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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 %
RCA
1226
Rowland Carmichael Advisors
Arizona
$47K – – –
FMII
1227
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
CICI
1228
Capital Investment Counsel Inc
North Carolina
$44K – – –
HCC
1229
Hirtle Callaghan & Co
Pennsylvania
$41K -$40K – –
AIM
1230
Anchor Investment Management
South Carolina
$40.5K -$5.32K -45 -12%
SC
1231
Steph & Co
Wisconsin
$40K +$5.13K +43 +15%
OFG
1232
Oxford Financial Group
Indiana
$40K +$40K +339 New
LWANC
1233
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K -$1.19K -10 -3%
EDRH
1234
Edmond de Rothschild Holding
Switzerland
$39K +$15.4K +130 +65%
RFWA
1235
RPg Family Wealth Advisory
Massachusetts
$38.2K – – –
MRC
1236
Millburn Ridgefield Corp
New York
$37K +$21.5K +183 +139%
BHWM
1237
Bay Harbor Wealth Management
Maryland
$34K +$34K +291 New
ACA
1238
Aptus Capital Advisors
Alabama
$33K +$1.5K +13 +5%
TIM
1239
Tortoise Investment Management
New York
$32K -$119 -1 -0.4%
WAS
1240
Winch Advisory Services
Wisconsin
$32K – – –
WLPWM
1241
Walled Lake Planning & Wealth Management
Illinois
$31K +$238 +2 +0.8%
SA
1242
SRH Advisors
Kansas
$30K – – –
BFC
1243
Bedel Financial Consulting
Indiana
$29K +$119 +1 +0.4%
SQA
1244
Simon Quick Advisors
New Jersey
$24K +$121 +1 +0.5%
CWC
1245
Carolinas Wealth Consulting
North Carolina
$24K +$118 +1 +0.5%
WB
1246
West Bancorporation
Iowa
$24K +$24K +203 New
HDIM
1247
Hanson & Doremus Investment Management
Vermont
$23K – – –
AWM
1248
AllSquare Wealth Management
New York
$23K – – –
FRA
1249
Front Row Advisors
California
$22K – – –
CB
1250
CNB Bank
Pennsylvania
$22K – – –
48 49
50
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