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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 %
AWM
476
Atticus Wealth Management
Florida
$3.67M +$3.67M +32,656 New
BAM
477
Baldrige Asset Management
Pennsylvania
$3.66M +$212K +1,891 +6%
SG
478
StoneX Group
New York
$3.65M +$853K +7,587 +30%
SFPM
479
Sensible Financial Planning & Management
Massachusetts
$3.64M -$2.54M -22,645 -41%
TSW
480
Thompson Siegel & Walmsley
Virginia
$3.63M -$588K -5,234 -14%
APP
481
Avantax Planning Partners
Iowa
$3.63M -$38.7K -344 -1%
SC
482
Savant Capital
Illinois
$3.59M -$42.1K -375 -1%
PCP
483
Proficio Capital Partners
Massachusetts
$3.59M +$1.24M +11,036 +53%
G
484
GenTrust
Florida
$3.57M -$6.8M -60,536 -66%
DL
485
DOHJ LLC
Washington
$3.56M +$3.56M +31,652 New
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$3.53M -$3.42M – –
TT
487
TI-Trust
Illinois
$3.5M +$3.5M +31,116 New
HT
488
Hefren-Tillotson
Pennsylvania
$3.46M -$5.96K -53 -0.2%
PCMK
489
Paragon Capital Management (Kansas)
Kansas
$3.43M -$236K -2,102 -6%
BFA
490
Beaumont Financial Advisors
Massachusetts
$3.38M +$7.87K +70 +0.2%
SSG
491
Summit Securities Group
New York
$3.37M +$3.37M +30,000 New
JHCP
492
Jackson Hole Capital Partners
Oklahoma
$3.36M – – –
BWM
493
BerganKDV Wealth Management
Minnesota
$3.36M +$146K +1,296 +5%
MGIA
494
Moneta Group Investment Advisors
Missouri
$3.32M -$84.7K -754 -2%
IC
495
Innealta Capital
Texas
$3.31M +$35.3K +314 +1%
BB
496
Busey Bank
Illinois
$3.3M +$74.8K +666 +2%
RIA
497
Regal Investment Advisors
Michigan
$3.29M +$213K +1,893 +7%
MCM
498
Makena Capital Management
California
$3.26M +$3.26M +29,050 New
EA
499
Evergreen Advisors
Tennessee
$3.26M +$2.12M +18,851 +185%
PFG
500
Pacific Financial Group
Washington
$3.26M -$9.78K -87 -0.3%
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