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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 %
WP
651
WealthPLAN Partners
Nebraska
$1.55M +$43K +377 +3%
NA
652
Nottingham Advisors
New York
$1.55M -$56.2K -500 -4%
PHS
653
Pekin Hardy Strauss
Illinois
$1.55M +$38.8K +345 +3%
BAM
654
Blueshift Asset Management
New Jersey
$1.54M +$1.54M +13,715 New
GP
655
Girard Partners
Pennsylvania
$1.53M +$319K +2,839 +26%
LL
656
LPWM LLC
Minnesota
$1.53M +$1.53M +13,603 New
WTC
657
WhitTier Trust Company
Nevada
$1.52M +$239K +2,124 +19%
TA
658
Townsend & Associates
Colorado
$1.52M +$81.4K +723 +6%
FPS
659
Fieldpoint Private Securities
Connecticut
$1.52M +$22.5K +200 +2%
CI
660
CX Institutional
Indiana
$1.5M -$13.1K -117 -0.9%
BC
661
Burney Company
Virginia
$1.5M +$153K +1,365 +11%
GFP
662
Gryphon Financial Partners
Ohio
$1.49M +$22.6K +201 +2%
GBT
663
Grove Bank & Trust
Florida
$1.49M -$50.2K -447 -3%
EAMA
664
EFG Asset Management (Americas)
Florida
$1.48M +$446K +3,971 +43%
IA
665
IndexIQ Advisors
New York
$1.48M +$1.05M +9,345 +245%
GLR
666
Great Lakes Retirement
Ohio
$1.45M +$1.45M +12,943 New
GPA
667
Garrison Point Advisors
California
$1.44M +$149K +1,325 +12%
JGUA
668
John G. Ullman & Associates
New York
$1.44M +$85.4K +760 +6%
RWM
669
Ritholtz Wealth Management
New York
$1.43M +$1.03M +9,196 +258%
SCA
670
Snowden Capital Advisors
New York
$1.43M -$119K -1,060 -8%
FNBOSM
671
First National Bank of South Miami
Florida
$1.4M +$133K +1,181 +10%
FIB
672
First Interstate Bank
Montana
$1.4M +$136K +1,210 +11%
LFG
673
Larson Financial Group
Missouri
$1.4M -$124K -1,099 -8%
OCG
674
Opus Capital Group
Ohio
$1.39M -$7.08K -63 -0.5%
SPA
675
Sentinel Pension Advisors
Massachusetts
$1.39M +$1.39M +12,339 New
25 26
27
28 29