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 %
SFM
976
Signet Financial Management
New Jersey
$459K +$50.7K +425 +12%
SRC
977
Sage Rhino Capital
California
$455K – – –
NL
978
NVWM LLC
Pennsylvania
$453K +$70.5K +596 +18%
CFA
979
Carroll Financial Associates
North Carolina
$452K -$990K -8,385 -69%
LFS
980
Legacy Financial Strategies
Kansas
$451K +$22K +186 +5%
LC
981
LCNB Corp
Ohio
$449K -$1.77K -15 -0.4%
T
982
TrueFG
Texas
$447K +$5.56K +47 +1%
BWP
983
BSW Wealth Partners
Colorado
$445K – – –
PMFA
984
Plante Moran Financial Advisors
Michigan
$445K +$104K +880 +30%
LWM
985
Lenox Wealth Management
Ohio
$444K -$36K -305 -8%
CC
986
Courier Capital
New York
$440K +$5.91K +50 +1%
RFM
987
Royal Fund Management
Florida
$440K +$282K +2,393 +179%
HR
988
Howe & Rusling
New York
$439K -$5.32K -45 -1%
Bank Julius Baer & Co
989
Bank Julius Baer & Co
Switzerland
$432K -$26.2K -222 -6%
WAM
990
Wealthspire Advisors (Maryland)
Maryland
$432K +$142K +1,199 +49%
CWM
991
Cranbrook Wealth Management
Michigan
$431K -$14.1K -119 -3%
MCG
992
McCollum Christoferson Group
New York
$431K +$20.1K +170 +5%
TCWM
993
Total Clarity Wealth Management
Illinois
$429K +$87.2K +737 +26%
CAM
994
Cubic Asset Management
Massachusetts
$428K – – –
HWM
995
Howard Wealth Management
Connecticut
$427K +$427K +3,618 New
ADL
996
Asset Dedication LLC
California
$426K +$375K +3,179 +739%
BOS
997
Bingham Osborn & Scarborough
California
$425K -$184K -1,553 -30%
RCM
998
Rain Capital Management
Oregon
$425K +$31.3K +265 +8%
EWM
999
Empirical Wealth Management
Washington
$424K -$509K -4,301 -55%
LNB
1000
Ledyard National Bank
$424K -$4.72K -40 -1%
38 39
40
41 42