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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 %
EWM
301
Executive Wealth Management
Michigan
$9.74M +$917K +8,158 +10%
Comerica Bank
302
Comerica Bank
Texas
$9.74M +$3.35M +29,301 +52%
CCT
303
Country Club Trust
Missouri
$9.6M +$1.92M +17,011 +25%
PFM
304
Peak Financial Management
Massachusetts
$9.57M -$7.42K -66 -0.1%
PCWA
305
Pacific Capital Wealth Advisors
California
$9.56M +$9.56M +85,104 New
IWP
306
IAG Wealth Partners
Wisconsin
$9.54M +$9.54M +84,848 New
Cetera Investment Advisers
307
Cetera Investment Advisers
Illinois
$9.53M +$824K +7,343 +9%
ISWM
308
Independent Solutions Wealth Management
New York
$9.48M +$9.48M +84,358 New
CM
309
Columbus Macro
Pennsylvania
$9.39M -$449K -4,000 -5%
FSA
310
Financial Sense Advisors
California
$9.26M +$8.78M +78,110 +1,809%
KWM
311
Kingsview Wealth Management
Oregon
$9.25M +$511K +4,543 +6%
WWM
312
Western Wealth Management
Colorado
$9.19M +$6.23M +55,342 +210%
EIA
313
Eldridge Investment Advisors
New Hampshire
$9.19M -$1.22M -10,858 -12%
JWCA
314
J.W. Cole Advisors
Florida
$9.17M +$9.17M +81,645 New
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$8.99M +$64.3K +572 +0.7%
EGA
316
E&G Advisors
Texas
$8.95M +$1.68M +14,908 +23%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$8.85M +$780K +6,940 +10%
PT
318
Plimoth Trust
Massachusetts
$8.82M +$62.6K +557 +0.7%
RWG
319
Regal Wealth Group
California
$8.68M -$77.8K -692 -0.9%
CTA
320
Chesley Taft & Associates
Illinois
$8.66M +$1.36M +12,084 +19%
SC
321
Scotia Capital
Ontario, Canada
$8.63M +$114K +1,010 +1%
LNC
322
Lincoln National Corp
Pennsylvania
$8.62M +$2M +17,816 +30%
CAG
323
Crestwood Advisors Group
Massachusetts
$8.61M +$193K +1,714 +2%
LSAG
324
Lake Street Advisors Group
New Hampshire
$8.45M -$142K -1,262 -2%
BRC
325
BHF RG Capital
Arizona
$8.42M +$8.42M +74,906 New
11 12
13
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