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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 %
SRC
801
Sage Rhino Capital
California
$435K +$435K +3,848 New
IA
802
IndexIQ Advisors
New York
$432K -$5.03M -44,445 -92%
BCM
803
Brasada Capital Management
Texas
$432K +$432K +3,815 New
WF
804
Welch & Forbes
Massachusetts
$431K -$19.9K -176 -4%
RG
805
Rathbones Group
United Kingdom
$431K +$431K +3,808 New
FFN
806
Focus Financial Network
Minnesota
$431K -$1.11M -9,792 -72%
ATC
807
Adirondack Trust Company
New York
$427K +$48.1K +425 +13%
CAM
808
Concorde Asset Management
Michigan
$425K -$144K -1,274 -25%
SIS
809
Sound Income Strategies
Florida
$422K +$45.4K +401 +12%
CDIA
810
Capital Directions Investment Advisors
Georgia
$421K -$44.8K -396 -10%
PGFC
811
Peapack-Gladstone Financial Corp
New Jersey
$418K -$78.7K -696 -16%
WWM
812
Windsor Wealth Management
Indiana
$417K +$417K +3,687 New
VCM
813
Vivaldi Capital Management
Illinois
$413K -$23.7K -209 -5%
RWM
814
Reston Wealth Management
Virginia
$413K +$2.26K +20 +0.6%
KF
815
Krilogy Financial
Missouri
$411K -$98.5K -871 -19%
LNWWM
816
Laird Norton Wetherby Wealth Management
California
$404K – – –
CC
817
Courier Capital
New York
$403K – – –
RWM
818
Ritholtz Wealth Management
New York
$403K +$193K +1,707 +92%
CFS
819
CRA Financial Services
New Jersey
$402K +$59.5K +525 +17%
T. Rowe Price Associates
820
T. Rowe Price Associates
Maryland
$401K +$401K +3,547 New
CAM
821
Cubic Asset Management
Massachusetts
$398K -$1.7K -15 -0.4%
CSM
822
CAMG Solamere Management
North Carolina
$396K – – –
MFT
823
Moisand Fitzgerald Tamayo
Florida
$396K +$3.06K +27 +0.8%
AIA
824
Arbor Investment Advisors
North Carolina
$392K -$41.5K -367 -10%
BRM
825
Boston Research & Management
Massachusetts
$391K +$3.62K +32 +0.9%
31 32
33
34 35