AGG icon

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 %
BWAM
751
Boyd Watterson Asset Management
Ohio
$535K – – –
BCA
752
Bay Colony Advisors
Massachusetts
$534K +$28.6K +253 +6%
PCG
753
Private Capital Group
Connecticut
$534K +$267K +2,361 +100%
WPC
754
White Pine Capital
Minnesota
$533K – – –
AIC
755
Ameritas Investment Company
Nebraska
$529K -$514K -4,542 -49%
SWM
756
Sequoia Wealth Management
Illinois
$525K +$525K +4,654 New
CWM
757
Cranbrook Wealth Management
Michigan
$521K -$11.2K -99 -2%
CF
758
Centaurus Financial
California
$518K +$137K +1,213 +36%
TC
759
Trust Company
Kansas
$517K -$18.6K -164 -3%
NWM
760
Northwest Wealth Management
Iowa
$514K +$283K +2,505 +123%
AWA
761
ARS Wealth Advisors
Florida
$512K -$182K -1,608 -26%
MIA
762
MainStreet Investment Advisors
Illinois
$512K – – –
WCM
763
Windham Capital Management
Massachusetts
$508K – – –
NCM
764
Northwest Capital Management
Oregon
$508K – – –
CAW
765
Cornerstone Advisors (Washington)
Washington
$504K +$3.4K +30 +0.7%
SCA
766
Stillwater Capital Advisors
Pennsylvania
$502K – – –
TNBTD
767
Trustmark National Bank Trust Department
Mississippi
$501K -$288K -2,548 -37%
RWA
768
River Wealth Advisors
Pennsylvania
$500K +$103K +912 +26%
CAAS
769
Capital Asset Advisory Services
Michigan
$499K +$250K +2,213 +101%
SCM
770
Stellar Capital Management
Arizona
$497K +$22.6K +200 +5%
FNT
771
First National Trust
Pennsylvania
$495K +$238K +2,101 +92%
F
772
Filament
Washington
$494K – – –
AT
773
Arden Trust
Delaware
$493K -$3.41M -30,108 -87%
BAS
774
Brown Advisory Securities
Maryland
$491K -$259K -2,294 -35%
RSWM
775
Robertson Stephens Wealth Management
California
$490K +$176K +1,556 +56%
29 30
31
32 33