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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 %
Wells Fargo
1
Wells Fargo
California
$6.01B -$148M -1,249,179 -2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$5.79B -$192M -1,630,321 -3%
BlackRock
3
BlackRock
New York
$3.15B +$287M +2,430,315 +10%
RJA
4
Raymond James & Associates
Florida
$3.02B -$284M -2,402,921 -9%
Bank of America
5
Bank of America
North Carolina
$2.54B +$163M +1,378,610 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.23B +$341M +2,882,122 +18%
Creative Planning
7
Creative Planning
Kansas
$2.05B -$57.1M -482,955 -3%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$2.03B +$36.1M +305,198 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.01B -$889M -7,517,156 -31%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.64B +$846M +7,159,052 +107%
US Bancorp
11
US Bancorp
Minnesota
$1.12B +$146M +1,232,334 +15%
Morgan Stanley
12
Morgan Stanley
New York
$1.1B +$178M +1,507,290 +19%
Ameriprise
13
Ameriprise
Minnesota
$1.07B +$17.5M +148,101 +2%
Jane Street
14
Jane Street
New York
$761M -$10.3M -86,991 -1%
LPL Financial
15
LPL Financial
California
$716M -$120M -1,015,578 -14%
Charles Schwab
16
Charles Schwab
California
$619M +$191M +1,615,534 +45%
UBS Group
17
UBS Group
Switzerland
$555M +$62.2M +526,064 +13%
Goldman Sachs
18
Goldman Sachs
New York
$514M +$95.5M +808,058 +23%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$486M +$6.97M +58,945 +1%
NA
20
NextCapital Advisers
Illinois
$463M +$87.1M +737,489 +23%
Betterment LLC
21
Betterment LLC
New York
$451M +$72.7M +615,182 +19%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$387M +$47.3M +399,756 +14%
TF
23
TIAA FSB
Florida
$368M +$19.2M +162,097 +5%
QI
24
QS Investors
New York
$346M +$19.5M +165,338 +6%
Truist Financial
25
Truist Financial
North Carolina
$314M +$39M +330,186 +14%
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