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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 %
LIA
1276
LS Investment Advisors
Michigan
$10K +$10K +88 New
HFA
1277
High Falls Advisors
New York
$9K -$591 -5,265 -6%
IRAG
1278
Investment Research & Advisory Group
Georgia
$9K – – –
TH
1279
TCTC Holdings
Texas
$9K – – –
HWM
1280
HighMark Wealth Management
Minnesota
$9K +$114 +1 +1%
JWBC
1281
John W. Brooker & Co
California
$8K +$121 +1 +2%
RBC
1282
Roble Belko & Company
Pennsylvania
$7K – – –
CCP
1283
Clarkston Capital Partners
Michigan
$6K +$6K +47 New
VCM
1284
Vigilant Capital Management
Maine
$4K – – –
TF
1285
Tompkins Financial
New York
$4K +$4K +31 New
SXL
1286
Summit X LLC
Missouri
$2.01K -$100 -104 -5%
PP
1287
PrairieView Partners
Minnesota
$2K – – –
BAMG
1288
Brand Asset Management Group
Missouri
$2K – – –
CYG
1289
Clean Yield Group
Vermont
$2K +$2K +15 New
MAWCM
1290
Mine & Arao Wealth Creation & Management
California
$2K +$2K +19 New
Koshinski Asset Management
1291
Koshinski Asset Management
Illinois
$1.83K +$720 +6,105 +65%
JFA
1292
JNBA Financial Advisors
Minnesota
$1K -$1.89K -17 -65%
DAC
1293
Dividend Assets Capital
South Carolina
$1K – – –
HFA
1294
HC Financial Advisors
California
$1K – – –
AIA
1295
Armor Investment Advisors
North Carolina
$1K – – –
Millennium Management
1296
Millennium Management
New York
$919 -$23.7K -200,969 -96%
FCA
1297
FinTrust Capital Advisors
South Carolina
$679 -$6 -51 -0.9%
CPA
1298
Clear Perspective Advisors
Illinois
$238 – – –
TC
1299
Toews Corporation
New Jersey
– -$138M -1,164,115 Closed
CWM
1300
CIBC World Markets
New York
– -$118M -1,000,000 Closed
50 51
52
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