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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 %
TI
676
tru Independence
Oregon
$1.38M +$1.38M +11,956 New
AP
677
Advisors Preferred
Maryland
$1.38M +$339K +3,013 +33%
PCA
678
Providence Capital Advisors
North Carolina
$1.38M +$49.4K +440 +4%
BJL
679
Brighton Jones LLC
Washington
$1.38M +$47.9K +426 +4%
SFG
680
SNS Financial Group
Minnesota
$1.36M -$157K -1,394 -10%
SCA
681
SMH Capital Advisors
Texas
$1.35M +$26.1K +232 +2%
BF
682
Blankinship & Foster
California
$1.34M -$42.5K -378 -3%
AWM
683
Avior Wealth Management
Nebraska
$1.34M -$401K -3,571 -23%
CCP
684
Corient Capital Partners
California
$1.33M +$768K +6,831 +136%
WPA
685
West Paces Advisors
Georgia
$1.33M +$304K +2,706 +30%
SMDAM
686
Sumitomo Mitsui DS Asset Management
Japan
$1.31M -$328K -2,920 -20%
BOTW
687
Bank of the West
California
$1.31M +$290K +2,579 +28%
BOM
688
Bank of Marin
California
$1.31M +$1.31M +11,643 New
FWIA
689
Fort Washington Investment Advisors
Ohio
$1.3M +$1.3M +11,531 New
AM
690
Atwater Malick
Pennsylvania
$1.29M +$62.3K +554 +5%
FFN
691
Focus Financial Network
Minnesota
$1.29M +$858K +7,635 +200%
ATFA
692
All Terrain Financial Advisors
Minnesota
$1.28M +$166K +1,477 +15%
OIA
693
OneDigital Investment Advisors
Kansas
$1.27M +$231K +2,054 +22%
RCP
694
Rothschild Capital Partners
New York
$1.27M +$1.01M +8,953 +381%
CONA
695
Capital One National Association
New York
$1.26M +$1.26M +11,188 New
9WM
696
9258 Wealth Management
Ohio
$1.25M +$1.25M +11,157 New
CI
697
Cambiar Investors
Colorado
$1.24M +$355K +3,161 +40%
BCM
698
BTC Capital Management
Iowa
$1.24M – – –
BA
699
Ballast Advisors
Minnesota
$1.22M +$1.22M +10,888 New
WSFS
700
Wilmington Savings Fund Society
Delaware
$1.22M +$244K +2,169 +25%
26 27
28
29 30