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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 %
TSS
1326
Two Sigma Securities
New York
– -$803K -6,796 Closed
SCA
1327
Sage Capital Advisors
South Dakota
– -$744K -6,295 Closed
FAAM
1328
First Ascent Asset Management
Colorado
– -$705K -5,961 Closed
CRC
1329
Curi RMB Capital
Illinois
– -$647K -5,470 Closed
QC
1330
QCM Cayman
Texas
– -$611K -5,171 Closed
WU
1331
Wealthsimple US
New York
– -$530K -4,487 Closed
CSIA
1332
Charles Schwab Investment Advisory
California
– -$507K -4,293 Closed
SCA
1333
Strategic Capital Advisers
Colorado
– -$506K -4,278 Closed
GKWIM
1334
Gerber Kawasaki Wealth & Investment Management
California
– -$485K -4,111 Closed
RFM
1335
Royal Fund Management
Florida
– -$440K -3,730 Closed
PCM
1336
Pennsylvania Capital Management
Pennsylvania
– -$408K -3,452 Closed
PP
1337
Professional Planning
California
– -$408K -3,452 Closed
PFBT
1338
Parkside Financial Bank & Trust
Missouri
– -$390K -3,298 Closed
AF
1339
Aldebaran Financial
– -$359K -3,038 Closed
SEI Investments
1340
SEI Investments
Pennsylvania
– -$327K -2,767 Closed
IAA
1341
Independent Advisor Alliance
North Carolina
– -$324K -2,710 Closed
IWA
1342
Independence Wealth Advisors
Virginia
– -$318K -2,687 Closed
TGAM
1343
TBH Global Asset Management
Tennessee
– -$313K -2,650 Closed
OBWP
1344
O'Brien Wealth Partners
Massachusetts
– -$306K -2,578 Closed
LRIA
1345
Leonard Rickey Investment Advisors
Washington
– -$296K -2,503 Closed
TPA
1346
Trivium Point Advisory
Connecticut
– -$289K -2,447 Closed
KOMWMG
1347
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$233K -1,973 Closed
ECA
1348
Elevated Capital Advisors
Utah
– -$227K -1,916 Closed
LA
1349
LVW Advisors
New York
– -$224K -1,896 Closed
HPC
1350
Hobart Private Capital
North Carolina
– -$218K -1,842 Closed
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