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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 %
SP
801
Successful Portfolios
Florida
$671K +$17.8K +158 +3%
IFWM
802
Institute for Wealth Management
Colorado
$667K +$60.1K +534 +10%
CFA
803
Capstone Financial Advisors
Illinois
$666K -$255K -2,270 -28%
TGAM
804
TBH Global Asset Management
Tennessee
$665K +$665K +5,922 New
SLWS
805
Swaine & Leidel Wealth Services
Florida
$664K -$83.1K -740 -11%
CWM
806
Connecticut Wealth Management
Connecticut
$664K -$41.7K -371 -6%
XF
807
XML Financial
Maryland
$662K +$662K +5,897 New
BAM
808
Belpointe Asset Management
Nevada
$661K +$383K +3,404 +138%
SCG
809
Sonata Capital Group
Washington
$654K – – –
PAM
810
Palisade Asset Management
Minnesota
$653K -$29.4K -261 -4%
MCM
811
Maryland Capital Management
Maryland
$651K -$64.7K -576 -9%
SFG
812
StrategIQ Financial Group
Indiana
$644K +$19.6K +174 +3%
KCM
813
Karp Capital Management
California
$639K +$42.1K +375 +7%
DAM
814
Delta Asset Management
Tennessee
$638K +$44.6K +397 +8%
LNB
815
Ledyard National Bank
$632K -$6.75K -60 -1%
MOS
816
MGO One Seven
Ohio
$631K +$168K +1,500 +36%
Fiera Capital (Canada)
817
Fiera Capital (Canada)
Quebec, Canada
$630K +$8.54K +76 +1%
WU
818
Wealthsimple US
New York
$630K +$630K +5,605 New
TNB
819
TCF National Bank
South Dakota
$629K +$38.1K +339 +6%
SW
820
SteelPeak Wealth
California
$622K +$622K +5,538 New
Principal Financial Group
821
Principal Financial Group
Iowa
$620K -$9.51M -84,679 -94%
PCG
822
Private Capital Group
Connecticut
$617K +$86.9K +773 +16%
CAM
823
Claret Asset Management
Quebec, Canada
$607K -$420K -3,738 -41%
Brown Advisory
824
Brown Advisory
Maryland
$603K +$1.8K +16 +0.3%
NS
825
NewDay Solutions
New Hampshire
$602K -$191K -1,698 -24%
31 32
33
34 35