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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
1026
Fusion Capital
South Carolina
$255K -$168K -1,453 -40%
CPIG
1027
Chicago Partners Investment Group
Illinois
$255K +$468 +4 +0.2%
RMDI
1028
R.M. Davis Inc
Maine
$252K – – –
QPWM
1029
Quadrant Private Wealth Management
Pennsylvania
$251K +$251K +2,178 New
MMA
1030
Miracle Mile Advisors
California
$247K +$11.6K +100 +5%
SXL
1031
Summit X LLC
Missouri
$245K +$2.66K +23 +1%
WAG
1032
Winthrop Advisory Group
Massachusetts
$244K -$4.85K -42 -2%
IA
1033
Independence Advisors
Pennsylvania
$244K +$223K +1,937 +1,070%
W
1034
WealthOne
New York
$241K +$241K +2,086 New
BHBT
1035
Burke & Herbert Bank & Trust
Virginia
$240K – – –
NB
1036
NBT Bank
New York
$239K -$11K -95 -4%
CSM
1037
CAMG Solamere Management
North Carolina
$239K – – –
TTWM
1038
TCV Trust & Wealth Management
Virginia
$238K – – –
WCG
1039
Wall Capital Group
Arizona
$237K -$78.8K -684 -25%
TWM
1040
Titus Wealth Management
California
$237K +$237K +2,050 New
AFC
1041
AFT Forsyth & Company
Florida
$237K – – –
LA
1042
LVW Advisors
New York
$236K -$31.7M -274,978 -99%
VFM
1043
Vivid Financial Management
California
$236K -$296K -2,566 -56%
AFS
1044
Axiom Financial Strategies
Indiana
$234K +$234K +2,031 New
NS
1045
NewDay Solutions
New Hampshire
$233K -$392K -3,358 -63%
LS
1046
Leelyn Smith
Illinois
$233K +$81.9K +710 +54%
RSS
1047
Rosenblum Silverman Sutton
California
$233K +$233K +2,020 New
FCM
1048
Firestone Capital Management
Florida
$230K -$60.4K -523 -21%
AFG
1049
Affinia Financial Group
Massachusetts
$229K +$229K +1,988 New
MSWMA
1050
Market Street Wealth Management Advisors
Indiana
$228K +$228K +1,978 New
40 41
42
43 44