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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,295 hedge funds and large institutions have $61.3B invested in iShares Core US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 355 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
26.2%
Holding in Top 10
285
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.39%
% of All Funds
5.77%
New
96
Increased
699
Reduced
355
Closed
73
Calls
$74.4M
Puts
$99.9M
Net Calls
-$25.5M
Net Calls Change
-$172M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$6.38B
2
AA
Acorns Advisers
California
$425M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
Bank of America
North Carolina
$2.8B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.43B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.78B
2
Charles Schwab
Charles Schwab
California
$397M
3
TC
Toews Corporation
New Jersey
$0
4
CWM
CIBC World Markets
New York
$0
5
Jane Street
Jane Street
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1226
F3Logic
Minnesota
$47.7K +$11.7K +98,933 +32%
AAMA
1227
Advanced Asset Management Advisors
Ohio
$47K – – –
ACA
1228
Aptus Capital Advisors
Alabama
$47K +$13.4K +114 +40%
NNP
1229
Nachman Norwood & Parrott
South Carolina
$45K +$45K +381 New
FMII
1230
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
CICI
1231
Capital Investment Counsel Inc
North Carolina
$44K – – –
PO
1232
Private Ocean
California
$44K +$44K +370 New
SSW
1233
Smith Shellnut Wilson
Mississippi
$43.5K -$325K -38,364 -88%
HCC
1234
Hirtle Callaghan & Co
Pennsylvania
$41K -$41K – –
EDRH
1235
Edmond de Rothschild Holding
Switzerland
$41K +$1.78K +15 +5%
AIM
1236
Anchor Investment Management
South Carolina
$40.5K – – –
DOA
1237
D'Orazio & Associates
Virginia
$39K -$18.2K -153 -32%
LWANC
1238
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K – – –
NIC
1239
Northwest Investment Counselors
Oregon
$39K +$39K +326 New
SA
1240
SRH Advisors
Kansas
$36K +$6.78K +58 +23%
FA
1241
Faithward Advisors
Pennsylvania
$34K -$16.4K -139 -33%
FFC
1242
First Financial Corp
Indiana
$34K +$29K +246 +586%
WAS
1243
Winch Advisory Services
Wisconsin
$32K – – –
TIM
1244
Tortoise Investment Management
New York
$32K +$353 +3 +1%
JSC
1245
Jackson Square Capital
California
$32K +$32K +273 New
WLPWM
1246
Walled Lake Planning & Wealth Management
Illinois
$31K +$119 +1 +0.4%
YAL
1247
Your Advocates Ltd
Texas
$31K +$31K +263 New
CHAM
1248
Clear Harbor Asset Management
Connecticut
$29.6K +$29.6K +251 New
BFC
1249
Bedel Financial Consulting
Indiana
$29K +$118 +1 +0.4%
MF
1250
Manchester Financial
California
$27K +$27K +231 New
48 49
50
51 52