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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.

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
1
Citigroup
New York
$495M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$452M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$329M
4
Truist Financial
4
Truist Financial
North Carolina
$274M
5
GC
5
Guggenheim Capital
Illinois
$257M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$176M
2
SIM
2
Strategic Investment Management
Virginia
$7.46M
3
Wells Fargo
3
Wells Fargo
California
$6.02B
4
Deutsche Bank
4
Deutsche Bank
Germany
$29.3M
5
QI
5
QS Investors
New York
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$301M 2,677,153 +96,962 +4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$293M 2,605,937 +304,826 +13%
Truist Financial
28
Truist Financial
North Carolina
$274M 2,438,251 +2,246,538 +1,172%
GC
29
Guggenheim Capital
Illinois
$257M 2,289,796 +2,226,933 +3,543%
WI
30
WealthNavi Inc
Japan
$245M 2,178,889 +281,017 +15%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$244M 2,175,770 +285,895 +15%
USAA
32
United Services Automobile Association
Texas
$231M 2,050,715 +193,257 +10%
Stifel Financial
33
Stifel Financial
Missouri
$228M 2,024,677 +1,130,246 +126%
Franklin Resources
34
Franklin Resources
California
$207M 1,843,625 -336,419 -15%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$205M 1,826,537 +126,973 +7%
Prudential Financial
36
Prudential Financial
New Jersey
$190M 1,694,596 -60,908 -3%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$183M 1,631,670 +203,836 +14%
CSIA
38
Charles Schwab Investment Advisory
California
$176M 1,566,405 -2,730,801 -64%
AAS
39
Avantax Advisory Services
Texas
$171M 1,518,324 +1,455,713 +2,325%
BL
40
Balentine LLC
Georgia
$168M 1,493,979 +66,559 +5%
DADC
41
D.A. Davidson & Co
Montana
$166M 1,475,966 +64,184 +5%
AG
42
Advisor Group
Arizona
$157M 1,396,112 +19,985 +1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$156M 1,388,855 +35,438 +3%
Barclays
44
Barclays
United Kingdom
$151M 1,345,100 -485,931 -27%
DWM
45
Destination Wealth Management
California
$150M 1,332,901 +42,902 +3%
KeyBank National Association
46
KeyBank National Association
Ohio
$148M 1,313,402 +16,491 +1%
SWM
47
SigFig Wealth Management
California
$146M 1,301,877 +155,802 +14%
LMIM
48
Lockheed Martin Investment Management
Maryland
$136M 1,210,000 +120,000 +11%
Mariner
49
Mariner
Kansas
$125M 1,113,203 +181,190 +19%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$125M 1,110,843 +231,764 +26%
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