AGG icon

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 %
RG
1201
Retirement Group
California
$92K +$92K +781 New
CB
1202
Community Bank
New York
$91K +$79.2K +671 +671%
AWA
1203
Artemis Wealth Advisors
New York
$85.1K – – –
SC
1204
Stralem & Co
New York
$85K – – –
SSB
1205
Sandy Spring Bank
Maryland
$85K – – –
APC
1206
Aspire Private Capital
North Carolina
$80K +$80K +678 New
WEC
1207
Winslow Evans & Crocker
Massachusetts
$79K +$25.9K +219 +49%
LFASL
1208
Lugano Financial Advisors SA (LFA)
Switzerland
$78K +$78K +663 New
ACA
1209
Atlas Capital Advisors
Wyoming
$76.2K +$76.2K +645 New
AWA
1210
Arkadios Wealth Advisors
Georgia
$75.8K +$9.86K +83 +15%
GI
1211
Gradient Investments
Minnesota
$74K -$30.7K -258 -29%
BWA
1212
Burt Wealth Advisors
Maryland
$74K – – –
FCH
1213
Freestone Capital Holdings
Washington
$72.2K +$1.07K +9,040 +2%
HIIFS
1214
Harel Insurance Investments & Financial Services
Israel
$71K – – –
IBOK
1215
Independence Bank of Kentucky
Kentucky
$71K +$71K +600 New
FPB
1216
First PREMIER Bank
South Dakota
$67K +$31.4K +265 +88%
AIL
1217
AGF Investments LLC
Ontario, Canada
$63K – – –
CL
1218
Cabana LLC
Arkansas
$61K +$61K +519 New
BAM
1219
Barrett Asset Management
New York
$59K – – –
DOA
1220
D'Orazio & Associates
Virginia
$57K +$18.1K +153 +47%
HPC
1221
HM Payson & Co
Maine
$55K – – –
SFA
1222
Semmax Financial Advisors
North Carolina
$55K – – –
FA
1223
Faithward Advisors
Pennsylvania
$50K – – –
AAMA
1224
Advanced Asset Management Advisors
Ohio
$48K – – –
FDCDDQ
1225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.3K +$23.6K +200 +100%
47 48
49
50 51