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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 %
TFA
1101
Toth Financial Advisory
Virginia
$120K -$11.8K -102 -9%
FA
1102
Forefront Analytics
Pennsylvania
$109K -$9.69K -84 -8%
GFPC
1103
Global Financial Private Client
Florida
$103K -$48.1K -419 -32%
SFA
1104
Stewardship Financial Advisors
Georgia
$102K -$7.02M -61,020 -99%
GI
1105
Gradient Investments
Minnesota
$102K -$36.3K -313 -26%
VRM
1106
Vectors Research Management
New York
$93K – – –
CCM
1107
Covington Capital Management
California
$92K – – –
PAI
1108
Pittenger & Anderson Inc
Nebraska
$90K +$24.3K +211 +37%
SSB
1109
Sandy Spring Bank
Maryland
$84K +$16K +138 +24%
LWCFA
1110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K +$84K +784 New
AWA
1111
Artemis Wealth Advisors
New York
$83.1K – – –
CIAS
1112
Capital Investment Advisory Services
North Carolina
$82K -$114K -986 -58%
SC
1113
Stralem & Co
New York
$82K +$82K +715 New
SL
1114
Salomon & Ludwin
Virginia
$79K – – –
SWA
1115
Stratos Wealth Advisors
Ohio
$78K +$78K +674 New
BWA
1116
Burt Wealth Advisors
Maryland
$73K – – –
TFA
1117
Transamerica Financial Advisors
Florida
$72K -$12.3K -106 -15%
KFI
1118
Key Financial Inc
Pennsylvania
$72K +$72K +626 New
FCH
1119
Freestone Capital Holdings
Washington
$69.4K +$4.84K +41,942 +7%
HIIFS
1120
Harel Insurance Investments & Financial Services
Israel
$69K – – –
GTAM
1121
Global Trust Asset Management
Florida
$69K +$47.6K +411 +222%
WAM
1122
Wolverine Asset Management
Illinois
$69K +$69K +606 New
CCM
1123
Cox Capital Management
Massachusetts
$67K +$67K +600 New
AWA
1124
Arkadios Wealth Advisors
Georgia
$64K +$64K +555 New
CG
1125
Cutler Group
California
$64K -$13.7K -120 -18%
43 44
45
46 47