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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 %
SS
426
Sunbelt Securities
Texas
$3.29M -$117K -1,048 -3%
PA
427
PFG Advisors
Arizona
$3.28M +$70.4K +633 +2%
ARG
428
Advisory Resource Group
Oklahoma
$3.27M +$1.29M +11,599 +65%
Luther King Capital Management (LKCM)
429
Luther King Capital Management (LKCM)
Texas
$3.24M -$3.06M – –
CAMG
430
CWA Asset Management Group
Florida
$3.23M +$941K +8,454 +41%
SAS
431
Sage Advisory Services
Texas
$3.23M +$1.94M +17,448 +151%
NI
432
NYL Investors
New York
$3.21M -$22.3K -200 -0.7%
SFP
433
Shepherd Financial Partners
Massachusetts
$3.18M -$1.35M -12,151 -30%
ISL
434
Ingalls & Snyder LLC
New York
$3.18M -$6.68K -60 -0.2%
PFG
435
Pacific Financial Group
Washington
$3.17M – – –
ACM
436
AlphaStar Capital Management
North Carolina
$3.16M +$713K +6,401 +29%
PTC
437
Private Trust Company
Ohio
$3.15M +$648K +5,823 +26%
BAM
438
Brave Asset Management
New Jersey
$3.13M +$2.22M +19,918 +245%
MGIA
439
Moneta Group Investment Advisors
Missouri
$3.08M +$47.8K +429 +2%
Bessemer Group
440
Bessemer Group
New Jersey
$3.07M -$2.63M -23,619 -46%
WTB
441
Washington Trust Bank
Washington
$3.07M +$3.07M +27,545 New
GVAG
442
Great Valley Advisor Group
Delaware
$3.05M -$3.01M -27,002 -50%
First Trust Advisors
443
First Trust Advisors
Illinois
$2.99M -$47.2K -424 -2%
CCM
444
Canal Capital Management
Virginia
$2.96M -$64.5K -579 -2%
AAM
445
Autus Asset Management
Arizona
$2.91M -$56.2K -505 -2%
DAS
446
Dynamic Advisor Solutions
Arizona
$2.91M +$46.5K +418 +2%
KBFS
447
Kohmann Bosshard Financial Services
Ohio
$2.91M +$9.24K +83 +0.3%
CCP
448
Cardan Capital Partners
Colorado
$2.9M +$33.6K +302 +1%
GRP
449
Global Retirement Partners
California
$2.89M +$723K +6,494 +33%
BAM
450
Baldrige Asset Management
Pennsylvania
$2.87M +$123K +1,106 +4%
16 17
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