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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 %
GSWM
1151
Golden State Wealth Management
California
$218K -$32.1M -272,469 -99%
HPC
1152
Hobart Private Capital
North Carolina
$218K +$218K +1,842 New
BCM
1153
Brasada Capital Management
Texas
$217K -$208K -1,762 -49%
TAM
1154
Townsend Asset Management
North Carolina
$217K +$50.4K +426 +30%
PFO
1155
Pathstone Family Office
New Jersey
$217K +$75K +639 +53%
CGFA
1156
Colton Groome Financial Advisors
North Carolina
$215K +$8.17K +69 +4%
SWA
1157
SFMG Wealth Advisors
Texas
$215K +$215K +1,818 New
FANJ
1158
Financial Architects (New Jersey)
New Jersey
$213K – – –
CC
1159
Copperleaf Capital
North Carolina
$213K – – –
SB
1160
Simmons Bank
Arkansas
$210K -$22.5K -190 -10%
RWM
1161
Reston Wealth Management
Virginia
$209K +$947 +8 +0.5%
SCM
1162
Silvant Capital Management
Georgia
$207K – – –
BO
1163
Bank OZK
Arkansas
$205K +$205K +1,730 New
ATPW
1164
Ashton Thomas Private Wealth
Arizona
$204K -$122K -1,036 -38%
APCM
1165
Alaska Permanent Capital Management
Alaska
$203K +$203K +1,715 New
BAM
1166
Beaumont Asset Management
Texas
$203K +$203K +1,723 New
FPGK
1167
Financial Partners Group (Kansas)
Kansas
$201K +$201K +1,701 New
CHC
1168
City Holding Co
West Virginia
$200K -$1.18K -10 -0.6%
SFSG
1169
Stearns Financial Services Group
North Carolina
$183K -$82.2K -694 -31%
CG
1170
Cutler Group
California
$183K +$117K +990 +176%
HFA
1171
Hoover Financial Advisors
Pennsylvania
$179K +$179K +1,516 New
WAMC
1172
Western Asset Management Company
California
$178K +$178K +1,500 New
1IA
1173
1834 Investment Advisors
Wisconsin
$169K -$1.78K -15 -1%
CIAS
1174
Capital Investment Advisory Services
North Carolina
$164K +$79.9K +676 +95%
SFPG
1175
Stonebridge Financial Planning Group
Florida
$161K -$11.9K -100 -7%
45 46
47
48 49