AGG icon

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 %
UWPG
526
Ullmann Wealth Partners Group
Florida
$2.11M +$679 +6 +0%
State Street
527
State Street
Massachusetts
$2.08M +$60.8K +537 +3%
LFS
528
Lutz Financial Services
Nebraska
$2.07M +$223K +1,972 +12%
PCA
529
Personal Capital Advisors
California
$2.06M -$55.3K -489 -3%
CWA
530
Clarus Wealth Advisors
Arizona
$2.06M -$199K -1,761 -9%
Lido Advisors
531
Lido Advisors
California
$2.04M +$1.08M +9,510 +111%
TC
532
Telemus Capital
Michigan
$2.02M +$25.7K +227 +1%
ST
533
Smithfield Trust
Pennsylvania
$2.01M +$390K +3,443 +24%
HH
534
Hilltop Holdings
Texas
$2M +$226 +2 +0%
SMC
535
Smith, Moore & Co
Missouri
$1.99M -$5.88K -52 -0.3%
AP
536
Appleton Partners
Massachusetts
$1.98M -$1.45M -12,845 -42%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$1.95M -$127K -1,126 -6%
ACM
538
AUA Capital Management
Pennsylvania
$1.88M – – –
KA
539
Kovack Advisors
Florida
$1.87M +$93.6K +827 +5%
IWM
540
IHT Wealth Management
Illinois
$1.86M +$1.57M +13,914 +559%
W
541
Wealthquest
Ohio
$1.85M -$488K -4,316 -21%
PI
542
PineBridge Investments
New York
$1.85M +$50.9K +450 +3%
CA
543
Continuum Advisory
Idaho
$1.85M -$299K -2,641 -14%
MAM
544
Marquette Asset Management
Minnesota
$1.85M -$69.5K -614 -4%
TIM
545
Total Investment Management
Arizona
$1.83M -$8.6K -76 -0.5%
CCA
546
Cobblestone Capital Advisors
New York
$1.82M -$1.47K -13 -0.1%
I
547
IberiaBank
Louisiana
$1.8M +$184K +1,630 +11%
VSWA
548
Vontobel Swiss Wealth Advisors
Switzerland
$1.8M – – –
BIAS
549
Beacon Investment Advisory Services
New Jersey
$1.79M -$8.83K -78 -0.5%
TWM
550
Tolleson Wealth Management
Texas
$1.78M +$30K +265 +2%
20 21
22
23 24