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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
376
Virtue Capital Management
Tennessee
$4.32M -$170M -1,524,834 -98%
PFT
377
Providence First Trust
Arizona
$4.27M -$199K -1,785 -4%
AL
378
Aspiriant LLC
California
$4.25M +$489K +4,392 +13%
WB
379
Webster Bank
Connecticut
$4.2M +$2.19M +19,680 +109%
CS
380
Comerica Securities
Michigan
$4.19M +$306K +2,747 +8%
RTC
381
Riverview Trust Company
Washington
$4.11M -$177K -1,587 -4%
GWMIA
382
Global Wealth Management Investment Advisory
Florida
$4.11M +$1.16M +10,385 +39%
MA
383
Mutual Advisors
Nebraska
$4.05M +$1.07M +9,633 +36%
TI
384
Tidal Investments
Wisconsin
$4.04M -$53.7K -482 -1%
KLCM
385
KG&L Capital Management
Louisiana
$4.03M -$28.9K -260 -0.7%
TSW
386
Thompson Siegel & Walmsley
Virginia
$4.03M -$4.45M -39,961 -52%
1SB
387
1ST Source Bank
Indiana
$3.98M -$9.24K -83 -0.2%
TFCP
388
Twin Focus Capital Partners
Massachusetts
$3.98M -$23.5K -211 -0.6%
CCG
389
Cypress Capital Group
Florida
$3.97M -$230K -2,066 -5%
SXL
390
Summit X LLC
Missouri
$3.96M +$341K +3,020 +9%
AMG
391
Asset Management Group
Connecticut
$3.94M -$38.4K -345 -1%
SSWM
392
Smith Salley Wealth Management
North Carolina
$3.9M +$2.6M +23,371 +201%
CAM
393
Crestone Asset Management
Colorado
$3.86M – – –
IFS
394
Ifrah Financial Services
Arkansas
$3.86M +$138K +1,238 +4%
CC
395
Cedar Capital
Illinois
$3.84M +$1.02M +9,136 +36%
AT
396
Arden Trust
Delaware
$3.84M +$3.84M +34,467 New
PIM
397
Parker Investment Management
California
$3.82M -$78.5K -705 -2%
APA
398
American Portfolios Advisors
New York
$3.81M -$760K -6,824 -17%
TPWA
399
TRUE Private Wealth Advisors
Oregon
$3.79M +$762K +6,842 +25%
ATPW
400
Ashton Thomas Private Wealth
Arizona
$3.78M +$712K +6,394 +23%
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16
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