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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 %
HCM
526
Hollencrest Capital Management
California
$2.93M +$249K +2,217 +9%
JIP
527
Jaffetilchin Investment Partners
Florida
$2.93M +$1.2M +10,679 +70%
KBFS
528
Kohmann Bosshard Financial Services
Ohio
$2.92M -$19.1K -170 -0.6%
MIAN
529
Mariner Independent Advisor Network
Kansas
$2.92M -$124K -1,098 -4%
GRP
530
Global Retirement Partners
California
$2.91M -$12.1K -108 -0.4%
OC
531
Oppenheimer & Co
New York
$2.91M -$226K -2,012 -7%
SWM
532
SVA Wealth Management
Wisconsin
$2.91M +$140K +1,249 +5%
APWM
533
Atlas Private Wealth Management
New York
$2.9M +$2.9M +25,847 New
UB
534
UMB Bank
Missouri
$2.85M -$248K -2,208 -8%
BP
535
Ballentine Partners
Massachusetts
$2.84M +$787 +7 +0%
BS
536
Banco Santander
Spain
$2.82M – – –
Squarepoint
537
Squarepoint
New York
$2.8M +$411K +3,661 +17%
Lido Advisors
538
Lido Advisors
California
$2.78M +$748K +6,655 +37%
WS
539
Wedbush Securities
California
$2.75M +$27K +240 +1%
AG
540
AlphaSimPlex Group
Massachusetts
$2.74M +$221K +1,963 +9%
FHC
541
First Heartland Consultants
Missouri
$2.73M +$359K +3,198 +15%
JWS
542
Juncture Wealth Strategies
Arizona
$2.73M +$314K +2,798 +13%
FA
543
Fagan Associates
New York
$2.73M +$2.02M +18,014 +287%
AT
544
Arden Trust
Delaware
$2.72M +$2.23M +19,820 +455%
SCA
545
STALEY CAPITAL ADVISERS
Pennsylvania
$2.7M – – –
WCM
546
Wealthcare Capital Management
Virginia
$2.69M -$225 -2 -0%
CAM
547
Cresset Asset Management
Illinois
$2.67M +$152K +1,350 +6%
BA
548
Ballew Advisors
Mississippi
$2.66M +$18K +160 +0.7%
BSB
549
Bangor Savings Bank
Maine
$2.66M +$103K +917 +4%
AIA
550
Affinity Investment Advisors
California
$2.62M – – –
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