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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 %
PAS
726
Partnervest Advisory Services
California
$1.05M -$553K -4,919 -34%
EWM
727
Evercore Wealth Management
New York
$1.04M +$17.6K +157 +2%
KFC
728
Klingenstein Fields & Co
New York
$1.04M – – –
FG
729
Fiduciary Group
Georgia
$1.04M +$1.04M +9,262 New
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$1.04M -$97.3K -866 -9%
SBSB
731
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.03M +$5.62K +50 +0.6%
EVM
732
Eaton Vance Management
Massachusetts
$1.02M – – –
CFG
733
Citizens Financial Group
Rhode Island
$1.02M +$25.1K +223 +3%
CA
734
Cambridge Advisors
Nebraska
$1.02M +$50.1K +446 +5%
EIP
735
Ellis Investment Partners
Pennsylvania
$1.01M +$212K +1,886 +27%
BBNA
736
Bremer Bank National Association
Minnesota
$1.01M +$14.9K +133 +2%
PWPS
737
Pinnacle Wealth Planning Services
Ohio
$1M +$242K +2,160 +32%
AIC
738
Ameritas Investment Company
Nebraska
$1M +$475K +4,224 +90%
CCM
739
Colorado Capital Management
Colorado
$998K -$29.4K -262 -3%
HR
740
Hayden Royal
North Carolina
$996K -$582K -5,086 -37%
BPWA
741
Beacon Pointe Wealth Advisors
California
$984K -$132K -1,172 -12%
Retirement Systems of Alabama
742
Retirement Systems of Alabama
Alabama
$978K – – –
DI
743
DAGCO Inc
Ohio
$974K +$22.5K +200 +2%
PV
744
Private Vista
Illinois
$973K +$2.7K +24 +0.3%
XSC
745
X-Square Capital
Puerto Rico
$968K -$118K -1,047 -11%
AF
746
Apexium Financial
Texas
$962K +$962K +8,560 New
TL
747
TrueWealth LLC
Georgia
$955K -$20.6K -183 -2%
LAS
748
Lloyd Advisory Services
Georgia
$943K +$943K +8,393 New
FFBTD
749
First Financial Bank - Trust Division
Ohio
$938K -$15.3K -136 -2%
5L
750
55I LLC
Massachusetts
$910K -$2.63M -23,445 -74%
28 29
30
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