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 %
LNWWM
1001
Laird Norton Wetherby Wealth Management
California
$424K +$9.94K +84 +2%
PWM
1002
Paulson Wealth Management
Illinois
$423K -$6.5K -55 -2%
CFS
1003
CRA Financial Services
New Jersey
$422K -$29.5K -249 -7%
WF
1004
Welch & Forbes
Massachusetts
$421K – – –
NGA
1005
Naples Global Advisors
Florida
$420K +$103K +871 +32%
FAM
1006
Formidable Asset Management
Ohio
$420K +$420K +3,550 New
NFG
1007
Nations Financial Group
Iowa
$416K +$35.1K +297 +9%
RWA
1008
Ropes Wealth Advisors
Massachusetts
$415K +$394K +3,332 +1,904%
CFO
1009
CVA Family Office
Colorado
$413K -$4.85K -41 -1%
CBN
1010
Cadence Bank NA
Texas
$408K – – –
PCM
1011
Pennsylvania Capital Management
Pennsylvania
$408K +$408K +3,452 New
PP
1012
Professional Planning
California
$408K +$408K +3,452 New
BRM
1013
Boston Research & Management
Massachusetts
$405K +$708 +6 +0.2%
GTAM
1014
Global Trust Asset Management
Florida
$405K +$335K +2,833 +475%
KIM
1015
Karpus Investment Management
New York
$405K +$405K +3,425 New
VCS
1016
Vaughan & Co Securities
New Jersey
$404K -$49.9K -422 -11%
BA
1017
Bristlecone Advisors
Washington
$403K +$403K +3,408 New
MWM
1018
MorganRosel Wealth Management
Colorado
$400K +$400K +3,388 New
SCM
1019
Spreng Capital Management
Ohio
$395K – – –
PHS
1020
Pekin Hardy Strauss
Illinois
$395K +$86.3K +730 +28%
WIA
1021
Wealthstreet Investment Advisors
Texas
$393K – – –
BPCE
1022
Bank Pictet & Cie (Europe)
Germany
$392K – – –
FSG
1023
Financial Strategies Group
Michigan
$392K +$392K +3,314 New
PFBT
1024
Parkside Financial Bank & Trust
Missouri
$390K +$339K +2,870 +671%
FWM
1025
Focused Wealth Management
New York
$386K – – –
39 40
41
42 43