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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 %
FAT
176
First American Trust
California
$27.7M -$2.26M -19,084 -8%
G
177
Gainplan
Michigan
$27.4M +$442K +3,740 +2%
SS
178
Simplicity Solutions
Minnesota
$27.2M +$13.6M +114,961 +100%
EIG
179
Ellenbecker Investment Group
Wisconsin
$26.9M +$1.49M +12,595 +6%
RJT
180
Raymond James Trust
Florida
$26.7M -$3.35M -28,333 -11%
WC
181
Whitney & Co
New York
$26.3M +$1.11M +9,406 +4%
LBD
182
Landsberg Bennett & Dubbaneh
Florida
$26.3M +$10.6M +89,557 +67%
HCM
183
Howard Capital Management
Georgia
$26M +$619K +5,231 +2%
WIP
184
Wellesley Investment Partners
Massachusetts
$25.9M +$4.08M +34,548 +19%
SIM
185
SSI Investment Management
California
$25.8M -$2.62M -22,171 -9%
USAA
186
United Services Automobile Association
Texas
$25.7M -$205M -1,818,287 -89%
FCIM
187
Fairview Capital Investment Management
California
$25.7M +$8.22M +69,570 +47%
SBWM
188
Sunflower Bank Wealth Management
Arizona
$25.7M +$3.8M +32,113 +17%
BAM
189
Brave Asset Management
New Jersey
$25.6M +$676K +5,719 +3%
EPP
190
ETF Portfolio Partners
Kansas
$25.3M +$665K +5,629 +3%
TCM
191
Towercrest Capital Management
Pennsylvania
$25.2M -$999K -8,446 -4%
FFN
192
Focus Financial Network
Minnesota
$25.2M +$9.16M +77,497 +57%
MTC
193
Matrix Trust Company
Colorado
$24.9M -$2.05M -17,371 -8%
FHA
194
First Horizon Advisors
Tennessee
$24.8M +$849K +7,179 +4%
RPG
195
Resource Planning Group
Georgia
$24.7M -$1.19M -10,128 -5%
Millennium Management
196
Millennium Management
New York
$24.7M +$19M +160,529 +333%
SEIA
197
Signature Estate & Investment Advisors
California
$24.6M +$24.6M +208,191 New
HCA
198
Heck Capital Advisors
Wisconsin
$24.6M +$1.88M +15,926 +8%
PSUF
199
People's United Financial
Connecticut
$24.4M +$45.9K +388 +0.2%
MA
200
Mutual Advisors
Nebraska
$24.2M +$12.9M +109,009 +114%
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