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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 %
VHAM
201
Van Hulzen Asset Management
California
$24.1M +$22.3M +188,623 +1,218%
RIM
202
Redwood Investment Management
Arizona
$24M +$9.91M +83,833 +70%
SHGA
203
Sand Hill Global Advisors
California
$23.7M +$13.3M +112,388 +127%
AA
204
Alesco Advisors
New York
$23.4M +$891K +7,541 +4%
SMM
205
Stadion Money Management
Georgia
$22.1M -$17.1K -145 -0.1%
NEIRG
206
New England Investment & Retirement Group
Massachusetts
$22M +$13.9M +117,377 +170%
SWP
207
Stratos Wealth Partners
Ohio
$22M +$7.22M +61,081 +49%
CA
208
Cetera Advisors
Colorado
$21.8M +$1.59M +13,445 +8%
CM
209
Cornerstone Management
Georgia
$21.8M +$4.85M +41,014 +29%
CTB
210
Country Trust Bank
Illinois
$21.8M +$6.98M +59,045 +47%
EGWAG
211
Elwood & Goetz Wealth Advisory Group
Georgia
$21.6M +$2.9M +24,525 +16%
KWM
212
Kingsview Wealth Management
Oregon
$21.3M +$11.9M +100,370 +126%
CFGS
213
Concourse Financial Group Securities
Alabama
$21.3M +$1.88M +15,934 +10%
MWP
214
Meridian Wealth Partners
Pennsylvania
$21.2M +$781K +6,610 +4%
Natixis Advisors
215
Natixis Advisors
Massachusetts
$21.1M +$951K +8,046 +5%
FI
216
FormulaFolio Investments
Michigan
$21.1M -$6.19M -52,344 -23%
BB
217
Bell Bank
North Dakota
$20.9M +$1.56M +13,160 +8%
VCM
218
Verger Capital Management
North Carolina
$20.9M +$125K +1,055 +0.6%
PL
219
Protective Life
Alabama
$20.7M – – –
VC
220
Vicus Capital
Pennsylvania
$20.7M -$6.34M -53,593 -23%
CRCM
221
Corbett Road Capital Management
Virginia
$20.7M +$1.82M +15,363 +10%
EH
222
Equitable Holdings
New York
$20.7M +$3.83M +32,428 +23%
OPS
223
Orion Portfolio Solutions
Nebraska
$20.4M +$17.8M +150,965 +696%
VWA
224
Visionary Wealth Advisors
Illinois
$20.1M +$2.25M +19,034 +13%
EGA
225
E&G Advisors
Texas
$20.1M +$9.4M +79,526 +88%
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