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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 %
HT
1301
Hefren-Tillotson
Pennsylvania
– -$3.76M -32,525 Closed
SSG
1302
Summit Securities Group
New York
– -$2.88M -25,000 Closed
PP
1303
PagnatoKarp Partners
Virginia
– -$2.52M -21,817 Closed
PCM
1304
Penserra Capital Management
California
– -$2.23M -19,170 Closed
SCA
1305
SMH Capital Advisors
Texas
– -$1.47M -12,758 Closed
DI
1306
DAGCO Inc
Ohio
– -$1.15M -9,925 Closed
Principal Financial Group
1307
Principal Financial Group
Iowa
– -$1.06M -9,164 Closed
CWP
1308
Capital Wealth Planning
Florida
– -$834K -7,229 Closed
FTUS
1309
Flow Traders U.S.
New York
– -$794K -6,886 Closed
CFA
1310
Capstone Financial Advisors
Illinois
– -$567K -4,913 Closed
BII
1311
Bainco International Investors
Massachusetts
– -$454K -3,936 Closed
HC
1312
HNP Capital
New York
– -$430K -3,670 Closed
RIG
1313
RiverFront Investment Group
Virginia
– -$410K -3,553 Closed
TA
1314
TCG Advisors
Texas
– -$365K -3,163 Closed
AI
1315
Accredited Investors
Minnesota
– -$346K -2,998 Closed
FGAM
1316
Financial Gravity Asset Management
Texas
– -$339K -2,937 Closed
CAMG
1317
CWA Asset Management Group
Florida
– -$300K -2,598 Closed
OFS
1318
OneAscent Financial Services
Alabama
– -$295K -2,552 Closed
TCA
1319
Transcend Capital Advisors
New Jersey
– -$290K -2,510 Closed
W
1320
WealthOne
New York
– -$241K -2,086 Closed
WCG
1321
Wall Capital Group
Arizona
– -$237K -2,056 Closed
AFS
1322
Axiom Financial Strategies
Indiana
– -$234K -2,031 Closed
RSS
1323
Rosenblum Silverman Sutton
California
– -$233K -2,020 Closed
NS
1324
NewDay Solutions
New Hampshire
– -$233K -1,998 Closed
MWM
1325
Modera Wealth Management
New Jersey
– -$224K -1,939 Closed
51 52
53
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