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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 %
AIA
626
Alera Investment Advisors
Illinois
$1.11M -$12.3K -109 -1%
BFWA
627
Benchmark Financial Wealth Advisors
Florida
$1.1M +$1.1M +9,710 New
DBRC
628
D.B. Root & Company
Pennsylvania
$1.1M -$1.16M -10,241 -51%
XSC
629
X-Square Capital
Puerto Rico
$1.09M – – –
CW
630
CreativeOne Wealth
Kansas
$1.09M +$134K +1,182 +14%
QCG
631
Quadrant Capital Group
Ohio
$1.08M -$42.4K -375 -4%
FAN
632
Financial Advisors Network
California
$1.06M -$9.5K -84 -0.9%
KFC
633
Klingenstein Fields & Co
New York
$1.05M -$158K -1,393 -13%
HWA
634
Heritage Wealth Advisors
Virginia
$1.05M -$5.43K -48 -0.5%
AP
635
Advisors Preferred
Maryland
$1.05M -$145K -1,277 -12%
OIA
636
OneDigital Investment Advisors
Kansas
$1.05M +$982K +8,682 +1,542%
EAMA
637
EFG Asset Management (Americas)
Florida
$1.04M -$477K -4,221 -31%
HCM
638
Horan Capital Management
Maryland
$1.04M -$45.3K -400 -4%
EWM
639
Evercore Wealth Management
New York
$1.03M -$54.9K -485 -5%
CCM
640
Colorado Capital Management
Colorado
$1.03M +$5.09K +45 +0.5%
CAM
641
Claret Asset Management
Quebec, Canada
$1.03M +$1.03M +9,138 New
WPA
642
West Paces Advisors
Georgia
$1.03M -$11.3K -100 -1%
EVM
643
Eaton Vance Management
Massachusetts
$1.03M +$268K +2,366 +35%
BOTW
644
Bank of the West
California
$1.03M -$253K -2,236 -20%
SBSB
645
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.03M +$1.92K +17 +0.2%
CWM
646
Cornerstone Wealth Management
Missouri
$1.02M -$178K -1,569 -15%
GCM
647
Gables Capital Management
Florida
$1.01M +$1.01M +8,881 New
CFG
648
Citizens Financial Group
Rhode Island
$1M +$272K +2,403 +37%
BBNA
649
Bremer Bank National Association
Minnesota
$999K – – –
CAGAS
650
Capital Advisory Group Advisory Services
Minnesota
$992K -$173K -1,537 -15%
24 25
26
27 28