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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 %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$109M -$109M -965,189 -50%
TC
52
Toews Corporation
New Jersey
$107M +$792K +7,000 +0.7%
Mariner
53
Mariner
Kansas
$105M +$19M +168,165 +22%
MFM
54
MD Financial Management
Ontario, Canada
$105M +$9.58M +84,644 +10%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$103M -$408M -3,605,462 -80%
Stifel Financial
56
Stifel Financial
Missouri
$101M +$11.5M +101,747 +13%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$101M +$13.1M +115,696 +15%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M +$10.7M +94,687 +12%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$99.5M +$46.7M +412,500 +88%
EA
60
Efficient Advisors
Ohio
$96.3M +$489K +4,320 +0.5%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$94.7M +$8.27M +73,101 +10%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$93.4M – – –
BTS
63
BB&T Securities
Virginia
$92.6M +$23.1M +204,144 +33%
SFA
64
Sequoia Financial Advisors
Ohio
$92.5M +$13.7M +120,810 +17%
CWM
65
Cahaba Wealth Management
Georgia
$91.5M +$3.25M +28,690 +4%
Victory Capital Management
66
Victory Capital Management
Texas
$88.7M +$88.7M +783,806 New
CS
67
Credit Suisse
Switzerland
$86.6M -$258K -2,281 -0.3%
MIM
68
MetLife Investment Management
New Jersey
$85.4M -$3.69M -32,600 -4%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$83.8M -$528M -4,667,873 -86%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$83.7M -$100K -887 -0.1%
CHP
71
Cable Hill Partners
Oregon
$81.8M +$4.44M +39,238 +6%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$79.2M +$7.82M +69,091 +11%
CTB
73
Country Trust Bank
Illinois
$78.4M +$7.75M +68,463 +11%
HHGA
74
Halbert Hargrove Global Advisors
California
$77M +$771K +6,813 +1%
CWM
75
Campbell Wealth Management
Virginia
$75.6M -$189K -1,666 -0.2%
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