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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 %
CFG
1301
CMC Financial Group
Georgia
– -$40.3M -341,053 Closed
SPP
1302
Single Point Partners
Massachusetts
– -$17.6M -149,212 Closed
PWS
1303
Paragon Wealth Strategies
Florida
– -$16.4M -138,647 Closed
OFG
1304
OTA Financial Group
New York
– -$10.8M -91,198 Closed
HFS
1305
HBC Financial Services
Washington
– -$9.27M -78,075 Closed
TK
1306
TIAA Kaspick
Massachusetts
– -$9.15M -77,382 Closed
AIM
1307
Astor Investment Management
Illinois
– -$6.96M -58,912 Closed
BFG
1308
Barber Financial Group
Kansas
– -$5.32M -44,962 Closed
GC
1309
Garde Capital
Washington
– -$4.98M -42,111 Closed
TI
1310
Tidal Investments
Wisconsin
– -$4.47M -37,846 Closed
RIA
1311
Regal Investment Advisors
Michigan
– -$4.02M -34,036 Closed
CF
1312
Copperwynd Financial
Arizona
– -$3.81M -32,237 Closed
QAM
1313
Q3 Asset Management
Michigan
– -$2.78M -23,482 Closed
LDB
1314
Lee, Danner & Bass
Tennessee
– -$2.77M -23,400 Closed
SAM
1315
Secure Asset Management
Michigan
– -$2.29M -19,405 Closed
BSAM
1316
Blue Sky Asset Management
Colorado
– -$2.01M -17,033 Closed
RIM
1317
Rampart Investment Management
Connecticut
– -$1.94M -16,382 Closed
PGAM
1318
Princeton Global Asset Management
New Jersey
– -$1.87M -15,834 Closed
BRWM
1319
B. Riley Wealth Management
Tennessee
– -$1.79M -15,164 Closed
AO
1320
Advisor OS
Illinois
– -$1.56M -13,200 Closed
DA
1321
Duality Advisers
Florida
– -$1.2M -10,128 Closed
TRCT
1322
Tower Research Capital (TRC)
New York
– -$1.14M -9,622 Closed
BCM
1323
Bluefin Capital Management
New York
– -$1.11M -9,375 Closed
LWM
1324
Lionsbridge Wealth Management
Florida
– -$830K -7,022 Closed
IP
1325
Intellectus Partners
California
– -$810K -6,850 Closed
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