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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 %
SBA
676
Secrest Blakey & Associates
North Carolina
$723K +$91.8K +824 +15%
CFG
677
Citizens Financial Group
Rhode Island
$719K -$260K -2,335 -27%
DFA
678
Delta Financial Advisors
Louisiana
$719K +$719K +6,456 New
MCM
679
Maryland Capital Management
Maryland
$708K -$3.34K -30 -0.5%
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$700K -$105K -945 -13%
AIM
681
Astor Investment Management
Illinois
$698K -$317K -2,849 -31%
FA
682
Fagan Associates
New York
$697K +$120K +1,078 +21%
WIA
683
World Investment Advisors
California
$695K -$5.74M -51,147 -89%
ATC
684
Argent Trust Co
Tennessee
$694K -$123K -1,101 -15%
CWM
685
Connecticut Wealth Management
Connecticut
$690K +$690K +6,197 New
AWA
686
ARS Wealth Advisors
Florida
$683K +$55.8K +501 +9%
NFG
687
NewFocus Financial Group
Washington
$682K -$90.8K -816 -12%
CWP
688
Capital Wealth Planning
Florida
$671K +$671K +6,029 New
LNB
689
Ledyard National Bank
$667K +$2.78K +25 +0.4%
MAU
690
MRA Associates USA
Arizona
$665K – – –
AWMG
691
Alliance Wealth Management Group
New Jersey
$664K -$114K -1,027 -15%
CIA
692
Capital Investment Advisors
Georgia
$654K -$42.1K -378 -6%
PB
693
Pinnacle Bancorp
Nebraska
$654K +$31.3K +281 +5%
SCG
694
Sonata Capital Group
Washington
$648K – – –
VFA
695
Valeo Financial Advisors
Indiana
$644K +$205K +1,837 +47%
RFA
696
Reilly Financial Advisors
California
$629K +$381K +3,426 +154%
FHA
697
Flagship Harbor Advisors
Massachusetts
$623K -$41K -368 -6%
SCM
698
Smith Capital Management
Arkansas
$617K +$617K +5,544 New
PFP
699
Pinnacle Financial Partners
Tennessee
$606K +$152K +1,368 +34%
Nomura Asset Management
700
Nomura Asset Management
Japan
$604K -$503K -4,520 -45%
26 27
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