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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.

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
1
Citigroup
New York
$495M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$452M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$329M
4
Truist Financial
4
Truist Financial
North Carolina
$274M
5
GC
5
Guggenheim Capital
Illinois
$257M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$176M
2
SIM
2
Strategic Investment Management
Virginia
$7.46M
3
Wells Fargo
3
Wells Fargo
California
$6.02B
4
Deutsche Bank
4
Deutsche Bank
Germany
$29.3M
5
QI
5
QS Investors
New York
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$117M 1,043,624 -417,410 -29%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$114M 1,016,036 +179,016 +21%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$112M 995,866 -597,172 -37%
SBL
54
Sargent Bickham Lagudis
Colorado
$112M 992,609 +17,776 +2%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$111M 986,659 +92,246 +10%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$111M 984,221 -280,407 -22%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$109M 973,592 +89,303 +10%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$107M 954,412 -12,302 -1%
TC
59
Toews Corporation
New Jersey
$104M 924,475 -20,925 -2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$102M 903,553 -6,748 -0.7%
EA
61
Efficient Advisors
Ohio
$99.8M 888,572 +37,968 +4%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$99.6M 885,919 +249,672 +39%
SFA
63
Sequoia Financial Advisors
Ohio
$98.9M 880,273 +63,248 +8%
AWS
64
AJ Wealth Strategies
New York
$96.8M 861,106 +344,657 +67%
CWM
65
Cahaba Wealth Management
Georgia
$94.3M 839,028 +30,673 +4%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$93.4M 810,216 – –
PPA
67
Parametric Portfolio Associates
Washington
$90.7M 807,142 +252,877 +46%
CFFP
68
Center for Financial Planning
Michigan
$89.5M 796,236 +796,236 New
MIM
69
MetLife Investment Management
New Jersey
$87.7M 780,100 +25,100 +3%
GAM
70
GQ Asset Management
New York
$86.6M 770,441 -382,507 -33%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$85.3M 759,091 +645,600 +569%
CHP
72
Cable Hill Partners
Oregon
$85.1M 757,641 +34,799 +5%
CTB
73
Country Trust Bank
Illinois
$84.8M 754,871 +62,487 +9%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$80.6M 717,117 -22,230 -3%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$80.2M 713,985 -26,727 -4%
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