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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 %
GAG
426
GM Advisory Group
New York
$4.57M +$632K +5,627 +16%
HWA
427
Hillcrest Wealth Advisors
New Jersey
$4.5M +$140K +1,250 +3%
1NWS
428
1 North Wealth Services
Maryland
$4.48M +$410K +3,653 +10%
ECM
429
Exchange Capital Management
Michigan
$4.45M -$121K -1,078 -3%
HAS
430
HBW Advisory Services
California
$4.45M +$220K +1,949 +5%
FWP
431
FAS Wealth Partners
Kansas
$4.43M -$49.1K -437 -1%
PG
432
Prostatis Group
Maryland
$4.4M +$4.4M +39,146 New
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$4.37M +$10.5K +93 +0.2%
APA
434
American Portfolios Advisors
New York
$4.36M -$2.51M -22,369 -37%
CS
435
Comerica Securities
Michigan
$4.34M -$4.65M -41,425 -52%
HSA
436
HBK Sorce Advisory
Pennsylvania
$4.33M -$115K -1,027 -3%
VCA
437
Verdence Capital Advisors
Maryland
$4.33M +$1.48M +13,196 +52%
RA
438
RFG Advisory
Alabama
$4.31M -$1.09M -9,742 -20%
IAN
439
Integrated Advisors Network
Texas
$4.3M +$4.3M +38,237 New
KLCM
440
KG&L Capital Management
Louisiana
$4.29M +$104K +924 +2%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$4.29M +$2.53M +22,500 +144%
1SB
442
1ST Source Bank
Indiana
$4.25M +$121K +1,076 +3%
IFAM
443
Institutional & Family Asset Management
Colorado
$4.23M +$82.2K +732 +2%
BWP
444
Bernardo Wealth Planning
Pennsylvania
$4.22M +$3.07M +27,341 +268%
CRCM
445
Corbett Road Capital Management
Virginia
$4.22M +$4.22M +37,515 New
PAS
446
Park Avenue Securities
New York
$4.2M +$1.71M +15,238 +69%
CC
447
Cedar Capital
Illinois
$4.2M +$31.5K +280 +0.8%
RTC
448
Riverview Trust Company
Washington
$4.12M -$31K -276 -0.7%
FMWA
449
Forvis Mazars Wealth Advisors
Missouri
$4.11M +$1.28M +11,395 +45%
TI
450
Tidal Investments
Wisconsin
$4.1M -$30.2K -269 -0.7%
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