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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 %
VF
751
Virtu Financial
New York
$895K +$276K +2,454 +45%
CFO
752
CVA Family Office
Colorado
$891K +$891K +7,928 New
CIA
753
Capital Investment Advisors
Georgia
$886K +$105K +931 +13%
PP
754
PDS Planning
Ohio
$883K -$3.15K -28 -0.4%
VFA
755
Valeo Financial Advisors
Indiana
$878K +$143K +1,269 +19%
DBRC
756
D.B. Root & Company
Pennsylvania
$870K -$218K -1,945 -20%
CWP
757
Capital Wealth Planning
Florida
$870K +$144K +1,281 +20%
AWA
758
Arete Wealth Advisors
Illinois
$864K -$387K -3,441 -31%
TA
759
TCG Advisors
Texas
$861K +$3.71K +33 +0.4%
FF
760
Friedenthal Financial
New Jersey
$855K -$90.4K -805 -10%
FCA
761
FinTrust Capital Advisors
South Carolina
$854K +$3.6K +32 +0.4%
EWM
762
Empirical Wealth Management
Washington
$853K -$67.2K -598 -7%
LA
763
Lau Associates
Delaware
$843K – – –
SWM
764
Stockman Wealth Management
Montana
$840K +$10.7K +95 +1%
SCM
765
Stordahl Capital Management
Colorado
$827K -$2.25K -20 -0.3%
AWMG
766
Alliance Wealth Management Group
New Jersey
$820K +$338 +3 +0%
GCA
767
Gradient Capital Advisors
California
$818K +$4.95K +44 +0.6%
MW
768
Marcum Wealth
Ohio
$816K +$816K +7,264 New
LWM
769
Lionsbridge Wealth Management
Florida
$807K +$807K +7,144 New
RFA
770
Reilly Financial Advisors
California
$801K +$1.69K +15 +0.2%
CWM
771
Confluence Wealth Management
Oregon
$795K -$379K -3,371 -32%
VCS
772
Vaughan & Co Securities
New Jersey
$783K +$783K +6,967 New
ATC
773
Argent Trust Co
Tennessee
$774K +$21.4K +190 +3%
AIS
774
American Investment Services
Massachusetts
$774K +$151K +1,346 +24%
IP
775
Intellectus Partners
California
$772K +$135K +1,199 +21%
29 30
31
32 33