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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 %
TNB
826
Thomasville National Bank
Georgia
$599K +$11.6K +103 +2%
UWM
827
USAdvisors Wealth Management
Minnesota
$595K +$595K +5,292 New
SFS
828
Summit Financial Strategies
Ohio
$593K +$6.52K +58 +1%
HA
829
HYA Advisors
Missouri
$593K +$593K +5,276 New
AFIA
830
America First Investment Advisors
Nebraska
$586K – – –
FNT
831
First National Trust
Pennsylvania
$586K +$94.8K +844 +19%
RSWM
832
Robertson Stephens Wealth Management
California
$581K +$94.9K +845 +20%
BWM
833
Brickley Wealth Management
California
$580K +$282K +2,507 +94%
JF
834
JSF Financial
California
$577K -$55.1K -491 -9%
BPA
835
Beacon Pointe Advisors
California
$573K +$188K +1,673 +49%
BI
836
Ballast Inc
Kentucky
$571K -$248K -2,215 -30%
CAM
837
Cidel Asset Management
Ontario, Canada
$569K -$1.41M -12,429 Closed
PWM
838
Paulson Wealth Management
Illinois
$569K -$215K -1,901 -27%
CC
839
Claybrook Capital
Massachusetts
$569K – – –
ONB
840
Old National Bancorp
Indiana
$565K +$9.11K +81 +2%
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
$560K +$560K +4,982 New
MPCG
842
Matrix Private Capital Group
New York
$558K +$558K +4,962 New
CIC
843
Carnegie Investment Counsel
Ohio
$553K +$10.8K +96 +2%
BCM
844
Brookmont Capital Management
Texas
$548K -$2.47K -22 -0.4%
Nomura Asset Management
845
Nomura Asset Management
Japan
$544K – – –
TCOV
846
Trust Company of Vermont
Vermont
$539K +$539K +4,796 New
LJAC
847
L.J. Altfest & Co
New York
$538K +$2.58K +23 +0.5%
BRWM
848
B. Riley Wealth Management
Tennessee
$537K -$583K -5,190 -52%
BWAM
849
Boyd Watterson Asset Management
Ohio
$532K – – –
WPC
850
White Pine Capital
Minnesota
$529K – – –
32 33
34
35 36