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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,191 hedge funds and large institutions have $54.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 550 increasing their positions, 308 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
+151
Holders Change %
+14.52%
% of All Funds
23.52%
Holding in Top 10
247
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+21.67%
% of All Funds
4.88%
New
216
Increased
550
Reduced
308
Closed
51
Calls
$9.64M
Puts
$18M
Net Calls
-$8.33M
Net Calls Change
-$5.91M

Top Buyers

1
Citigroup
Citigroup
New York
$495M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$329M
3
Truist Financial
Truist Financial
North Carolina
$274M
4
GC
Guggenheim Capital
Illinois
$257M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$6.43B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$176M
2
SIM
Strategic Investment Management
Virginia
$7.46M
3
Wells Fargo
Wells Fargo
California
$6.02B
4
MGB
Mass General Brigham
Massachusetts
$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
226
Litman Gregory Wealth Management
California
$17.1M +$1.72M +15,315 +11%
ASN
227
Advisory Services Network
Georgia
$17M +$2.64M +23,455 +18%
VWA
228
Visionary Wealth Advisors
Illinois
$16.8M +$16.8M +149,789 New
SPP
229
Single Point Partners
Massachusetts
$16.8M +$16.8M +149,657 New
FA
230
FC Advisory
Pennsylvania
$16.8M -$29.6K -262 -0.2%
CL
231
CPWM LLC
Washington
$16M -$37.3K -332 -0.2%
SWP
232
Stratos Wealth Partners
Ohio
$15.8M +$1.11M +9,890 +8%
CB
233
Commerce Bank
Missouri
$15.6M +$3.43M +30,547 +28%
IFA
234
Interactive Financial Advisors
Illinois
$15.5M +$148K +1,316 +1%
AssetMark Inc
235
AssetMark Inc
California
$15.3M +$608K +5,412 +4%
CWM
236
Chesapeake Wealth Management
Virginia
$15.2M +$306K +2,723 +2%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$15M +$1.35M +12,028 +10%
SBWM
238
Sunflower Bank Wealth Management
Arizona
$14.9M -$468K -4,162 -3%
Victory Capital Management
239
Victory Capital Management
Texas
$14.7M -$73.4M -652,801 -83%
VIM
240
VCU Investment Management
Virginia
$14.6M – – –
LF
241
Lee Financial
Texas
$14.5M -$1.72M -15,296 -11%
SIA
242
Soltis Investment Advisors
Utah
$14.4M +$14.4M +128,113 New
BOH
243
Bank of Hawaii
Hawaii
$14.3M -$103K -917 -0.7%
VC
244
Vicus Capital
Pennsylvania
$14.3M +$510K +4,541 +4%
AF
245
Arrow Financial
New York
$14.2M +$5.17K +46 +0%
GI
246
Glovista Investments
New Jersey
$14.1M +$8.17M +72,692 +138%
DI
247
Diligent Investors
California
$14.1M +$3.09M +27,509 +28%
Canada Pension Plan Investment Board
248
Canada Pension Plan Investment Board
Ontario, Canada
$14M – – –
SFG
249
Summit Financial Group
West Virginia
$13.9M +$77.1K +686 +0.6%
SWM
250
Shakespeare Wealth Management
Wisconsin
$13.9M +$305K +2,714 +2%
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