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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 %
AF
101
Allworth Financial
California
$56.2M -$39.9M -337,615 -42%
ZIM
102
Zacks Investment Management
Illinois
$54.8M -$19.8M -167,157 -27%
MSA
103
Mason Street Advisors
Wisconsin
$54.7M +$12.6M +106,230 +30%
FBFS
104
First Business Financial Services
Wisconsin
$53.9M +$8.17M +69,143 +18%
BHWM
105
Bar Harbor Wealth Management
New Hampshire
$53.7M +$7.09M +59,989 +15%
SCP
106
Stamos Capital Partners
California
$49.8M +$49.8M +421,200 New
TCM
107
TD Capital Management
Tennessee
$47.7M -$132K -1,117 -0.3%
DCM
108
Disciplina Capital Management
Tennessee
$47.4M +$3.22M +27,245 +7%
CAL
109
Capital Analysts LLC
Pennsylvania
$47.2M -$497K -4,205 -1%
FHB
110
First Hawaiian Bank
Hawaii
$47.1M -$1.77M -14,950 -4%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$46.9M -$2.83M -23,873 -6%
Citigroup
112
Citigroup
New York
$46.1M -$86.5M -731,742 -65%
PFM
113
Phillips Financial Management
Indiana
$45.1M -$1.02M -8,638 -2%
LI
114
LVZ Inc
Michigan
$45M -$5.79K -49 -0%
SPC
115
Sigma Planning Corp
Michigan
$44.8M +$8.54M +72,229 +24%
PAG
116
Private Advisor Group
New Jersey
$44.5M +$13.4M +113,137 +43%
SL
117
Summitry LLC
California
$43.7M -$255K -2,156 -0.6%
AWM
118
Altavista Wealth Management
North Carolina
$42.6M -$1.69M -14,301 -4%
Lazard Asset Management
119
Lazard Asset Management
New York
$42.6M -$46.4M – –
CG
120
Colony Group
Massachusetts
$41M -$449K -3,802 -1%
MIM
121
MetLife Investment Management
New Jersey
$40.8M +$3M +25,400 +8%
RFC
122
Regions Financial Corp
Alabama
$40.6M -$1.27M -10,752 -3%
MAM
123
Meeder Asset Management
Ohio
$40.5M -$20.6M -174,007 -34%
CFG
124
CMC Financial Group
Georgia
$40.3M +$40.3M +341,053 New
QFA
125
Quattro Financial Advisors
Texas
$40M -$16.7M -141,126 -29%
3 4
5
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