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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 %
NI
501
NYL Investors
New York
$3.25M – – –
MWM
502
Moulton Wealth Management
Washington
$3.25M +$3.25M +28,721 New
EWA
503
EP Wealth Advisors
California
$3.24M +$337K +3,000 +12%
JCM
504
Jacobi Capital Management
Pennsylvania
$3.23M +$2.78M +24,771 +618%
CCM
505
Canal Capital Management
Virginia
$3.23M +$201K +1,792 +7%
ISL
506
Ingalls & Snyder LLC
New York
$3.23M +$16.9K +150 +0.5%
JIR
507
James Investment Research
Ohio
$3.21M -$25.2K -224 -0.8%
FCMT
508
Founders Capital Management (Texas)
Texas
$3.2M +$650K +5,780 +25%
SAS
509
Sage Advisory Services
Texas
$3.12M -$30.6K -272 -1%
NL
510
NEPC LLC
Massachusetts
$3.12M +$3.12M +27,767 New
BRWA
511
B. Riley Wealth Advisors
Florida
$3.11M +$723K +6,437 +30%
SIA
512
Strategic Investment Advisors
Michigan
$3.09M -$787 -7 -0%
PTC
513
Private Trust Company
Ohio
$3.08M +$2.02K +18 +0.1%
PWPCM
514
Perella Weinberg Partners Capital Management
New York
$3.08M -$1.46M -13,004 -32%
CPP
515
Crow Point Partners
Massachusetts
$3.08M -$3.27M -39,120 -51%
CCG
516
Cypress Capital Group
Florida
$3.08M -$1.12M -9,940 -27%
CCP
517
Cardan Capital Partners
Colorado
$3.07M +$3.71K +33 +0.1%
BBVA
518
Banco Bilbao Vizcaya Argentaria
Spain
$3.05M +$3.05M +27,121 New
NFG
519
Next Financial Group
Texas
$3.04M +$107K +954 +4%
OWM
520
Orgel Wealth Management
Wisconsin
$3.02M +$519K +4,620 +21%
BWA
521
BDO Wealth Advisors
Florida
$2.98M -$1.68M -14,945 -36%
NEGWA
522
New England Guild Wealth Advisors
Connecticut
$2.98M -$139K -1,241 -4%
First Trust Advisors
523
First Trust Advisors
Illinois
$2.97M -$97.3K -866 -3%
PWA
524
Physician Wealth Advisors
Utah
$2.95M +$34.4K +305 +1%
SWRP
525
Summit Wealth & Retirement Planning
California
$2.93M +$2.61M +23,202 +799%
19 20
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