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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 %
MA
626
Modus Advisors
Minnesota
$1.77M +$1.77M +15,709 New
CFG
627
CKW Financial Group
Hawaii
$1.76M -$942K -8,382 -35%
KWMG
628
King Wealth Management Group
Florida
$1.75M +$44.8K +399 +3%
FT
629
Fiduciary Trust
Massachusetts
$1.75M +$27.6K +246 +2%
TRCT
630
Tower Research Capital (TRC)
New York
$1.73M +$904K +8,042 +110%
MWM
631
Mattern Wealth Management
Kansas
$1.73M +$1.73M +15,381 New
PIA
632
Perennial Investment Advisors
California
$1.72M +$1.72M +15,311 New
HB
633
Homrich & Berg
Georgia
$1.72M +$35.5K +316 +2%
NEPWA
634
New England Private Wealth Advisors
Massachusetts
$1.68M +$13.9K +124 +0.8%
FC
635
FCA Corp
Texas
$1.67M +$130K +1,155 +8%
WWM
636
Willingdon Wealth Management
North Carolina
$1.67M +$117K +1,043 +8%
HI
637
Human Investing
Oregon
$1.67M +$23.3K +207 +1%
APW
638
Aurora Private Wealth
New Jersey
$1.65M +$1.65M +14,665 New
VSWA
639
Vontobel Swiss Wealth Advisors
Switzerland
$1.65M -$140K -1,250 -8%
Kayne Anderson Rudnick Investment Management
640
Kayne Anderson Rudnick Investment Management
California
$1.65M +$716K +6,374 +77%
NFP
641
Narus Financial Partners
Utah
$1.62M -$44.3K -394 -3%
MAM
642
Marquette Asset Management
Minnesota
$1.61M -$222K -1,978 -12%
MFG
643
Merit Financial Group
Georgia
$1.61M +$783K +6,969 +95%
KL
644
KWMG LLC
Kansas
$1.6M +$199K +1,772 +14%
QCG
645
Quadrant Capital Group
Ohio
$1.59M +$515K +4,603 +48%
QA
646
Quantitative Advantage
Minnesota
$1.57M +$242K +2,150 +18%
OSAM
647
O'Shaughnessy Asset Management
Connecticut
$1.56M +$1.56M +13,884 New
RWA
648
Redhawk Wealth Advisors
Minnesota
$1.56M +$1.56M +13,885 New
AP
649
Appleton Partners
Massachusetts
$1.56M -$407K -3,623 -21%
CBT
650
Capital Bank & Trust
California
$1.56M +$1.56M +13,849 New
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