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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 %
CCA
1176
Column Capital Advisors
Indiana
$157K -$14K -119 -8%
EWM
1177
Elmwood Wealth Management
California
$154K +$138K +1,168 +892%
GFPC
1178
Global Financial Private Client
Florida
$149K +$42.7K +362 +40%
WIM
1179
Westside Investment Management
California
$147K +$2.3K +693 +2%
LWM
1180
Liberty Wealth Management
California
$145K +$236 +2 +0.2%
SIC
1181
Salem Investment Counselors
North Carolina
$143K – – –
BCA
1182
Bray Capital Advisors
Florida
$142K – – –
WC
1183
Westwind Capital
New Mexico
$139K -$355 -3 -0.3%
JAM
1184
JCIC Asset Management
Ontario, Canada
$139K – – –
HS
1185
Horan Securities
United States
$136K -$50.5K -428 -27%
JCM
1186
Jacobi Capital Management
Pennsylvania
$135K +$122K +10,828 +947%
BFM
1187
Boston Financial Management
Massachusetts
$126K -$11.8K -100 -9%
TFA
1188
Toth Financial Advisory
Virginia
$123K -$237 -2 -0.2%
LWA
1189
Lowe Wealth Advisors
Maryland
$123K +$105K +887 +572%
SFSIG
1190
San Francisco Sentry Investment Group
California
$119K +$65.7K +555 +123%
PG
1191
Proffitt & Goodson
Tennessee
$117K -$9.66K -82 -8%
SIM
1192
Sonora Investment Management
Arizona
$113K +$97.4K +827 +627%
GWS
1193
Glassman Wealth Services
Virginia
$109K -$204K -1,720 -65%
IA
1194
IndexIQ Advisors
New York
$104K -$792K -6,706 -88%
BBA
1195
Braun-Bostich & Associates
Pennsylvania
$96K +$87.9K +745 +1,080%
RIM
1196
Rockbridge Investment Management
New York
$96K +$96K +815 New
CCM
1197
Covington Capital Management
California
$95K – – –
VRM
1198
Vectors Research Management
New York
$95K – – –
PAI
1199
Pittenger & Anderson Inc
Nebraska
$92K – – –
BFO
1200
Biltmore Family Office
North Carolina
$92K +$69.2K +584 +304%
46 47
48
49 50