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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 %
ST
451
Smithfield Trust
Pennsylvania
$4.08M +$2.09M +18,587 +105%
TPWA
452
TRUE Private Wealth Advisors
Oregon
$4.06M +$158K +1,403 +4%
IA
453
IFG Advisory
Georgia
$4.05M -$272K -2,421 -6%
DWM
454
Dakota Wealth Management
Florida
$4.04M +$120K +1,064 +3%
AMG
455
Asset Management Group
Connecticut
$4.04M +$39K +347 +1%
VCM
456
Virtue Capital Management
Tennessee
$4.03M +$1.23M +10,952 +44%
I
457
IberiaBank
Louisiana
$4M +$2.21M +19,679 +123%
Bessemer Group
458
Bessemer Group
New Jersey
$3.92M +$1.36M +12,098 +53%
ACM
459
AlphaStar Capital Management
North Carolina
$3.9M +$42.7K +380 +1%
CAM
460
Crestone Asset Management
Colorado
$3.9M – – –
PFA
461
Pure Financial Advisors
California
$3.83M +$154K +1,374 +4%
CAMG
462
CWA Asset Management Group
Florida
$3.82M -$486K -4,322 -11%
IFS
463
Ifrah Financial Services
Arkansas
$3.82M -$27.9K -248 -0.7%
CAL
464
Capital Advisors Ltd
Ohio
$3.82M +$199K +1,774 +6%
SFP
465
Shepherd Financial Partners
Massachusetts
$3.81M +$725K +6,454 +24%
FFA
466
Fragasso Financial Advisors
Pennsylvania
$3.79M +$2.17M +19,300 +134%
AAM
467
Autus Asset Management
Arizona
$3.78M +$713K +6,346 +23%
CANC
468
Culbertson A N & Co
Virginia
$3.78M +$153K +1,360 +4%
SFP
469
Strategic Financial Partners
Oregon
$3.77M +$3.77M +33,535 New
PIM
470
Parker Investment Management
California
$3.76M -$83.4K -742 -2%
BFWA
471
Benchmark Financial Wealth Advisors
Florida
$3.75M +$2.65M +23,625 +243%
OAM
472
Oppenheimer Asset Management
New York
$3.72M +$222K +1,977 +6%
TPCW
473
TD Private Client Wealth
New York
$3.71M +$3.71M +33,043 New
GVAG
474
Great Valley Advisor Group
Delaware
$3.69M +$243K +2,160 +7%
SIAM
475
Sterling Investment Advisors (Missouri)
Missouri
$3.67M +$245K +2,183 +7%
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