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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 %
ACS
551
Archford Capital Strategies
Illinois
$2.62M +$2.62M +23,271 New
EC
552
Estate Counselors
Wisconsin
$2.59M -$163K -1,455 -6%
CCM
553
Context Capital Management
California
$2.59M – – –
TSS
554
Two Sigma Securities
New York
$2.58M -$3.77M -33,533 -59%
DCM
555
Donaldson Capital Management
Indiana
$2.56M +$279K +2,482 +12%
AAP
556
Arax Advisory Partners
Colorado
$2.56M -$225 -2 -0%
CA
557
Commerzbank Aktiengesellschaft
Germany
$2.55M – – –
JSL
558
JT Stratford LLC
Georgia
$2.53M +$1.94M +17,273 +328%
FAAM
559
First Ascent Asset Management
Colorado
$2.52M +$2.52M +22,423 New
RA
560
Rational Advisors
New York
$2.52M +$373K +3,322 +17%
LWAC
561
Laurel Wealth Advisors (California)
California
$2.48M +$289K +2,573 +13%
VWA
562
V Wealth Advisors
Kansas
$2.48M – – –
PIMG
563
Patriot Investment Management Group
Tennessee
$2.44M -$19.9K -177 -0.8%
OFG
564
Omega Financial Group
California
$2.43M +$93.7K +834 +4%
EP
565
Eudaimonia Partners
Tennessee
$2.43M +$2.43M +21,641 New
FHA
566
Flagship Harbor Advisors
Massachusetts
$2.43M +$1.76M +15,657 +262%
TCM
567
Traynor Capital Management
Pennsylvania
$2.42M -$132K -1,175 -5%
SSW
568
Smith Shellnut Wilson
Mississippi
$2.39M +$112 +1 +0%
BCI
569
Brinker Capital Investments
Pennsylvania
$2.39M -$1.68M -14,969 -41%
CC
570
Cadinha & Co
Hawaii
$2.38M -$20.4K -182 -0.9%
SI
571
Stephens Inc
Arkansas
$2.37M +$92.4K +822 +4%
PA
572
PFG Advisors
Arizona
$2.35M -$19.2K -170 -0.8%
CAM
573
Chandler Asset Management
California
$2.35M – – –
DAS
574
Dynamic Advisor Solutions
Arizona
$2.34M -$229K -2,038 -9%
FCBT
575
First Citizens Bank & Trust
North Carolina
$2.33M +$2.03M +18,059 +665%
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