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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
251
Diligent Investors
California
$10.3M +$10.3M +92,290 New
CAM
252
Caprin Asset Management
Virginia
$10M +$671K +6,030 +7%
Manulife (Manufacturers Life Insurance)
253
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.96M -$3.44M -30,927 -26%
WA
254
Waverly Advisors
Alabama
$9.85M -$428K -3,848 -4%
AIM
255
Acropolis Investment Management
Missouri
$9.58M -$454K -4,074 -5%
CI
256
Cavalier Investments
Georgia
$9.56M +$9.56M +85,834 New
AI
257
Atria Investments
North Carolina
$9.47M -$4.2M -37,134 -31%
PFM
258
Peak Financial Management
Massachusetts
$9.19M +$216K +1,942 +2%
HNB
259
Huntington National Bank
Ohio
$9.06M -$7.95M – –
LPWM
260
Lake Point Wealth Management
Texas
$8.99M – – –
VOYA Investment Management
261
VOYA Investment Management
Georgia
$8.98M -$26.7M -239,899 -75%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$8.81M +$145K +1,304 +2%
FIA
263
Foundations Investment Advisors
Arizona
$8.72M +$8.72M +78,153 New
CFB
264
Cullen/Frost Bankers
Texas
$8.64M +$975K +8,753 +13%
RWG
265
Regal Wealth Group
California
$8.61M +$213K +1,916 +3%
LSAG
266
Lake Street Advisors Group
New Hampshire
$8.57M -$263K -2,361 -3%
KWM
267
Kingsview Wealth Management
Oregon
$8.56M +$875K +7,855 +11%
PT
268
Plimoth Trust
Massachusetts
$8.56M -$197K -1,766 -2%
JSA
269
Jacobson & Schmitt Advisors
Wisconsin
$8.52M +$1.49M +13,400 +21%
CPP
270
Crow Point Partners
Massachusetts
$8.44M -$2.84M -25,505 -25%
EWM
271
Executive Wealth Management
Michigan
$8.34M -$3.34M -29,981 -29%
PAG
272
Pinnacle Advisory Group
Maryland
$8.31M -$151K -1,354 -2%
FCIM
273
Fairview Capital Investment Management
California
$8.3M +$184K +1,650 +2%
LA
274
LVW Advisors
New York
$8.25M -$7.96M -71,520 -49%
CAG
275
Crestwood Advisors Group
Massachusetts
$8.19M -$125K -1,121 -2%
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