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 %
SSWM
551
Sheets Smith Wealth Management
North Carolina
$1.77M +$141K +1,247 +9%
AWM
552
Avior Wealth Management
Nebraska
$1.75M +$884K +7,819 +102%
EK
553
Evensky & Katz
Florida
$1.75M +$92.2K +815 +6%
JIP
554
Jaffetilchin Investment Partners
Florida
$1.74M +$779K +6,884 +81%
EW
555
Emerson Wealth
Michigan
$1.74M +$56.5K +2,795 +3%
FT
556
Fiduciary Trust
Massachusetts
$1.73M -$70.1K -619 -4%
KWMG
557
King Wealth Management Group
Florida
$1.72M +$4.3K +38 +0.3%
HB
558
Homrich & Berg
Georgia
$1.69M -$53.9K -476 -3%
PAM
559
Peak Asset Management
Colorado
$1.69M -$5.55K -49 -0.3%
CG
560
Cutler Group
California
$1.68M +$1.67M +14,780 +14,780%
DC
561
Davenport & Co
Virginia
$1.68M – – –
NEPWA
562
New England Private Wealth Advisors
Massachusetts
$1.68M +$12.1K +107 +0.7%
NFP
563
Narus Financial Partners
Utah
$1.67M -$9.39K -83 -0.6%
HI
564
Human Investing
Oregon
$1.66M +$158K +1,394 +11%
SMDAM
565
Sumitomo Mitsui DS Asset Management
Japan
$1.65M +$41.9K +370 +3%
FFA
566
Fragasso Financial Advisors
Pennsylvania
$1.63M +$45.3K +400 +3%
FEM
567
Fulcrum Equity Management
Texas
$1.62M +$1.62M +14,324 New
PAS
568
Partnervest Advisory Services
California
$1.62M -$101K -896 -6%
NA
569
Nottingham Advisors
New York
$1.62M +$397K +3,511 +33%
JSA
570
Jacobson & Schmitt Advisors
Wisconsin
$1.6M -$7.05M -62,341 -81%
CCM
571
Coldstream Capital Management
Washington
$1.59M -$3.29M -29,084 -68%
WWM
572
Willingdon Wealth Management
North Carolina
$1.57M +$94.2K +832 +6%
SCA
573
Snowden Capital Advisors
New York
$1.56M +$310K +2,736 +25%
HR
574
Hayden Royal
North Carolina
$1.56M -$490K -4,327 -24%
FC
575
FCA Corp
Texas
$1.56M +$81.6K +721 +6%
21 22
23
24 25