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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 %
IFG
1051
Investors Financial Group
Minnesota
$348K +$348K +2,947 New
NAM
1052
NTV Asset Management
West Virginia
$343K – – –
FFG
1053
Fullen Financial Group
Ohio
$341K +$341K +2,882 New
LWA
1054
Lenox Wealth Advisors
New York
$340K -$3.9K -33 -1%
CIAS
1055
CBIZ Investment Advisory Services
Ohio
$338K -$330K – –
EFS
1056
Essex Financial Services
Connecticut
$334K -$759K -6,414 -69%
UBG
1057
United Bank (Georgia)
Georgia
$334K -$8.97K -76 -3%
ClearBridge Investments
1058
ClearBridge Investments
New York
$334K -$6.74K -57 -2%
CDIA
1059
Capital Directions Investment Advisors
Georgia
$331K -$35.5K -300 -10%
JCM
1060
Janney Capital Management
Pennsylvania
$330K -$6.39K -54 -2%
DSA
1061
Droms Strauss Advisors
Missouri
$330K +$330K +2,789 New
CCM
1062
Crabel Capital Management
California
$330K +$330K +2,793 New
SEI Investments
1063
SEI Investments
Pennsylvania
$327K -$47.2K -399 -13%
BAS
1064
Brown Advisory Securities
Maryland
$327K +$29.5K +249 +10%
IAA
1065
Independent Advisor Alliance
North Carolina
$324K +$12K +100 +4%
HWA
1066
HCR Wealth Advisors
California
$323K +$2.36K +20 +0.7%
NSIM
1067
North Star Investment Management
Illinois
$322K +$14.5K +123 +5%
RG
1068
Rathbones Group
United Kingdom
$320K -$88.6K -750 -22%
SBIA
1069
Sheaff Brock Investment Advisors
Indiana
$319K – – –
IWA
1070
Independence Wealth Advisors
Virginia
$318K -$8.22M -69,470 -96%
BFG
1071
Beacon Financial Group
Texas
$317K -$17.4K -147 -5%
TGAM
1072
TBH Global Asset Management
Tennessee
$313K -$2.01K -17 -0.6%
CFD
1073
Creative Financial Designs
Indiana
$313K +$103K +872 +49%
RI
1074
Ridgewood Investments
New Jersey
$312K -$25.6K -217 -8%
HCA
1075
Harbour Capital Advisors
Virginia
$310K -$11.6K -98 -4%
41 42
43
44 45