15.5M +130,843 +34%
AF
98
Alerus Financial
North Dakota
$61M +$2.7M +22,840 +5%
CCA
99
Conservest Capital Advisors
Pennsylvania
$59.5M +$842K +7,120 +1%
AIP
100
Ameritas Investment Partners
Nebraska
$57.6M -$1.41M -11,929 -2%
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4
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