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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 %
IA
1126
Independence Advisors
Pennsylvania
$250K – – –
IWAG
1127
Integer Wealth Advisors Group
Georgia
$248K +$248K +2,092 New
BHBT
1128
Burke & Herbert Bank & Trust
Virginia
$246K – – –
DSC
1129
Duncker Streett & Co
Missouri
$246K +$105K +890 +75%
FC
1130
Fusion Capital
South Carolina
$245K -$16.3K -138 -6%
TWM
1131
Titus Wealth Management
California
$245K +$2.6K +22 +1%
TTWM
1132
TCV Trust & Wealth Management
Virginia
$244K – – –
LS
1133
Leelyn Smith
Illinois
$236K -$2.84K -24 -1%
AFG
1134
Affinia Financial Group
Massachusetts
$235K – – –
AFC
1135
AFT Forsyth & Company
Florida
$234K -$8.27K -70 -3%
MSWMA
1136
Market Street Wealth Management Advisors
Indiana
$234K – – –
CASB
1137
Cape Ann Savings Bank
Massachusetts
$233K +$233K +1,970 New
KOMWMG
1138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K +$233K +1,973 New
BW
1139
Bison Wealth
Georgia
$232K – – –
OC
1140
Oakworth Capital
Alabama
$232K +$5.31K +45 +2%
ISB
1141
Iowa State Bank
Iowa
$231K +$231K +1,957 New
NB
1142
NBT Bank
New York
$229K -$15.3K -130 -6%
ECA
1143
Elevated Capital Advisors
Utah
$227K +$227K +1,916 New
LA
1144
LVW Advisors
New York
$224K -$18.1K -153 -7%
FPCM
1145
Financial Partners Capital Management
New York
$224K – – –
CT
1146
Columbia Trust
Oregon
$224K +$224K +1,895 New
ARG
1147
Advisory Resource Group
Oklahoma
$222K -$1.3K -11 -0.6%
AWA
1148
Acorn Wealth Advisors
Michigan
$221K +$221K +1,874 New
BJ
1149
Brouwer & Janachowski
California
$220K -$5.08K -43 -2%
AFA
1150
American Financial Advisors
Georgia
$220K +$358 +3 +0.2%
44 45
46
47 48