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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 %
SF
801
Summit Financial
New Jersey
$362K -$1.32M -11,887 -79%
MI
802
Moneywise Inc
Virginia
$361K +$62.5K +561 +21%
MGI
803
MayTech Global Investments
New York
$356K – – –
AF
804
Aldebaran Financial
$354K – – –
SB
805
Simmons Bank
Arkansas
$350K – – –
LWA
806
Lenox Wealth Advisors
New York
$343K -$16.5K -148 -5%
FF
807
Friedenthal Financial
New Jersey
$341K +$72.1K +648 +27%
ClearBridge Investments
808
ClearBridge Investments
New York
$339K -$6.35K -57 -2%
CFS
809
CRA Financial Services
New Jersey
$337K – – –
MIS
810
Morningstar Investment Services
Illinois
$332K +$332K +2,978 New
ODG
811
O'Dell Group
Ohio
$327K +$111 +1 +0%
Neuberger Berman Group
812
Neuberger Berman Group
New York
$327K +$34.3K +308 +12%
WPC
813
Waters Parkerson & Co
Louisiana
$326K – – –
BWL
814
Bogart Wealth LLC
Virginia
$324K – – –
FC
815
Ferris Capital
Massachusetts
$324K +$80.7K +725 +33%
CFD
816
Creative Financial Designs
Indiana
$320K -$20.3K -183 -6%
BSW
817
Buckingham Strategic Wealth
Missouri
$319K -$40.3K -362 -11%
CAN
818
Claraphi Advisory Network
United States
$317K -$236K -2,118 -43%
FCBT
819
First Citizens Bank & Trust
North Carolina
$317K -$22.9K -206 -7%
OBWP
820
O'Brien Wealth Partners
Massachusetts
$317K – – –
UBG
821
United Bank (Georgia)
Georgia
$315K -$22.4K -201 -7%
WAM
822
Weatherly Asset Management
California
$314K +$9.57K +86 +3%
DWT
823
Dorsey & Whitney Trust
South Dakota
$312K -$55.1K -495 -15%
GM
824
GeoWealth Management
Illinois
$312K +$312K +2,798 New
RSWM
825
Robertson Stephens Wealth Management
California
$309K +$309K +2,772 New
31 32
33
34 35