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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 %
KTC
1251
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
ME
1252
McIlrath & Eck
Washington
$21K – – –
PIP
1253
Peachtree Investment Partners
Florida
$20K +$20K +168 New
KFS
1254
Kelly Financial Services
Massachusetts
$19.9K +$118 +1 +0.6%
PP
1255
Pacifica Partners
Canada
$18K – – –
SNT
1256
Security National Trust
West Virginia
$18K – – –
TWA
1257
TCI Wealth Advisors
Arizona
$18K +$18K +150 New
First Manhattan
1258
First Manhattan
New York
$17K – – –
CHA
1259
Carmichael Hill & Associates
Maryland
$17K +$4.4K +38 +35%
PCFFS
1260
Pacific Center for Financial Services
California
$17K +$17K +144 New
ARMC
1261
American Research & Management Company
Massachusetts
$15K – – –
PK
1262
Pflug Koory
Nebraska
$15K – – –
TFO
1263
Tarbox Family Office
California
$14K – – –
NG
1264
NWK Group
California
$14K – – –
RCA
1265
Ranch Capital Advisors
Florida
$11K – – –
PP
1266
Paloma Partners
Connecticut
$11K – – –
OAJ
1267
Ogorek Anthony Joseph
New York
$10K +$110 +1 +1%
LDFR
1268
Lehman & Derafelo Financial Resources
Pennsylvania
$10K +$10K +83 New
IRAG
1269
Investment Research & Advisory Group
Georgia
$9K – – –
TH
1270
TCTC Holdings
Texas
$9K +$9K +76 New
HWM
1271
HighMark Wealth Management
Minnesota
$9K +$9K +78 New
JWBC
1272
John W. Brooker & Co
California
$8K – – –
RBC
1273
Roble Belko & Company
Pennsylvania
$7K – – –
CAM
1274
Costello Asset Management
Pennsylvania
$7K +$7K +56 New
FWM
1275
FSA Wealth Management
Massachusetts
$7K +$7K +58 New
49 50
51
52 53