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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
776
Bingham Osborn & Scarborough
California
$389K -$20.3K -182 -5%
EAM
777
Evanson Asset Management
California
$389K +$1.11K +10 +0.3%
WA
778
Wealthstar Advisors
Texas
$388K -$18.3K -165 -4%
CSM
779
CAMG Solamere Management
North Carolina
$388K – – –
MFT
780
Moisand Fitzgerald Tamayo
Florida
$386K +$2.78K +25 +0.7%
JCM
781
Janney Capital Management
Pennsylvania
$385K -$318K -2,856 -45%
SRC
782
Shufro Rose & Co
New York
$384K +$384K +3,448 New
GCA
783
Guardian Capital Advisors
Ontario, Canada
$382K +$382K +3,430 New
BRM
784
Boston Research & Management
Massachusetts
$381K +$26.4K +237 +7%
S
785
SignatureFD
Georgia
$380K -$188K -1,691 -33%
W
786
WealthOne
New York
$380K -$142K -1,277 -27%
WIA
787
Wealthstreet Investment Advisors
Texas
$380K – – –
JSL
788
JT Stratford LLC
Georgia
$380K +$380K +3,417 New
CF
789
Centaurus Financial
California
$374K +$334K +3,004 +841%
ATC
790
Adirondack Trust Company
New York
$373K – – –
SIS
791
Sound Income Strategies
Florida
$370K +$227K +2,038 +158%
AIC
792
Archer Investment Corporation
Indiana
$369K -$357K -3,200 -49%
PCM
793
Penn Capital Management
Pennsylvania
$369K – – –
BPCE
794
Bank Pictet & Cie (Europe)
Germany
$369K +$369K +3,312 New
CA
795
Claro Advisors
Massachusetts
$368K +$8.57K +77 +2%
GT
796
Greenleaf Trust
Michigan
$367K -$90.4K -813 -20%
NEIRG
797
New England Investment & Retirement Group
Massachusetts
$367K -$334 -3 -0.1%
LFG
798
LifePlan Financial Group
Ohio
$365K -$98.2K -882 -21%
GT
799
Glenview Trust
Kentucky
$365K +$4.45K +40 +1%
CMO
800
Covenant Multifamily Offices
Texas
$364K +$238K +2,141 +189%
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