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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
1226
Canada Pension Plan Investment Board
Ontario, Canada
– -$14M -125,000 Closed
Citadel Advisors
1227
Citadel Advisors
Florida
– -$13.4M -119,603 Closed
RCG
1228
Rock Creek Group
District of Columbia
– -$12.1M -107,544 Closed
AI
1229
Atria Investments
North Carolina
– -$11.8M -105,288 Closed
Impax Asset Management Group
1230
Impax Asset Management Group
United Kingdom
– -$11M -98,200 Closed
FP
1231
Fiduciary Planning
Florida
– -$10.4M -91,619 Closed
WBC
1232
Westpac Banking Corp
Australia
– -$9.89M -88,000 Closed
JWCA
1233
J.W. Cole Advisors
Florida
– -$9.17M -81,645 Closed
SIM
1234
Strategic Investment Management
Virginia
– -$7.46M -66,370 Closed
CRC
1235
Curi RMB Capital
Illinois
– -$4.95M -44,089 Closed
PAS
1236
Park Avenue Securities
New York
– -$4.2M -37,381 Closed
PIM
1237
Parker Investment Management
California
– -$3.76M -33,438 Closed
IC
1238
Innealta Capital
Texas
– -$3.31M -29,487 Closed
RIA
1239
Regal Investment Advisors
Michigan
– -$3.29M -29,232 Closed
MWM
1240
Moulton Wealth Management
Washington
– -$3.25M -28,721 Closed
JFA
1241
Johanson Financial Advisors
California
– -$250K -28,040 Closed
SAS
1242
Sage Advisory Services
Texas
– -$3.12M -27,795 Closed
NL
1243
NEPC LLC
Massachusetts
– -$3.12M -27,767 Closed
Squarepoint
1244
Squarepoint
New York
– -$2.8M -24,895 Closed
CCM
1245
Context Capital Management
California
– -$2.59M -23,000 Closed
CA
1246
Commerzbank Aktiengesellschaft
Germany
– -$2.55M -22,712 Closed
RA
1247
Rational Advisors
New York
– -$2.52M -22,396 Closed
CWM
1248
CCG Wealth Management
California
– -$2.15M -19,156 Closed
HH
1249
Hilltop Holdings
Texas
– -$2.02M -17,929 Closed
QAM
1250
Q3 Asset Management
Michigan
– -$1.96M -17,440 Closed
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