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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 %
TF
651
Tompkins Financial
New York
$854K – – –
DI
652
DAGCO Inc
Ohio
$842K -$27.8K -250 -3%
LA
653
Lau Associates
Delaware
$835K – – –
SCM
654
Stordahl Capital Management
Colorado
$821K -$2.77K -25 -0.3%
CMP
655
Courage Miller Partners
Virginia
$819K -$2.08M -18,701 -72%
BI
656
Ballast Inc
Kentucky
$816K -$36.8K -331 -4%
NS
657
NewDay Solutions
New Hampshire
$810K +$810K +7,289 New
GCA
658
Gradient Capital Advisors
California
$806K -$41.7K -374 -5%
BPC
659
Banque Pictet & Cie
Switzerland
$805K – – –
PA
660
Pinnacle Associates
New York
$791K -$128K -1,145 -14%
BCM
661
Bluefin Capital Management
New York
$785K +$785K +7,050 New
PV
662
Private Vista
Illinois
$782K +$2.01K +18 +0.3%
SWM
663
Stockman Wealth Management
Montana
$778K – – –
TNBTD
664
Trustmark National Bank Trust Department
Mississippi
$776K -$109K -976 -12%
MOS
665
MGO One Seven
Ohio
$776K -$4.67K -42 -0.6%
EIP
666
Ellis Investment Partners
Pennsylvania
$774K +$8.67K +78 +1%
PWM
667
Paulson Wealth Management
Illinois
$770K -$73.7K -663 -9%
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$767K -$18.6K -167 -2%
TFGT
669
TS Financial Group (TSFG)
Illinois
$765K +$1.23K +11 +0.2%
PG
670
Patten Group
Tennessee
$758K +$216K +1,945 +40%
AIA
671
Avalon Investment & Advisory
Texas
$753K +$4.9K +44 +0.7%
EVM
672
Eaton Vance Management
Massachusetts
$752K -$169K -1,518 -18%
MPW
673
MA Private Wealth
California
$751K -$139K -1,248 -16%
NCM
674
New Capital Management
Texas
$743K +$75.9K +681 +11%
BAS
675
Brown Advisory Securities
Maryland
$739K -$413K -3,711 -36%
25 26
27
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