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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
1
Jones Financial Companies
Missouri
$6.38B
2
AA
2
Acorns Advisers
California
$425M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.8B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.43B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.78B
2
Charles Schwab
2
Charles Schwab
California
$397M
3
TC
3
Toews Corporation
New Jersey
$0
4
CWM
4
CIBC World Markets
New York
$0
5
Jane Street
5
Jane Street
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1351
Brasada Capital Management
Texas
– -$217K -1,835 Closed
SWA
1352
SFMG Wealth Advisors
Texas
– -$215K -1,818 Closed
CG
1353
Cutler Group
California
– -$183K -1,551 Closed
WAMC
1354
Western Asset Management Company
California
– -$178K -1,500 Closed
BFM
1355
Boston Financial Management
Massachusetts
– -$126K -1,069 Closed
IA
1356
IndexIQ Advisors
New York
– -$104K -881 Closed
APC
1357
Aspire Private Capital
North Carolina
– -$80K -678 Closed
ACA
1358
Atlas Capital Advisors
Wyoming
– -$76.2K -645 Closed
SFA
1359
Semmax Financial Advisors
North Carolina
– -$55K -469 Closed
BHWM
1360
Bay Harbor Wealth Management
Maryland
– -$34K -291 Closed
WB
1361
West Bancorporation
Iowa
– -$24K -203 Closed
CB
1362
CNB Bank
Pennsylvania
– -$22K -189 Closed
First Manhattan
1363
First Manhattan
New York
– -$17K -146 Closed
ARMC
1364
American Research & Management Company
Massachusetts
– -$15K -125 Closed
TFO
1365
Tarbox Family Office
California
– -$14K -116 Closed
OAJ
1366
Ogorek Anthony Joseph
New York
– -$10K -91 Closed
FWM
1367
FSA Wealth Management
Massachusetts
– -$7K -58 Closed
CAM
1368
Costello Asset Management
Pennsylvania
– -$7K -56 Closed
MWA
1369
MFA Wealth Advisors
Pennsylvania
– -$1.89K -16 Closed
HGWM
1370
Harvest Group Wealth Management
Massachusetts
– -$1K -10 Closed
CIAS
1371
CBIZ Investment Advisory Services
Ohio
– -$338K – –
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