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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
701
Maryland Capital Management
Maryland
$721K +$1.13K +10 +0.2%
PFP
702
Pinnacle Financial Partners
Tennessee
$721K +$105K +930 +17%
CMP
703
Courage Miller Partners
Virginia
$714K -$119K -1,048 -14%
CWM
704
Connecticut Wealth Management
Connecticut
$711K +$9.62K +85 +1%
FA
705
Fagan Associates
New York
$710K +$1.25K +11 +0.2%
CIR
706
Clear Investment Research
Georgia
$708K +$102K +897 +17%
WIA
707
World Investment Advisors
California
$700K -$1.13K -10 -0.2%
NFG
708
NewFocus Financial Group
Washington
$698K +$4.19K +37 +0.6%
PAM
709
Palisade Asset Management
Minnesota
$687K +$238K +2,099 +53%
ANBT
710
American National Bank & Trust
Texas
$684K -$658K -5,818 -49%
PB
711
Pinnacle Bancorp
Nebraska
$677K +$12K +106 +2%
FHA
712
Flagship Harbor Advisors
Massachusetts
$675K +$42.5K +376 +7%
PWG
713
Private Wealth Group
Florida
$672K +$672K +5,937 New
SCM
714
Smith Capital Management
Arkansas
$668K +$40.7K +360 +6%
SCG
715
Sonata Capital Group
Washington
$659K – – –
SP
716
Successful Portfolios
Florida
$657K +$64.7K +572 +11%
DWM
717
Doyle Wealth Management
Florida
$653K +$162K +1,428 +33%
LNB
718
Ledyard National Bank
$643K -$35.1K -310 -5%
IP
719
Intellectus Partners
California
$642K +$28.3K +250 +5%
JF
720
JSF Financial
California
$637K +$58K +513 +10%
NDSI
721
Newman Dignan & Sheerar Inc
Rhode Island
$631K +$209K +1,847 +50%
SFG
722
StrategIQ Financial Group
Indiana
$629K +$23.7K +209 +4%
AIS
723
American Investment Services
Massachusetts
$627K +$79.2K +700 +14%
Fiera Capital (Canada)
724
Fiera Capital (Canada)
Quebec, Canada
$626K -$86.2K -761 -12%
VF
725
Virtu Financial
New York
$624K +$172K +1,516 +38%
27 28
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