AGG icon

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 %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$39.6M +$34.2M +289,060 +625%
FA
127
FDx Advisors
Illinois
$39.4M +$42.1K +356 +0.1%
DWA
128
Divergent Wealth Advisors
Utah
$39.2M +$30.4M +257,249 +345%
LPT
129
Legacy Private Trust
Wisconsin
$39M -$6.12M -51,767 -14%
FSA
130
Financial Sense Advisors
California
$38.9M +$22.7M +191,979 +140%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$38.4M -$213M -1,800,000 -85%
CBT
132
Central Bank & Trust
Kentucky
$38.2M +$993K +8,401 +3%
SMFG
133
Sumitomo Mitsui Financial Group
Japan
$37.9M +$2.58M +21,813 +7%
GWM
134
Geneos Wealth Management
Colorado
$37.8M +$21.6M +183,009 +133%
CAN
135
Cetera Advisor Networks
California
$37.7M +$651K +5,506 +2%
HFS
136
Hantz Financial Services
Michigan
$37.4M +$1.89M +16,008 +5%
AWE
137
Avidian Wealth Enterprises
Texas
$37M -$7.52M -63,642 -17%
FEG
138
Fund Evaluation Group
Ohio
$36.5M +$16.5M +139,987 +83%
F
139
F3Logic
Minnesota
$36.1M +$3.84M +32,503 +12%
ZB
140
Zions Bancorporation
Utah
$35.9M -$1.29M -10,944 -3%
BFG
141
Bouchey Financial Group
New York
$35.8M +$1.72M +14,536 +5%
WANY
142
Wealthspire Advisors (New York)
New York
$34.7M -$430K -3,641 -1%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$34.6M +$7M +59,230 +25%
DW
144
Domani Wealth
Pennsylvania
$33M -$3.1M -26,223 -9%
FAAS
145
First Allied Advisory Services
California
$33M +$2.19M +18,549 +7%
MAFM
146
Mid Atlantic Financial Management
Pennsylvania
$32.9M -$396K -3,353 -1%
SAG
147
Spotlight Asset Group
Illinois
$32.4M +$20.2M +170,571 +165%
PFS
148
Prospera Financial Services
Texas
$32M -$2.37M -20,067 -7%
CCP
149
Cardan Capital Partners
Colorado
$32M +$9.26M +78,345 +41%
RhumbLine Advisers
150
RhumbLine Advisers
Massachusetts
$31.7M +$23.6M +199,998 +295%
4 5
6
7 8