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 %
FSA
776
Financial Sense Advisors
California
$489K +$489K +4,318 New
BOS
777
Bingham Osborn & Scarborough
California
$484K +$89.5K +792 +23%
SCA
778
Strategic Capital Advisers
Colorado
$484K +$484K +4,276 New
SCA
779
Sage Capital Advisors
South Dakota
$481K +$481K +4,249 New
Jane Street
780
Jane Street
New York
$473K -$307M -2,713,126 -100%
WCG
781
Wall Capital Group
Arizona
$473K -$3.17M -27,992 -87%
LHC
782
Little House Capital
Massachusetts
$473K +$14.4K +127 +3%
GCA
783
Guardian Capital Advisors
Ontario, Canada
$468K +$79.3K +700 +20%
GAB
784
German American Bancorp
Indiana
$468K +$468K +4,132 New
MOS
785
MGO One Seven
Ohio
$466K -$323K -2,857 -41%
GWS
786
Glassman Wealth Services
Virginia
$465K – – –
PNAA
787
Pictet North America Advisors
Switzerland
$464K – – –
FIM
788
Fernwood Investment Management
Massachusetts
$464K +$22.6K +200 +5%
KCM
789
Kanawha Capital Management
Virginia
$463K +$463K +4,093 New
CMO
790
Covenant Multifamily Offices
Texas
$462K +$120K +1,147 +35%
LIM
791
Leavell Investment Management
Alabama
$461K -$8.5K -75 -2%
JCM
792
Jacobi Capital Management
Pennsylvania
$453K -$2.09M -18,495 -82%
HCA
793
Harbour Capital Advisors
Virginia
$450K +$2.83K +25 +0.6%
TC
794
TownSquare Capital
Utah
$445K -$88.2K -789 -17%
Koshinski Asset Management
795
Koshinski Asset Management
Illinois
$442K +$171K +1,514 +63%
FC
796
Ferris Capital
Massachusetts
$439K +$109K +966 +33%
GC
797
Grace Capital
Massachusetts
$438K – – –
EAM
798
Evanson Asset Management
California
$438K +$42.4K +375 +11%
BSW
799
Buckingham Strategic Wealth
Missouri
$438K +$113K +999 +35%
GIM
800
Greenwich Investment Management
Connecticut
$436K – – –
30 31
32
33 34