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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 %
PPP
1326
Private Portfolio Partners
New Jersey
– -$222K -1,930 Closed
FLI
1327
Family Legacy Inc
South Carolina
– -$215K -1,863 Closed
B
1328
Bridgeworth
Alabama
– -$204K -1,769 Closed
OPA
1329
Old Port Advisors
Maine
– -$203K -1,758 Closed
SCP
1330
Syntal Capital Partners
Texas
– -$182K -1,628 Closed
MWM
1331
MBE Wealth Management
Wisconsin
– -$177K -1,542 Closed
WG
1332
Welch Group
Alabama
– -$161K -1,395 Closed
FA
1333
Forefront Analytics
Pennsylvania
– -$109K -948 Closed
LWCFA
1334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$84K -784 Closed
SL
1335
Salomon & Ludwin
Virginia
– -$79K -683 Closed
KFI
1336
Key Financial Inc
Pennsylvania
– -$72K -626 Closed
CCM
1337
Cox Capital Management
Massachusetts
– -$67K -600 Closed
MCM
1338
McMillion Capital Management
North Carolina
– -$53K -460 Closed
LWS
1339
Lucia Wealth Services
California
– -$43K -372 Closed
EWM
1340
EPG Wealth Management
Georgia
– -$28K -244 Closed
WQ
1341
Wealth Quarterback
New Jersey
– -$27.9K -242 Closed
EI
1342
Ellevest Inc
New York
– -$28K -239 Closed
SMFS
1343
Squar Milner Financial Services
California
– -$24K -214 Closed
BWM
1344
Baystate Wealth Management
Massachusetts
– -$23K -202 Closed
CS
1345
Capital Square
Tennessee
– -$21K -184 Closed
RBA
1346
Richard Bernstein Advisors
New York
– -$16K -144 Closed
OFG
1347
OmniStar Financial Group
North Carolina
– -$15K -126 Closed
EWP
1348
Engrave Wealth Partners
Texas
– -$4K -36 Closed
BMM
1349
Berkshire Money Management
Massachusetts
– -$2K -20 Closed
NR
1350
Newfound Research
Massachusetts
– -$2K -14 Closed
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