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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 %
PP
576
PagnatoKarp Partners
Virginia
$2.32M -$293K -2,604 -11%
KA
577
Kovack Advisors
Florida
$2.31M +$452K +4,020 +24%
WMA
578
Wealth Management Associates
New Jersey
$2.3M +$25.1K +223 +1%
DC
579
DeDora Capital
California
$2.29M +$2.29M +20,381 New
IIC
580
Integrated Investment Consultants
Michigan
$2.27M +$90.6K +806 +4%
PCA
581
Personal Capital Advisors
California
$2.24M +$193K +1,721 +9%
MG
582
Mather Group
Illinois
$2.21M -$8.09K -72 -0.4%
LSPW
583
Lake Street Private Wealth
Illinois
$2.2M +$108K +963 +5%
KPW
584
Kore Private Wealth
New York
$2.19M – – –
PAMG
585
Patton Albertson Miller Group
Tennessee
$2.18M -$98.8K -879 -4%
CWM
586
CCG Wealth Management
California
$2.15M -$117K -1,043 -5%
BIA
587
Bigelow Investment Advisors
Maine
$2.15M +$29.1K +259 +1%
CIBC Asset Management
588
CIBC Asset Management
Ontario, Canada
$2.15M – – –
DPI
589
Diversified Portfolios Inc
Michigan
$2.12M -$33.6K -299 -2%
TWM
590
Tolleson Wealth Management
Texas
$2.12M +$349K +3,103 +20%
State Street
591
State Street
Massachusetts
$2.11M +$45.6K +406 +2%
UWPG
592
Ullmann Wealth Partners Group
Florida
$2.1M +$899 +8 +0%
Calamos Advisors
593
Calamos Advisors
Illinois
$2.09M +$2.09M +18,637 New
SAM
594
Strategy Asset Managers
California
$2.09M +$2.09M +18,601 New
CCA
595
Cobblestone Capital Advisors
New York
$2.06M +$246K +2,185 +14%
VA
596
Valmark Advisers
Ohio
$2.05M -$131K -1,167 -6%
LFS
597
Lutz Financial Services
Nebraska
$2.05M -$7.98K -71 -0.4%
CWA
598
Clarus Wealth Advisors
Arizona
$2.05M -$1.69K -15 -0.1%
HH
599
Hilltop Holdings
Texas
$2.02M +$26.7K +238 +1%
IWM
600
IHT Wealth Management
Illinois
$2.01M +$162K +1,440 +9%
22 23
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