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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
+$468M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$329M
3
Truist Financial
Truist Financial
North Carolina
+$252M
4
GC
Guggenheim Capital
Illinois
+$250M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$198M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$307M
2
SIM
Strategic Investment Management
Virginia
-$184M
3
Wells Fargo
Wells Fargo
California
-$159M
4
MGB
Mass General Brigham
Massachusetts
-$118M
5
Deutsche Bank
Deutsche Bank
Germany
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
351
WealthShield Partners
North Carolina
$7.05M -$240K -2,139 -3%
Northern Trust
352
Northern Trust
Illinois
$7M +$758K +674,693 +12%
SIA
353
Sovereign Investment Advisors
Arizona
$6.99M +$6.99M +62,169 New
SFA
354
Stewardship Financial Advisors
Georgia
$6.96M +$940K +8,368 +16%
MCA
355
Magnolia Capital Advisors
Mississippi
$6.94M +$6.94M +61,773 New
FFA
356
First Foundation Advisors
California
$6.94M -$3.49M -31,015 -33%
CPO
357
Cerity Partners OCIO
New York
$6.9M -$553K -4,845 -7%
LFAS
358
Level Four Advisory Services
Texas
$6.87M +$2.9M +24,156 +73%
SWM
359
Sugarloaf Wealth Management
Georgia
$6.75M +$6.75M +60,029 New
GPA
360
Guidance Point Advisors
Massachusetts
$6.73M +$895K +7,986 +15%
AA
361
Ancora Advisors
Ohio
$6.62M +$679K +6,047 +11%
TFF
362
The Family Firm
Maryland
$6.55M -$105K -934 -2%
MPPLM
363
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.51M +$1.67M +14,889 +35%
BFM
364
Broadview Financial Management
Wisconsin
$6.47M +$285K +2,532 +5%
CFS
365
Cannon Financial Strategists
Georgia
$6.44M +$5.65M +50,247 +715%
OIWM
366
OptiFour Integrated Wealth Management
Virginia
$6.41M +$389K +3,464 +6%
NRI
367
NFP Retirement Inc
California
$6.41M +$6.41M +56,882 New
FAIM
368
Financial Advocates Investment Management
Washington
$6.38M +$281K +2,502 +5%
SS
369
Sunbelt Securities
Texas
$6.37M +$1.17M +10,419 +22%
FA
370
Fortis Advisors
Pennsylvania
$6.31M +$484K +4,308 +8%
DC
371
Derby & Company
Massachusetts
$6.3M +$6.3M +56,088 New
RFO
372
RiverGlades Family Offices
Florida
$6.3M -$76.4K -680 -1%
JGIA
373
Jackson Grant Investment Advisers
Connecticut
$6.23M +$639K +5,691 +11%
PWW
374
Pettyjohn Wood & White
Virginia
$6.21M -$95.5K -850 -2%
WA
375
Winfield Associates
Ohio
$6.21M +$795K +7,074 +15%
13 14
15
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