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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
376
WealthSource Partners
California
$6.17M +$2.38M +21,200 +63%
RWP
377
RWA Wealth Partners
Massachusetts
$6.11M -$6.09M -54,237 -50%
BCM
378
Brookstone Capital Management
Illinois
$6.09M -$1.14M -10,113 -16%
TFA
379
Tobias Financial Advisors
Florida
$6.08M +$6.08M +54,149 New
TCM
380
Twin Capital Management
Pennsylvania
$6.05M -$261K -2,320 -4%
WA
381
Wilshire Advisors
California
$6.05M -$261K -2,320 -4%
LW
382
Linscomb Wealth
Texas
$5.99M +$947K +8,426 +19%
ACI
383
Alpha Cubed Investments
California
$5.93M +$272K +2,418 +5%
MC
384
Minot Capital
Colorado
$5.92M – – –
SFS
385
Sowell Financial Services
Arkansas
$5.92M -$3.58M -31,889 -38%
FMW
386
Farr Miller & Washington
District of Columbia
$5.91M +$104K +927 +2%
FCT
387
Family Capital Trust
Massachusetts
$5.9M -$32.9K -293 -0.6%
AL
388
Aspiriant LLC
California
$5.86M +$844K +7,511 +17%
PCMC
389
Paragon Capital Management (Colorado)
Colorado
$5.84M +$198K +1,761 +4%
RMC
390
Regis Management Company
California
$5.75M – – –
BBA
391
BLB&B Advisors
Pennsylvania
$5.74M +$266K +2,368 +5%
DWM
392
Doyle Wealth Management
Florida
$5.71M +$5.06M +45,062 +781%
KPWG
393
KFA Private Wealth Group
Virginia
$5.71M +$5.71M +50,787 New
PC
394
Premise Capital
Illinois
$5.69M -$530K -6,213 -9%
DWM
395
Darwin Wealth Management
Florida
$5.67M +$221K +1,967 +4%
PFT
396
Providence First Trust
Arizona
$5.66M +$138K +1,229 +2%
GIA
397
Gladstone Institutional Advisory
Florida
$5.59M +$782K +6,955 +16%
PCA
398
Peddock Capital Advisors
Massachusetts
$5.58M +$489K +4,350 +10%
TCBWMS
399
Texas Capital Bank Wealth Management Services
Texas
$5.51M +$5.51M +49,021 New
PA
400
Planning Alternatives
Michigan
$5.47M -$31.2K -278 -0.6%
14 15
16
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