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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 %
PC
1276
Permanens Capital
New York
$5K – – –
FFC
1277
First Financial Corp
Indiana
$5K +$5K +42 New
VCM
1278
Vigilant Capital Management
Maine
$4K +$4K +31 New
JFA
1279
JNBA Financial Advisors
Minnesota
$3K – – –
IRC
1280
Investors Research Corp
Georgia
$3K – – –
BAMG
1281
Brand Asset Management Group
Missouri
$2K -$1K -9 -33%
PP
1282
PrairieView Partners
Minnesota
$2K – – –
MWA
1283
MFA Wealth Advisors
Pennsylvania
$1.89K +$1.89K +16 New
AIA
1284
Armor Investment Advisors
North Carolina
$1K – – –
HGWM
1285
Harvest Group Wealth Management
Massachusetts
$1K – – –
HFA
1286
HC Financial Advisors
California
$1K +$167 +2 +20%
DAC
1287
Dividend Assets Capital
South Carolina
$1K +$1K +12 New
NA
1288
Nottingham Advisors
New York
$956 -$118 -1,000 -11%
PC
1289
Premise Capital
Illinois
– -$58.1M -505,789 Closed
Mackenzie Financial
1290
Mackenzie Financial
Ontario, Canada
– -$52.1M -451,600 Closed
JG
1291
Jefferies Group
New York
– -$24.8M -215,000 Closed
OMC
1292
Old Mission Capital
Illinois
– -$12.9M -111,986 Closed
Qube Research & Technologies (QRT)
1293
Qube Research & Technologies (QRT)
United Kingdom
– -$9.59M -83,135 Closed
BRC
1294
BHF RG Capital
Arizona
– -$8.64M -74,906 Closed
HF
1295
HRT Financial
New York
– -$8.02M -69,491 Closed
CCT
1296
Country Club Trust
Missouri
– -$7.64M -66,029 Closed
FWM
1297
FFT Wealth Management
Pennsylvania
– -$7.2M -62,388 Closed
RMC
1298
Regis Management Company
California
– -$6.12M -53,040 Closed
PD
1299
Planning Directions
Pennsylvania
– -$5.91M -51,257 Closed
BAC
1300
Boys Arnold & Co
North Carolina
– -$5.24M -45,437 Closed
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