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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 %
AIA
776
Avalon Investment & Advisory
Texas
$771K +$10.1K +90 +1%
RWB
777
RMR Wealth Builders
New Jersey
$764K +$764K +6,800 New
DFA
778
Delta Financial Advisors
Louisiana
$758K +$31.1K +277 +4%
NFG
779
NewFocus Financial Group
Washington
$750K +$57.3K +510 +8%
NCM
780
New Capital Management
Texas
$746K +$58.1K +517 +8%
SCM
781
Smith Capital Management
Arkansas
$743K +$79.3K +705 +12%
GCM
782
Gables Capital Management
Florida
$739K -$259K -2,308 -26%
PA
783
Pinnacle Associates
New York
$739K -$22.5K -200 -3%
OFS
784
Oldfather Financial Services
Nebraska
$734K +$734K +6,421 New
RWM
785
RKL Wealth Management
Pennsylvania
$722K -$7.19K -64 -1%
PFP
786
Pinnacle Financial Partners
Tennessee
$719K +$3.37K +30 +0.5%
CCM
787
Coldstream Capital Management
Washington
$718K -$856K -7,616 -54%
PB
788
Pinnacle Bancorp
Nebraska
$718K +$45.4K +404 +7%
RPWA
789
Regent Peak Wealth Advisors
Georgia
$713K +$713K +6,349 New
CMP
790
Courage Miller Partners
Virginia
$707K -$1.57K -14 -0.2%
BFPW
791
BOK Financial Private Wealth
Colorado
$703K +$703K +6,252 New
RIA
792
Realta Investment Advisors
Delaware
$700K +$138K +1,222 +24%
CMO
793
Covenant Multifamily Offices
Texas
$698K +$227K +2,130 +48%
ANBT
794
American National Bank & Trust
Texas
$696K +$16.9K +150 +2%
CIR
795
Clear Investment Research
Georgia
$690K -$12.5K -111 -2%
GG
796
GenWealth Group
New Jersey
$688K -$216K -1,922 -24%
BCM
797
Bayesian Capital Management
New York
$683K +$683K +6,077 New
TFGT
798
TS Financial Group (TSFG)
Illinois
$682K -$118K -1,055 -15%
WIA
799
World Investment Advisors
California
$677K -$17.8K -158 -3%
DC
800
Davenport & Co
Virginia
$676K -$1.02M -9,058 -60%
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