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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 %
SFP
451
Shepherd Financial Partners
Massachusetts
$3.11M -$130K -1,146 -4%
PTC
452
Private Trust Company
Ohio
$3.1M -$96.4K -852 -3%
RIA
453
Regal Investment Advisors
Michigan
$3.09M +$378K +3,343 +14%
CCP
454
Cardan Capital Partners
Colorado
$3.09M +$146K +1,294 +5%
First Trust Advisors
455
First Trust Advisors
Illinois
$3.09M +$54.8K +484 +2%
AAM
456
Autus Asset Management
Arizona
$3.09M +$135K +1,191 +5%
VAG
457
VisionPoint Advisory Group
Texas
$3.08M +$192K +1,687 +7%
MIAN
458
Mariner Independent Advisor Network
Kansas
$3.06M +$275K +2,428 +10%
CCM
459
Canal Capital Management
Virginia
$3.05M +$40.1K +354 +1%
WWM
460
Western Wealth Management
Colorado
$2.98M -$15.9M -140,772 -84%
KBFS
461
Kohmann Bosshard Financial Services
Ohio
$2.96M +$7.36K +65 +0.2%
NFG
462
Next Financial Group
Texas
$2.95M -$478K -4,226 -14%
GRP
463
Global Retirement Partners
California
$2.95M +$6.11K +54 +0.2%
EWA
464
EP Wealth Advisors
California
$2.93M +$2.93M +25,873 New
PWA
465
Physician Wealth Advisors
Utah
$2.91M +$2.91M +25,775 New
BP
466
Ballentine Partners
Massachusetts
$2.86M +$160K +1,416 +6%
VCA
467
Verdence Capital Advisors
Maryland
$2.86M +$1.06M +9,411 +59%
FMWA
468
Forvis Mazars Wealth Advisors
Missouri
$2.85M +$1.02M +8,985 +56%
BS
469
Banco Santander
Spain
$2.84M – – –
VCM
470
Virtue Capital Management
Tennessee
$2.82M -$1.57M -13,852 -36%
SG
471
StoneX Group
New York
$2.82M -$3.32M -29,365 -54%
SWM
472
SVA Wealth Management
Wisconsin
$2.79M +$12.1K +107 +0.4%
EC
473
Estate Counselors
Wisconsin
$2.78M -$94.5K -835 -3%
WS
474
Wedbush Securities
California
$2.74M -$2.26K -20 -0.1%
CFG
475
CKW Financial Group
Hawaii
$2.72M +$8.37K +74 +0.3%
17 18
19
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