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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 %
WI
1076
Wedgewood Investors
Pennsylvania
$310K – – –
IIC
1077
Ironwood Investment Counsel
Arizona
$310K +$310K +2,625 New
DWT
1078
Dorsey & Whitney Trust
South Dakota
$309K -$13.4K -113 -4%
GCA
1079
Guardian Capital Advisors
Ontario, Canada
$307K -$56K -644 -15%
OBWP
1080
O'Brien Wealth Partners
Massachusetts
$306K +$306K +2,578 New
WPC
1081
Waters Parkerson & Co
Louisiana
$302K – – –
V
1082
Veritable
Delaware
$302K – – –
MI
1083
Moneywise Inc
Virginia
$301K -$46.9K -397 -13%
GL
1084
Graypoint LLC
New York
$301K – – –
WAM
1085
Weatherly Asset Management
California
$298K – – –
CCA
1086
Checchi Capital Advisers
California
$297K +$17.4K +147 +6%
LRIA
1087
Leonard Rickey Investment Advisors
Washington
$296K -$48.2K -408 -14%
NPT
1088
Nixon Peabody Trust
Massachusetts
$296K – – –
CPSC
1089
Carl P. Sherr & Co
Massachusetts
$296K – – –
FAM
1090
Flaharty Asset Management
Florida
$295K +$295K +2,497 New
LFG
1091
LifePlan Financial Group
Ohio
$293K – – –
AWM
1092
Avondale Wealth Management
Texas
$293K – – –
CSM
1093
CAMG Solamere Management
North Carolina
$291K +$46.1K +390 +19%
TPA
1094
Trivium Point Advisory
Connecticut
$289K +$289K +2,447 New
BL
1095
BCWM LLC
Kansas
$288K +$288K +2,436 New
GIM
1096
Greenwich Investment Management
Connecticut
$287K -$104K -875 -27%
WPW
1097
Waldron Private Wealth
Pennsylvania
$287K -$45.4K -384 -14%
WDL
1098
Well Done LLC
Michigan
$283K -$236 -2 -0.1%
DY
1099
Dowling & Yahnke
California
$283K +$6.26K +53 +2%
APW
1100
Acima Private Wealth
Virginia
$278K +$119K +1,002 +74%
42 43
44
45 46