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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 %
CAL
426
Capital Advisors Ltd
Ohio
$3.64M – – –
5L
427
55I LLC
Massachusetts
$3.57M +$884K +7,808 +33%
OAM
428
Oppenheimer Asset Management
New York
$3.52M +$73K +645 +2%
HT
429
Hefren-Tillotson
Pennsylvania
$3.49M +$29.2K +258 +0.8%
GVAG
430
Great Valley Advisor Group
Delaware
$3.47M +$376K +3,324 +12%
BAM
431
Baldrige Asset Management
Pennsylvania
$3.47M +$556K +4,909 +19%
SIAM
432
Sterling Investment Advisors (Missouri)
Missouri
$3.45M -$7.92K -70 -0.2%
PP
433
Prudential plc
United Kingdom
$3.45M -$2.97M -26,200 -46%
MGIA
434
Moneta Group Investment Advisors
Missouri
$3.43M +$298K +2,630 +9%
Luther King Capital Management (LKCM)
435
Luther King Capital Management (LKCM)
Texas
$3.42M -$3.24M – –
BFA
436
Beaumont Financial Advisors
Massachusetts
$3.4M -$2.91M -25,723 -46%
JHCP
437
Jackson Hole Capital Partners
Oklahoma
$3.39M +$1.81M +15,965 +114%
ARG
438
Advisory Resource Group
Oklahoma
$3.37M +$48.2K +426 +1%
IC
439
Innealta Capital
Texas
$3.3M -$3.46M -30,537 -51%
NI
440
NYL Investors
New York
$3.27M +$11.3K +100 +0.3%
JIR
441
James Investment Research
Ohio
$3.26M -$101K -896 -3%
BB
442
Busey Bank
Illinois
$3.25M +$3.25M +28,723 New
BA
443
Boston Advisors
Massachusetts
$3.25M +$2.99M +26,406 +1,161%
PFG
444
Pacific Financial Group
Washington
$3.24M +$5.57K +50 +0.2%
ISL
445
Ingalls & Snyder LLC
New York
$3.24M – – –
BWM
446
BerganKDV Wealth Management
Minnesota
$3.24M +$431K +3,811 +15%
SAS
447
Sage Advisory Services
Texas
$3.18M -$107K -948 -3%
OC
448
Oppenheimer & Co
New York
$3.16M +$298K +2,637 +10%
NEGWA
449
New England Guild Wealth Advisors
Connecticut
$3.14M +$409K +3,611 +15%
SIA
450
Strategic Investment Advisors
Michigan
$3.11M +$450K +3,976 +17%
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