AGG icon

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 %
LBD
276
Landsberg Bennett & Dubbaneh
Florida
$11.5M +$11.5M +101,670 New
WT
277
Washington Trust
Rhode Island
$11.2M +$315K +2,806 +3%
DT
278
Diversified Trust
Tennessee
$11.2M -$3.61M -32,111 -24%
Impax Asset Management Group
279
Impax Asset Management Group
United Kingdom
$11M +$11M +98,200 New
PGWM
280
Parisi Gray Wealth Management
New Jersey
$10.9M +$10.9M +97,377 New
CA
281
Calton & Associates
Florida
$10.8M -$1.83M -16,316 -15%
HWA
282
Heartwood Wealth Advisors
Virginia
$10.8M +$10.8M +95,911 New
CAM
283
Caprin Asset Management
Virginia
$10.8M -$282K -2,513 -3%
SA
284
Sunesis Advisors
Kansas
$10.6M -$89.9K -800 -0.8%
GC
285
Grimes & Company
Massachusetts
$10.5M +$2.52M +22,430 +32%
WB
286
Webster Bank
Connecticut
$10.5M +$3.5M +31,137 +50%
FP
287
Fiduciary Planning
Florida
$10.4M +$10.4M +91,619 New
BWCS
288
Beirne Wealth Consulting Services
Connecticut
$10.4M +$4.5M +40,079 +77%
FFS
289
Founders Financial Securities
Maryland
$10.4M -$177K -1,571 -2%
HI
290
Horizon Investments
North Carolina
$10.3M -$174K -1,545 -2%
WA
291
Waverly Advisors
Alabama
$10.2M -$531K -4,664 -5%
LPWM
292
Lake Point Wealth Management
Texas
$10.1M +$10.1M +90,315 New
HFS
293
HBC Financial Services
Washington
$10.1M +$10.1M +89,660 New
SHWM
294
Smith & Howard Wealth Management
Georgia
$10.1M +$1.45M +12,903 +17%
HW
295
Hancock Whitney
Mississippi
$9.91M -$5.04M -44,820 -34%
WBC
296
Westpac Banking Corp
Australia
$9.89M +$9.89M +88,000 New
GLA
297
Good Life Advisors
Pennsylvania
$9.86M +$185K +1,642 +2%
B
298
Bailard
California
$9.84M -$820K -7,300 -8%
CIBC World Market
299
CIBC World Market
Ontario, Canada
$9.81M +$375K +3,335 +4%
TC
300
Telemus Capital
Michigan
$9.78M +$7.78M +69,196 +389%
10 11
12
13 14