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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 %
HNB
326
Huntington National Bank
Ohio
$8.38M -$8.52M – –
PAG
327
Pinnacle Advisory Group
Maryland
$8.31M +$192K +1,712 +2%
MLICM
328
Metropolitan Life Insurance Company (MetLife)
New York
$8.25M – – –
AIM
329
Acropolis Investment Management
Missouri
$8.24M -$1.1M -9,809 -12%
ACP
330
Aveo Capital Partners
Colorado
$8.19M +$3.34M +29,715 +69%
VOYA Investment Management
331
VOYA Investment Management
Georgia
$8.12M -$89.2K -794 -1%
ST
332
Sentinel Trust
Texas
$8.02M +$451K +4,012 +6%
GFPC
333
Global Financial Private Capital
Florida
$7.93M +$697K +6,201 +10%
PI
334
PFS Investments
Georgia
$7.92M +$1.25M +11,106 +19%
SYBT
335
Stock Yards Bank & Trust
Kentucky
$7.89M +$745K +6,632 +10%
IWA
336
Independence Wealth Advisors
Virginia
$7.72M +$1.82M +16,208 +31%
TIA
337
Tiemann Investment Advisors
California
$7.67M +$673K +5,991 +10%
SHJ
338
Sharkey, Howes & Javer
Colorado
$7.66M -$337K -2,997 -4%
A
339
AdvicePeriod
California
$7.59M +$811K +7,178 +12%
PR
340
Payden & Rygel
California
$7.59M -$2.25K -20 -0%
IA
341
IFP Advisors
Florida
$7.52M -$3.54M -31,488 -32%
AF
342
Advisornet Financial
Minnesota
$7.49M +$2.04M +18,164 +37%
SIM
343
Strategic Investment Management
Virginia
$7.46M -$184M -1,634,111 -96%
AWM
344
Argent Wealth Management
Massachusetts
$7.4M +$7.4M +65,877 New
WIC
345
Whitegate Investment Counselors
New Hampshire
$7.35M +$276K +2,456 +4%
CCT
346
Capital City Trust
Florida
$7.22M -$340K -3,030 -5%
ACA
347
Affinity Capital Advisors
California
$7.22M +$7.22M +64,224 New
EPM
348
Elm Partners Management
Pennsylvania
$7.21M -$408K -3,602 -5%
WCM
349
Wunderlich Capital Managemnt
Tennessee
$7.2M -$25.4K -226 -0.4%
RWRC
350
R.W. Roge & Company
New York
$7.13M +$7.13M +63,108 New
12 13
14
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