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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 %
SCA
476
STALEY CAPITAL ADVISERS
Pennsylvania
$2.72M – – –
WCM
477
Wealthcare Capital Management
Virginia
$2.71M +$835K +7,375 +44%
HCM
478
Hollencrest Capital Management
California
$2.7M +$108K +958 +4%
BA
479
Ballew Advisors
Mississippi
$2.66M +$220K +1,935 +9%
Rockefeller Capital Management
480
Rockefeller Capital Management
New York
$2.66M +$2.17M +19,162 +446%
AIA
481
Affinity Investment Advisors
California
$2.63M – – –
PP
482
PagnatoKarp Partners
Virginia
$2.63M +$302K +2,666 +13%
CCM
483
Context Capital Management
California
$2.6M – – –
DAS
484
Dynamic Advisor Solutions
Arizona
$2.58M -$373K -3,293 -13%
Bessemer Group
485
Bessemer Group
New Jersey
$2.58M -$541K -4,775 -17%
BSB
486
Bangor Savings Bank
Maine
$2.58M +$98.4K +869 +4%
AAP
487
Arax Advisory Partners
Colorado
$2.57M +$93K +822 +4%
CA
488
Commerzbank Aktiengesellschaft
Germany
$2.57M -$2.15M -19,000 -46%
TCM
489
Traynor Capital Management
Pennsylvania
$2.57M +$554K +4,896 +28%
FCMT
490
Founders Capital Management (Texas)
Texas
$2.57M +$2.46M +21,730 +2,312%
AG
491
AlphaSimPlex Group
Massachusetts
$2.54M – – –
CAM
492
Cresset Asset Management
Illinois
$2.53M +$1.11M +9,847 +78%
OWM
493
Orgel Wealth Management
Wisconsin
$2.52M +$1.13K +10 +0%
PAS
494
Park Avenue Securities
New York
$2.51M +$2.51M +22,143 New
PIMG
495
Patriot Investment Management Group
Tennessee
$2.49M +$96.7K +851 +4%
SHGA
496
Sand Hill Global Advisors
California
$2.48M +$357K +3,158 +17%
VWA
497
V Wealth Advisors
Kansas
$2.48M +$762K +6,736 +44%
CRC
498
Curi RMB Capital
Illinois
$2.46M -$2.77M -24,486 -53%
JWS
499
Juncture Wealth Strategies
Arizona
$2.44M +$197K +1,737 +9%
CC
500
Cadinha & Co
Hawaii
$2.42M -$38.9K -344 -2%
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