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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 %
RC
601
Roundview Capital
New Jersey
$2M +$2M +17,799 New
SWP
602
Strategic Wealth Partners
Ohio
$2M +$196K +1,746 +11%
PI
603
PineBridge Investments
New York
$2M +$157K +1,400 +9%
MSAGDF
604
Moneda SA Administradora General de Fondos
Chile
$1.96M +$1.96M +17,467 New
QAM
605
Q3 Asset Management
Michigan
$1.96M +$1.96M +17,440 New
SMC
606
Smith, Moore & Co
Missouri
$1.95M -$21.8K -194 -1%
AFP
607
Ausdal Financial Partners
Iowa
$1.94M +$727K +6,360 +60%
ML
608
McAdam LLC
Pennsylvania
$1.93M -$184K -1,638 -9%
AIA
609
Angeles Investment Advisors
California
$1.92M +$1.02M +9,100 +114%
GW
610
GW & Wade
Massachusetts
$1.91M +$588K +5,231 +44%
BFEC
611
Benjamin F. Edwards & Company
Missouri
$1.91M -$25.5K -227 -1%
CMBA
612
C.M. Bidwell & Associates
Hawaii
$1.91M +$534K +4,755 +39%
DCM
613
Dimension Capital Management
Florida
$1.9M +$1.63M +14,494 +607%
AIA
614
Alera Investment Advisors
Illinois
$1.87M +$759K +6,725 +69%
EPWM
615
Essex Private Wealth Management
Massachusetts
$1.87M +$1.87M +16,600 New
ACM
616
AUA Capital Management
Pennsylvania
$1.86M – – –
SPIA
617
Strategic Point Investment Advisors
Rhode Island
$1.84M +$1.84M +16,388 New
PG
618
Patten Group
Tennessee
$1.83M +$949K +8,442 +108%
PFO
619
Pathstone Family Office
New Jersey
$1.82M – – –
PAM
620
Peak Asset Management
Colorado
$1.81M +$128K +1,137 +8%
EW
621
Emerson Wealth
Michigan
$1.79M +$59.8K +2,978 +3%
W
622
Wealthquest
Ohio
$1.79M -$55.2K -491 -3%
CA
623
Continuum Advisory
Idaho
$1.78M -$56.5K -503 -3%
GSWM
624
Golden State Wealth Management
California
$1.77M -$28.2M -250,958 -94%
TIM
625
Total Investment Management
Arizona
$1.77M -$48.8K -434 -3%
23 24
25
26 27