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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
401
Brinker Capital Investments
Pennsylvania
$4.1M -$4.16M -36,730 -50%
1NWS
402
1 North Wealth Services
Maryland
$4.1M +$4.1M +36,191 New
FNBOO
403
First National Bank of Omaha
Nebraska
$4.09M +$2.03M +17,978 +99%
BAM
404
Brave Asset Management
New Jersey
$4.08M +$904K +7,987 +28%
OMC
405
Old Mission Capital
Illinois
$4.06M -$119M -1,048,704 -97%
AMG
406
Asset Management Group
Connecticut
$4.03M +$24.4K +216 +0.6%
MA
407
Mutual Advisors
Nebraska
$4.02M -$95.5K -844 -2%
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.98M -$802K -7,082 -17%
TFCP
409
Twin Focus Capital Partners
Massachusetts
$3.98M -$69.4K -613 -2%
GAG
410
GM Advisory Group
New York
$3.96M +$613K +5,417 +18%
DWM
411
Dakota Wealth Management
Florida
$3.95M +$2.13M +18,788 +117%
TPWA
412
TRUE Private Wealth Advisors
Oregon
$3.93M +$76.5K +676 +2%
CAM
413
Crestone Asset Management
Colorado
$3.93M – – –
ACM
414
AlphaStar Capital Management
North Carolina
$3.89M +$677K +5,982 +21%
IFS
415
Ifrah Financial Services
Arkansas
$3.87M -$44.7K -395 -1%
PIM
416
Parker Investment Management
California
$3.87M -$15.2K -134 -0.4%
WP
417
WealthSource Partners
California
$3.82M -$2.06M -18,174 -35%
LFAS
418
Level Four Advisory Services
Texas
$3.75M -$81.5K -720 -2%
WAM
419
Wakefield Asset Management
Colorado
$3.75M +$156K +1,375 +4%
PFA
420
Pure Financial Advisors
California
$3.7M -$70.3K -621 -2%
APP
421
Avantax Planning Partners
Iowa
$3.7M -$18.4K -163 -0.5%
PCMK
422
Paragon Capital Management (Kansas)
Kansas
$3.7M +$57K +504 +2%
NL
423
NWAM LLC
Washington
$3.69M +$319K +2,816 +9%
SC
424
Savant Capital
Illinois
$3.66M +$157K +1,385 +4%
CANC
425
Culbertson A N & Co
Virginia
$3.65M -$49.9K -441 -1%
15 16
17
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