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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 %
MWPCG
726
Measured Wealth Private Client Group
New Hampshire
$611K -$728K -6,435 -54%
IFWM
727
Institute for Wealth Management
Colorado
$611K +$311K +2,746 +104%
Brown Advisory
728
Brown Advisory
Maryland
$606K +$106K +936 +21%
KCM
729
Karp Capital Management
California
$601K – – –
DAM
730
Delta Asset Management
Tennessee
$598K -$10.2K -90 -2%
RIM
731
Rampart Investment Management
Connecticut
$597K -$601K -5,304 -50%
JSL
732
JT Stratford LLC
Georgia
$596K +$209K +1,851 +54%
TNB
733
TCF National Bank
South Dakota
$595K +$595K +5,261 New
TNB
734
Thomasville National Bank
Georgia
$591K +$27K +239 +5%
SFS
735
Summit Financial Strategies
Ohio
$590K +$5.2K +46 +0.9%
AFIA
736
America First Investment Advisors
Nebraska
$590K +$14.6K +129 +3%
AIM
737
Axiom Investment Management
New York
$585K +$19.8K +175 +4%
ATPW
738
Ashton Thomas Private Wealth
Arizona
$574K -$3.27M -28,872 -85%
CCP
739
Corient Capital Partners
California
$568K +$568K +5,020 New
CC
740
Claybrook Capital
Massachusetts
$566K – – –
RIA
741
Realta Investment Advisors
Delaware
$563K -$49.4K -438 -8%
ONB
742
Old National Bancorp
Indiana
$560K -$7.48K -66 -1%
CCM
743
Crabel Capital Management
California
$557K +$557K +4,922 New
BCM
744
Brookmont Capital Management
Texas
$554K +$7.69K +68 +1%
SIA
745
Starfire Investment Advisers
Michigan
$552K +$339 +3 +0.1%
Nomura Asset Management
746
Nomura Asset Management
Japan
$548K -$65.6K -580 -11%
BWP
747
BSW Wealth Partners
Colorado
$546K -$1.97M -17,403 -78%
CIC
748
Carnegie Investment Counsel
Ohio
$546K -$1.59K -14 -0.3%
LFS
749
Legacy Financial Strategies
Kansas
$541K +$541K +4,810 New
LJAC
750
L.J. Altfest & Co
New York
$540K +$680 +6 +0.1%
28 29
30
31 32