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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 %
SCP
251
Silverleafe Capital Partners
Tennessee
$13.8M -$164K -1,460 -1%
FCIM
252
Fairview Capital Investment Management
California
$13.7M +$1.71M +15,249 +14%
RT
253
Rockland Trust
Massachusetts
$13.5M -$1.64M -14,635 -11%
Citadel Advisors
254
Citadel Advisors
Florida
$13.4M +$13.4M +119,603 New
SWP
255
Summit Wealth Partners
Florida
$13.4M +$13.4M +119,138 New
WR
256
Watson Rebecca
$13.2M +$13.2M +117,852 New
SAG
257
Spotlight Asset Group
Illinois
$13.2M +$13.2M +112,258 New
NAM
258
North American Management
Massachusetts
$13.1M +$70.8K +630 +0.5%
BWA
259
BlueSky Wealth Advisors
North Carolina
$13.1M -$170K -1,504 -1%
PA
260
Parkside Advisors
California
$13.1M +$280K +2,491 +2%
WHG
261
Westwood Holdings Group
Texas
$13.1M +$5.98M +53,223 +84%
GLLW
262
Graves Light Lenhart Wealth
Virginia
$13M +$641K +5,707 +5%
WT
263
Whittier Trust
California
$12.9M -$809K -7,200 -6%
HFA
264
High Falls Advisors
New York
$12.9M +$645K +5,737 +5%
MA
265
Mutual Advisors
Nebraska
$12.8M +$8.84M +78,669 +221%
CIP
266
Capital Insight Partners
Arizona
$12.5M +$12.5M +111,660 New
WB
267
WesBanco Bank
West Virginia
$12.4M +$1.23M +10,932 +11%
CJA
268
C-J Advisory
California
$12.3M +$694K +6,175 +6%
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$3.76M +33,446 +45%
W
270
WealthStone
Ohio
$12.1M +$857K +7,626 +8%
RCG
271
Rock Creek Group
District of Columbia
$12.1M +$12.1M +107,544 New
AI
272
Atria Investments
North Carolina
$11.8M +$1.43M +12,712 +14%
SCM
273
SCS Capital Management
Massachusetts
$11.8M +$2.9M +25,784 +33%
CFB
274
Cullen/Frost Bankers
Texas
$11.7M +$2.34M +20,787 +25%
PWP
275
Personal Wealth Partners
Minnesota
$11.6M -$2.86M -25,463 -20%
9 10
11
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