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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 %
VanEck Associates
401
VanEck Associates
New York
$5.36M -$4.97M -44,197 -48%
FNBOO
402
First National Bank of Omaha
Nebraska
$5.28M +$1.22M +10,864 +30%
Susquehanna International Group
403
Susquehanna International Group
Pennsylvania
$5.27M -$15.7M -139,418 -75%
WCG
404
Weaver Consulting Group
California
$5.26M -$136K -1,200 -3%
FNBT
405
FineMark National Bank & Trust
Florida
$5.19M +$63K +561 +1%
SP
406
Sarasin & Partners
United Kingdom
$5.13M -$158K -1,407 -3%
GWMIA
407
Global Wealth Management Investment Advisory
Florida
$5.1M +$314K +2,796 +7%
EW
408
Element Wealth
Mississippi
$5.08M +$5.08M +45,209 New
MLFP
409
MPS Loria Financial Planners
Illinois
$5.08M -$46.5K -414 -0.9%
BPC
410
Banque Pictet & Cie
Switzerland
$5.07M +$272K +2,420 +6%
MBTD
411
Mechanics Bank - Trust Department
California
$5.02M +$299K +2,660 +6%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$4.99M +$2.35M +20,938 +89%
GC
413
Garde Capital
Washington
$4.96M +$127K +1,132 +3%
CRC
414
Curi RMB Capital
Illinois
$4.95M +$2.51M +22,355 +103%
SW
415
SVB Wealth
Massachusetts
$4.93M +$35.2K +313 +0.7%
BAC
416
Boys Arnold & Co
North Carolina
$4.89M +$767K +6,829 +19%
HI
417
Hudock Inc
Pennsylvania
$4.85M +$85K +754 +2%
SSWM
418
Smith Salley Wealth Management
North Carolina
$4.79M +$190K +1,692 +4%
C
419
Clearshares
New York
$4.78M – – –
TFCP
420
Twin Focus Capital Partners
Massachusetts
$4.76M +$809K +7,202 +20%
BAM
421
Brave Asset Management
New Jersey
$4.75M +$700K +6,227 +17%
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.7M +$748K +6,660 +19%
OCM
423
One Capital Management
California
$4.7M -$317K -2,823 -6%
QCM
424
Quest Capital Management
Texas
$4.65M -$418K -3,722 -8%
NL
425
NWAM LLC
Washington
$4.64M +$973K +8,661 +27%
15 16
17
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