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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 %
SWPG
1101
Strategic Wealth Partners Group
Illinois
$276K -$810K -6,865 -75%
AMIM
1102
Aull & Monroe Investment Management
Alabama
$276K +$276K +2,333 New
SHWM
1103
Silicon Hills Wealth Management
Texas
$275K -$23.7K -201 -8%
ODCM
1104
Old Dominion Capital Management
Virginia
$274K – – –
DP
1105
Dearborn Partners
Illinois
$274K – – –
CQS
1106
Credential Qtrade Securities
$273K – – –
CPA
1107
Clear Perspective Advisors
Illinois
$273K – – –
TF
1108
Trek Financial
Arizona
$273K +$273K +2,311 New
QPWM
1109
Quadrant Private Wealth Management
Pennsylvania
$272K +$14.8K +125 +6%
BONST
1110
Bank of Nova Scotia Trust
Ontario, Canada
$272K +$272K +2,300 New
BWM
1111
Brickley Wealth Management
California
$267K -$23.5K -199 -8%
MCM
1112
Mengis Capital Management
Oregon
$266K +$47.5K +403 +22%
AWM
1113
Atticus Wealth Management
Florida
$265K -$3.25M -27,448 -92%
MAS
1114
Managed Account Services
Florida
$265K +$265K +2,224 New
TC
1115
TownSquare Capital
Utah
$264K -$220K -1,854 -45%
THWM
1116
Taylor Hoffman Wealth Management
Virginia
$263K – – –
CCMG
1117
Clark Capital Management Group
Pennsylvania
$260K -$2.25K -19 -0.9%
SXL
1118
Summit X LLC
Missouri
$259K +$7.93K +67 +3%
SFC
1119
SYM Financial Corp
Indiana
$259K +$39.3K +332 +18%
SMG
1120
Smart Money Group
Texas
$259K +$259K +2,194 New
C
1121
Certuity
Florida
$258K +$258K +2,185 New
BWFA
1122
Baltimore-Washington Financial Advisors
Maryland
$258K +$258K +2,187 New
MMA
1123
Miracle Mile Advisors
California
$256K +$3.78K +32 +1%
VFM
1124
Vivid Financial Management
California
$254K +$12.2K +103 +5%
WAG
1125
Winthrop Advisory Group
Massachusetts
$251K +$1.42K +12 +0.6%
43 44
45
46 47