AGG icon

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 %
TRCT
451
Tower Research Capital (TRC)
New York
$2.85M +$2.07M +18,547 +262%
EC
452
Estate Counselors
Wisconsin
$2.83M +$8.91K +80 +0.3%
VAG
453
VisionPoint Advisory Group
Texas
$2.82M +$176K +1,578 +7%
OC
454
Oppenheimer & Co
New York
$2.81M -$750K -6,736 -21%
BS
455
Banco Santander
Spain
$2.8M +$2.8M +25,112 New
BWM
456
BerganKDV Wealth Management
Minnesota
$2.76M -$300K -2,691 -10%
MIAN
457
Mariner Independent Advisor Network
Kansas
$2.74M +$689K +6,192 +34%
SWM
458
SVA Wealth Management
Wisconsin
$2.73M -$103K -925 -4%
WS
459
Wedbush Securities
California
$2.7M +$80.4K +722 +3%
NEGWA
460
New England Guild Wealth Advisors
Connecticut
$2.69M +$333K +2,994 +14%
SCA
461
STALEY CAPITAL ADVISERS
Pennsylvania
$2.67M – – –
RIA
462
Regal Investment Advisors
Michigan
$2.67M +$60.7K +545 +2%
CFG
463
CKW Financial Group
Hawaii
$2.67M +$65.1K +585 +2%
SSW
464
Smith Shellnut Wilson
Mississippi
$2.67M +$2.67M +23,943 New
BP
465
Ballentine Partners
Massachusetts
$2.66M -$110K -987 -4%
5L
466
55I LLC
Massachusetts
$2.64M +$33.6K +302 +1%
SIA
467
Strategic Investment Advisors
Michigan
$2.64M +$257K +2,293 +11%
AIA
468
Affinity Investment Advisors
California
$2.59M – – –
MG
469
Mather Group
Illinois
$2.57M +$649K +5,826 +34%
CCM
470
Context Capital Management
California
$2.56M – – –
HCM
471
Hollencrest Capital Management
California
$2.55M -$89.2K -801 -3%
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$2.51M -$79.3K -712 -3%
JCM
473
Jacobi Capital Management
Pennsylvania
$2.51M +$258K +2,316 +11%
AG
474
AlphaSimPlex Group
Massachusetts
$2.5M – – –
TFA
475
Transamerica Financial Advisors
Florida
$2.48M +$2.39M +21,458 +2,626%
17 18
19
20 21