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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 %
GPA
601
Garrison Point Advisors
California
$1.3M +$191K +1,690 +17%
WTC
602
WhitTier Trust Company
Nevada
$1.29M -$34K -301 -3%
FNBOSM
603
First National Bank of South Miami
Florida
$1.29M +$357K +3,130 +38%
FIB
604
First Interstate Bank
Montana
$1.28M +$43.2K +382 +4%
PA
605
Paracle Advisors
Washington
$1.27M -$16.4K -145 -1%
AWA
606
Arete Wealth Advisors
Illinois
$1.26M -$21.3K -188 -2%
BCM
607
BTC Capital Management
Iowa
$1.25M – – –
AM
608
Atwater Malick
Pennsylvania
$1.23M -$32K -283 -3%
GP
609
Girard Partners
Pennsylvania
$1.22M -$34.4K -304 -3%
FC
610
Financial Consulate
Maryland
$1.2M -$103K -913 -8%
AFP
611
Ausdal Financial Partners
Iowa
$1.2M +$188K +1,662 +19%
GM
612
GeoWealth Management
Illinois
$1.2M +$880K +7,783 +278%
KM
613
Kalos Management
Georgia
$1.19M +$1.19M +10,533 New
CWM
614
Confluence Wealth Management
Oregon
$1.18M -$585K -5,164 -33%
GCM
615
Gibraltar Capital Management
Oklahoma
$1.17M +$7.81K +69 +0.7%
RTS
616
Round Table Services
New Jersey
$1.16M +$2.72K +24 +0.2%
BWP
617
Bernardo Wealth Planning
Pennsylvania
$1.15M +$258K +2,282 +29%
EA
618
Evergreen Advisors
Tennessee
$1.15M +$1.15M +10,164 New
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$1.14M +$21.5K +190 +2%
NPT
620
Nixon Peabody Trust
Massachusetts
$1.14M – – –
CFN
621
Cordasco Financial Network
Florida
$1.14M +$14.5K +128 +1%
BRWM
622
B. Riley Wealth Management
Tennessee
$1.13M +$4.07K +36 +0.4%
BFC
623
Blue Fin Capital
Rhode Island
$1.12M +$17.8K +157 +2%
BPWA
624
Beacon Pointe Wealth Advisors
California
$1.12M +$665K +5,883 +146%
ATFA
625
All Terrain Financial Advisors
Minnesota
$1.12M -$81K -716 -7%
23 24
25
26 27