AGG icon

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 %
HPWM
826
Highland Private Wealth Management
Washington
$307K -$3.34K -30 -1%
SWRP
827
Summit Wealth & Retirement Planning
California
$306K +$306K +2,747 New
PGAM
828
Princeton Global Asset Management
New Jersey
$303K -$66.7K -599 -18%
SFSG
829
Stearns Financial Services Group
North Carolina
$303K +$43.8K +393 +17%
UFF
830
USA Financial Formulas
Michigan
$302K +$110K +1,014 +58%
SBIA
831
Sheaff Brock Investment Advisors
Indiana
$300K +$22K +198 +8%
OFS
832
OneAscent Financial Services
Alabama
$299K +$299K +2,685 New
TCB
833
Texas Capital Bancshares
Texas
$297K -$493K -4,421 -62%
IFWM
834
Institute for Wealth Management
Colorado
$295K -$9.37M -84,219 -97%
WI
835
Wedgewood Investors
Pennsylvania
$293K – – –
NSIM
836
North Star Investment Management
Illinois
$292K -$11.6K -104 -4%
GA
837
Gateway Advisory
New Jersey
$292K +$36.6K +328 +14%
CFIA
838
Cantor Fitzgerald Investment Advisors
New York
$288K -$13.2K -119 -4%
CCMG
839
Clark Capital Management Group
Pennsylvania
$288K -$7.14K -64 -2%
SWP
840
Strategic Wealth Partners
Ohio
$286K -$77.9K -701 -21%
AEPG
841
American Economic Planning Group
New Jersey
$286K -$8.35K -75 -3%
BFG
842
Beacon Financial Group
Texas
$284K +$16.3K +147 +6%
FANJ
843
Financial Architects (New Jersey)
New Jersey
$283K +$193K +1,737 +215%
GJIC
844
Gamble Jones Investment Counsel
California
$279K -$446 -4 -0.2%
HFA
845
Huber Financial Advisors
Illinois
$279K +$31.2K +280 +13%
IWM
846
IHT Wealth Management
Illinois
$277K +$24K +216 +10%
9WM
847
9258 Wealth Management
Ohio
$276K +$276K +2,480 New
RI
848
Ridgewood Investments
New Jersey
$274K – – –
LRIA
849
Leonard Rickey Investment Advisors
Washington
$270K +$16.8K +151 +7%
ADL
850
Asset Dedication LLC
California
$269K -$374K -3,366 -58%
32 33
34
35 36