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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 %
WA
851
Wealth Architects
California
$342K +$342K +3,022 New
SB
852
Simmons Bank
Arkansas
$341K -$14.6K -129 -4%
ODG
853
O'Dell Group
Ohio
$337K +$5.43K +48 +2%
QCIG
854
Quad-Cities Investment Group
Iowa
$336K +$78.9K +697 +31%
BWL
855
Bogart Wealth LLC
Virginia
$330K – – –
SWRP
856
Summit Wealth & Retirement Planning
California
$329K +$17.8K +157 +6%
CFD
857
Creative Financial Designs
Indiana
$325K -$1.7K -15 -0.5%
PPP
858
Private Portfolio Partners
New Jersey
$324K -$1.6M -14,087 -83%
LFG
859
LifePlan Financial Group
Ohio
$323K -$48K -424 -13%
UBG
860
United Bank (Georgia)
Georgia
$320K – – –
WAM
861
Weatherly Asset Management
California
$319K – – –
AIP
862
Almanack Investment Partners
Pennsylvania
$316K +$316K +2,790 New
Neuberger Berman Group
863
Neuberger Berman Group
New York
$315K -$16.6K -147 -5%
DWT
864
Dorsey & Whitney Trust
South Dakota
$314K -$3.4K -30 -1%
WPC
865
Waters Parkerson & Co
Louisiana
$313K -$17.8K -157 -5%
PEA
866
Pacific Edge Advisors
California
$313K +$313K +2,769 New
EWF
867
Epstein & White Financial
California
$310K -$290K -2,544 -48%
FCBT
868
First Citizens Bank & Trust
North Carolina
$307K -$15.2K -134 -5%
SAMC
869
Spectrum Asset Management (Connecticut)
Connecticut
$306K -$185K -1,628 -38%
V
870
Veritable
Delaware
$306K +$306K +2,706 New
SBIA
871
Sheaff Brock Investment Advisors
Indiana
$305K – – –
RI
872
Ridgewood Investments
New Jersey
$304K +$25.8K +228 +9%
BWM
873
Brickley Wealth Management
California
$301K +$301K +2,656 New
JPLA
874
Joseph P. Lucia & Associates
New York
$300K +$43K +380 +17%
NSIM
875
North Star Investment Management
Illinois
$298K +$1.02K +9 +0.3%
33 34
35
36 37