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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 %
FPFS
851
First Personal Financial Services
North Carolina
$269K – – –
Koshinski Asset Management
852
Koshinski Asset Management
Illinois
$266K -$194K -1,744 -42%
DCM
853
Dimension Capital Management
Florida
$265K +$1.34K +12 +0.5%
RCP
854
Rothschild Capital Partners
New York
$262K – – –
NGA
855
Naples Global Advisors
Florida
$260K -$2.23K -20 -0.8%
CPA
856
Clear Perspective Advisors
Illinois
$257K – – –
JPLA
857
Joseph P. Lucia & Associates
New York
$253K -$27.2M -243,657 -99%
FNT
858
First National Trust
Pennsylvania
$253K -$11.9K -107 -4%
QCIG
859
Quad-Cities Investment Group
Iowa
$253K +$80.9K +727 +47%
BA
860
Boston Advisors
Massachusetts
$253K +$253K +2,275 New
PCG
861
Private Capital Group
Connecticut
$251K -$75.5K -709 -23%
CCA
862
Checchi Capital Advisers
California
$251K +$251K +2,254 New
AFA
863
American Financial Advisors
Georgia
$249K -$53.3K -479 -18%
THWM
864
Taylor Hoffman Wealth Management
Virginia
$248K – – –
CAAS
865
Capital Asset Advisory Services
Michigan
$245K +$245K +2,197 New
LF
866
Lantz Financial
Illinois
$243K -$13.1K -118 -5%
BJ
867
Brouwer & Janachowski
California
$242K -$1.34K -12 -0.5%
AFC
868
AFT Forsyth & Company
Florida
$238K +$6.67K +60 +3%
BHBT
869
Burke & Herbert Bank & Trust
Virginia
$237K -$8.91K -80 -4%
ACP
870
Arcus Capital Partners
Georgia
$237K +$1.56K +14 +0.7%
OC
871
Oarsman Capital
Wisconsin
$236K -$2.9K -26 -1%
CASB
872
Cape Ann Savings Bank
Massachusetts
$236K – – –
WDL
873
Well Done LLC
Michigan
$236K – – –
CFA
874
Carroll Financial Associates
North Carolina
$235K +$3.67K +33 +2%
WI
875
Wintrust Investments
Illinois
$235K +$8.69K +78 +4%
33 34
35
36 37