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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 %
FNBOSM
1026
First National Bank of South Miami
Florida
$384K -$753K -6,369 -66%
AWA
1027
ARS Wealth Advisors
Florida
$384K -$8.62K -73 -2%
FWIA
1028
Fort Washington Investment Advisors
Ohio
$383K +$383K +3,244 New
MFT
1029
Moisand Fitzgerald Tamayo
Florida
$382K – – –
NCM
1030
Noesis Capital Mangement
Florida
$379K +$473 +4 +0.1%
HTC
1031
Haverford Trust Company
Pennsylvania
$378K – – –
MGI
1032
MayTech Global Investments
New York
$378K – – –
TCOV
1033
Trust Company of Vermont
Vermont
$372K -$94.2K -796 -20%
CA
1034
Claro Advisors
Massachusetts
$370K -$21.1K -178 -5%
CCM
1035
Coldstream Capital Management
Washington
$366K -$88.1K -744 -19%
Neuberger Berman Group
1036
Neuberger Berman Group
New York
$366K +$3.79K +32 +1%
DFG
1037
Demars Financial Group
Washington
$366K +$134K +1,134 +58%
DCM
1038
Dimension Capital Management
Florida
$365K +$943 +8 +0.3%
BWL
1039
Bogart Wealth LLC
Virginia
$363K – – –
AF
1040
Aldebaran Financial
$359K – – –
BS
1041
Boenning & Scattergood
Pennsylvania
$358K +$358K +3,028 New
IFO
1042
Independent Family Office
New York
$356K +$3.32K +28 +0.9%
WOSD
1043
WFA of San Diego
California
$356K +$356K +3,008 New
TCM
1044
Telos Capital Management
California
$355K +$355K +3,004 New
PBF
1045
Petix & Botte Financial
California
$353K +$164K +2,767 +87%
MWM
1046
Meridian Wealth Management
Kentucky
$351K +$37.7K +320 +12%
AFM
1047
Andesa Financial Management
Pennsylvania
$349K +$28.3K +239 +9%
ONB
1048
Old National Bancorp
Indiana
$348K – – –
BMCM
1049
Bryn Mawr Capital Management
Pennsylvania
$348K – – –
SFG
1050
Sowa Financial Group
Rhode Island
$348K +$204K +1,730 +142%
40 41
42
43 44