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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
626
Chandler Asset Management
California
$978K – – –
Retirement Systems of Alabama
627
Retirement Systems of Alabama
Alabama
$969K – – –
WSFS
628
Wilmington Savings Fund Society
Delaware
$966K -$13.3K -119 -1%
AWM
629
Avondale Wealth Management
Texas
$964K +$42.7K +383 +5%
TL
630
TrueWealth LLC
Georgia
$963K +$3.45K +31 +0.4%
CA
631
Cambridge Advisors
Nebraska
$962K – – –
RWM
632
RKL Wealth Management
Pennsylvania
$959K +$159K +1,425 +20%
FFBTD
633
First Financial Bank - Trust Division
Ohio
$959K +$172K +1,541 +22%
FFA
634
First Foundation Advisors
California
$952K +$47.1K +423 +5%
FGAM
635
Financial Gravity Asset Management
Texas
$951K +$505K +4,538 +113%
Lido Advisors
636
Lido Advisors
California
$950K +$245K +2,199 +35%
AIM
637
Advantage Investment Management
Iowa
$945K +$815K +7,316 +626%
JIP
638
Jaffetilchin Investment Partners
Florida
$944K +$421K +3,777 +80%
Kayne Anderson Rudnick Investment Management
639
Kayne Anderson Rudnick Investment Management
California
$942K +$121K +1,088 +15%
CW
640
CreativeOne Wealth
Kansas
$937K +$68.7K +617 +8%
CFA
641
Capstone Financial Advisors
Illinois
$925K – – –
FNBOSM
642
First National Bank of South Miami
Florida
$911K -$27.5K -247 -3%
PP
643
PDS Planning
Ohio
$906K +$6.57K +59 +0.7%
GTAM
644
Global Trust Asset Management
Florida
$901K +$308K +2,769 +52%
IWS
645
Insight Wealth Strategies
California
$897K +$897K +8,055 New
AIA
646
Angeles Investment Advisors
California
$890K – – –
BWP
647
Bernardo Wealth Planning
Pennsylvania
$880K +$73.6K +661 +9%
CI
648
Cambiar Investors
Colorado
$879K -$40.1K -360 -4%
FCA
649
FinTrust Capital Advisors
South Carolina
$858K – – –
AWM
650
Avior Wealth Management
Nebraska
$856K +$856K +7,688 New
24 25
26
27 28