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 %
Squarepoint
476
Squarepoint
New York
$2.48M +$2.48M +22,253 New
OWM
477
Orgel Wealth Management
Wisconsin
$2.48M +$370K +3,321 +18%
BWP
478
BSW Wealth Partners
Colorado
$2.48M -$139K -1,250 -5%
AAP
479
Arax Advisory Partners
Colorado
$2.44M +$2.44M +21,919 New
BSB
480
Bangor Savings Bank
Maine
$2.44M -$596K -5,353 -20%
CC
481
Cadinha & Co
Hawaii
$2.42M +$34.5K +310 +1%
CWM
482
CCG Wealth Management
California
$2.39M -$28.1K -252 -1%
BA
483
Ballew Advisors
Mississippi
$2.39M +$10.2K +92 +0.4%
RCIM
484
Red Cedar Investment Management
Michigan
$2.38M -$4.45M -39,945 -65%
OFG
485
Omega Financial Group
California
$2.37M +$103K +923 +5%
PIMG
486
Patriot Investment Management Group
Tennessee
$2.35M -$113K -1,017 -5%
WA
487
Winfield Associates
Ohio
$2.34M +$272K +2,440 +13%
W
488
Wealthquest
Ohio
$2.3M +$61K +548 +3%
SI
489
Stephens Inc
Arkansas
$2.29M -$17.9K -161 -0.8%
PP
490
PagnatoKarp Partners
Virginia
$2.29M +$2.9K +26 +0.1%
FHC
491
First Heartland Consultants
Missouri
$2.23M -$7.83M -70,346 -78%
DBRC
492
D.B. Root & Company
Pennsylvania
$2.22M +$405K +3,642 +22%
CWA
493
Clarus Wealth Advisors
Arizona
$2.22M +$445K +3,997 +25%
JWS
494
Juncture Wealth Strategies
Arizona
$2.2M +$466K +4,182 +27%
DPI
495
Diversified Portfolios Inc
Michigan
$2.17M +$36.2K +325 +2%
Millennium Management
496
Millennium Management
New York
$2.15M -$2.1M -18,900 -49%
WPSG
497
Wealth & Pension Services Group
Georgia
$2.13M -$11K -99 -0.5%
ML
498
McAdam LLC
Pennsylvania
$2.13M +$247K +2,217 +13%
CA
499
Continuum Advisory
Idaho
$2.11M -$258K -2,323 -11%
BIA
500
Bigelow Investment Advisors
Maine
$2.1M +$83.5K +750 +4%
18 19
20
21 22