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iShares Core US Aggregate Bond ETF
AGG

1,292 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, 598 increasing their positions, 408 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

716% more call options, than puts

Call options by funds: $167M | Put options by funds: $20.5M

133% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 64

47% more repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 408

7% more capital invested

Capital invested by funds: $53.2B → $57B (+$3.78B)

6% more funds holding

Funds holding: 1,220 → 1,292 (+72)

3% more funds holding in top 10

Funds holding in top 10: 289 → 297 (+8)

2.57% less ownership

Funds ownership: 79.22% → 76.65% (-2.6%)

Holders
1,292
Holders Change
+72
Holders Change %
+5.9%
% of All Funds
26.49%
Holding in Top 10
297
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.77%
% of All Funds
6.09%
New
149
Increased
598
Reduced
408
Closed
64
Calls
$167M
Puts
$20.5M
Net Calls
+$147M
Net Calls Change
+$184M

Top Buyers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
+$838M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$337M
3
BlackRock
BlackRock
New York
+$285M
4
VIA
Vantagepoint Investment Advisers
District of Columbia
+$257M
5
Northern Trust
Northern Trust
Illinois
+$200M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$880M
2
RJA
Raymond James & Associates
Florida
-$281M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$227M
4
USAA
United Services Automobile Association
Texas
-$213M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1351
Baystate Wealth Management
Massachusetts
– -$23K -202 Closed
CS
1352
Capital Square
Tennessee
– -$21K -184 Closed
RBA
1353
Richard Bernstein Advisors
New York
– -$16K -144 Closed
OFG
1354
OmniStar Financial Group
North Carolina
– -$15K -126 Closed
EWP
1355
Engrave Wealth Partners
Texas
– -$4K -36 Closed
BMM
1356
Berkshire Money Management
Massachusetts
– -$2K -20 Closed
NR
1357
Newfound Research
Massachusetts
– -$2K -14 Closed
CCM
1358
Cribstone Capital Management
Maine
– -$1K -5 Closed
FCAS
1359
First Command Advisory Services
Texas
– +$234 +2 New
51 52 53 54
55

AGG Hedge Fund Activity: Q2 2020 in Review

1,292 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2020, worth a combined $57B — up 7.1% from $53.2B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AGG positions and 64 closed out — a net gain of 85 holders — while 598 added to existing stakes and 408 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $838M. The largest seller was JP Morgan Chase, cutting an estimated $880M.

  • 1,292 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2020, up from 1,220 in Q1 2020.
  • Funds reported $57B of iShares Core US Aggregate Bond ETF stock for Q2 2020, up 7.1% quarter-over-quarter.
  • 149 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2020 and 64 closed out, a net change of +85 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q2 2020 was Milliman Financial Risk Management, an estimated $838M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q2 2020 was JP Morgan Chase, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2020.