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 %
Verition Fund Management
151
Verition Fund Management
Connecticut
$31.6M -$39.2M -331,943 -55%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$31.6M -$3.51M -29,719 -10%
FA
153
Freestate Advisors
Kansas
$31.1M +$31.1M +263,421 New
CA
154
Cambridge Associates
Massachusetts
$31.1M +$13.9M +117,438 +81%
Man Group
155
Man Group
United Kingdom
$31.1M +$26.8M +226,461 +623%
William Blair & Company
156
William Blair & Company
Illinois
$31M +$1.94M +16,388 +7%
NC
157
NewSquare Capital
Pennsylvania
$30.4M -$12.9M -108,729 -30%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$30.3M +$5.82M +48,828 +24%
AFC
159
Adaptive Financial Consulting
Ohio
$30.2M +$1.66M +14,084 +6%
NA
160
NewEdge Advisors
Louisiana
$30.2M +$7.7M +65,146 +34%
BF
161
BOK Financial
Oklahoma
$30M +$226K +1,916 +0.8%
AWM
162
AE Wealth Management
Kansas
$30M +$11.4M +96,650 +62%
EC
163
Estate Counselors
Wisconsin
$29.9M +$27.1M +229,265 +985%
ANB
164
Amarillo National Bank
Texas
$29.8M +$482K +4,081 +2%
EBT
165
Enterprise Bank & Trust
Massachusetts
$29.6M +$178K +1,502 +0.6%
KP
166
Keel Point
Alabama
$29.5M -$1.26M -10,661 -4%
AW
167
Avion Wealth
Texas
$29.4M +$6.2M +52,465 +27%
Deutsche Bank
168
Deutsche Bank
Germany
$29.4M +$14.9M +125,928 +102%
JWA
169
JFS Wealth Advisors
Pennsylvania
$28.9M +$4.2M +35,490 +17%
Boston Partners
170
Boston Partners
Massachusetts
$28.1M -$26M – –
PA
171
Parallel Advisors
California
$28.1M -$593K -5,014 -2%
Fisher Asset Management
172
Fisher Asset Management
Washington
$28M +$3M +25,348 +12%
SPIA
173
Steward Partners Investment Advisory
New York
$28M +$1.22M +10,296 +5%
TCM
174
Tradewinds Capital Management
Washington
$27.9M +$25.6M +216,737 +1,102%
FBB
175
Fulton Breakefield Broenniman
Maryland
$27.8M +$1.77M +14,940 +7%
5 6
7
8 9