AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
301
Sentinel Trust
Texas
$7.62M -$132K -1,166 -2%
CCT
302
Capital City Trust
Florida
$7.62M -$144K -1,274 -2%
EPM
303
Elm Partners Management
Pennsylvania
$7.62M -$217K -1,917 -3%
CPO
304
Cerity Partners OCIO
New York
$7.39M +$24K +212 +0.3%
CTA
305
Chesley Taft & Associates
Illinois
$7.35M +$915K +8,089 +14%
WP
306
WealthShield Partners
North Carolina
$7.34M +$222K +1,962 +3%
EGA
307
E&G Advisors
Texas
$7.33M -$28.3K -250 -0.4%
GFPC
308
Global Financial Private Capital
Florida
$7.29M +$1.21M +10,693 +20%
BCM
309
Brookstone Capital Management
Illinois
$7.28M +$684K +6,042 +10%
WCM
310
Wunderlich Capital Managemnt
Tennessee
$7.27M -$51.9K -459 -0.7%
SYBT
311
Stock Yards Bank & Trust
Kentucky
$7.19M +$1.08M +9,540 +18%
WHG
312
Westwood Holdings Group
Texas
$7.14M +$266K +2,348 +4%
WIC
313
Whitegate Investment Counselors
New Hampshire
$7.12M +$1.99M +17,569 +39%
GC
314
Guggenheim Capital
Illinois
$7.11M -$149K -1,315 -2%
AAS
315
Avantax Advisory Services
Texas
$7.08M +$1.06M +9,352 +18%
TIA
316
Tiemann Investment Advisors
California
$7.04M +$1.08M +9,535 +18%
Millennium Management
317
Millennium Management
New York
$7.03M +$4.85M +42,814 +222%
WB
318
Webster Bank
Connecticut
$7.02M +$2.75M +24,266 +64%
APA
319
American Portfolios Advisors
New York
$6.92M +$3.05M +26,939 +79%
A
320
AdvicePeriod
California
$6.84M +$1.02M +8,972 +18%
PA
321
PFW Advisors
Georgia
$6.73M +$6.73M +66,407 New
PI
322
PFS Investments
Georgia
$6.72M +$694K +6,134 +12%
TFF
323
The Family Firm
Maryland
$6.7M -$30.9K -273 -0.5%
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.7M -$3.42M -30,261 -34%
LNC
325
Lincoln National Corp
Pennsylvania
$6.66M -$1.27M -11,231 -16%
11 12
13
14 15