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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 %
MWM
701
McNaughton Wealth Management
California
$1.21M +$1.21M +10,798 New
CWM
702
Cornerstone Wealth Management
Missouri
$1.21M +$194K +1,723 +19%
DTC
703
Davidson Trust Company
Washington
$1.2M +$1.2M +10,640 New
FC
704
Financial Consulate
Maryland
$1.19M – – –
KM
705
Kalos Management
Georgia
$1.18M +$1.01K +9 +0.1%
NCM
706
Northwest Capital Management
Oregon
$1.18M +$679K +6,043 +135%
HIC
707
Holderness Investments Company
North Carolina
$1.18M +$1.18M +10,475 New
GCM
708
Gibraltar Capital Management
Oklahoma
$1.17M +$9.44K +84 +0.8%
IWS
709
Insight Wealth Strategies
California
$1.17M +$964K +8,579 +468%
TF
710
TimeScale Financial
Massachusetts
$1.17M -$211K -1,875 -15%
CW
711
CreativeOne Wealth
Kansas
$1.16M +$76.6K +682 +7%
RTS
712
Round Table Services
New Jersey
$1.15M +$4.61K +41 +0.4%
PA
713
Paracle Advisors
Washington
$1.14M -$121K -1,079 -10%
BIAS
714
Beacon Investment Advisory Services
New Jersey
$1.13M -$645K -5,740 -36%
NPT
715
Nixon Peabody Trust
Massachusetts
$1.13M -$1.69K -15 -0.1%
Koshinski Asset Management
716
Koshinski Asset Management
Illinois
$1.13M +$690K +6,122 +157%
CFN
717
Cordasco Financial Network
Florida
$1.12M -$7.87K -70 -0.7%
CAAS
718
Capital Asset Advisory Services
Michigan
$1.11M +$608K +5,326 +121%
BG
719
Berry Group
Massachusetts
$1.11M +$1.11M +9,870 New
HWA
720
Heritage Wealth Advisors
Virginia
$1.1M +$61.1K +544 +6%
TC
721
TownSquare Capital
Utah
$1.1M +$653K +5,812 +146%
CAGAS
722
Capital Advisory Group Advisory Services
Minnesota
$1.08M +$89.4K +797 +9%
JSA
723
Jacobson & Schmitt Advisors
Wisconsin
$1.08M -$518K -4,610 -33%
FAN
724
Financial Advisors Network
California
$1.07M +$24.3K +216 +2%
BFC
725
Blue Fin Capital
Rhode Island
$1.07M -$47.2K -420 -4%
27 28
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