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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 %
ATC
851
Adirondack Trust Company
New York
$527K +$94.2K +821 +22%
VFM
852
Vivid Financial Management
California
$527K +$527K +4,615 New
AIM
853
Axiom Investment Management
New York
$525K -$55.6K -495 -10%
SIA
854
Starfire Investment Advisers
Michigan
$525K -$23.4K -208 -4%
SCA
855
Stillwater Capital Advisors
Pennsylvania
$521K +$22.5K +200 +5%
AIP
856
Almanack Investment Partners
Pennsylvania
$521K +$208K +1,848 +66%
JCM
857
Janney Capital Management
Pennsylvania
$513K +$127K +1,128 +33%
MIA
858
MainStreet Investment Advisors
Illinois
$508K – – –
WCM
859
Windham Capital Management
Massachusetts
$507K +$2.59K +23 +0.5%
SIS
860
Sound Income Strategies
Florida
$507K +$88.5K +788 +21%
CAW
861
Cornerstone Advisors (Washington)
Washington
$505K +$4.27K +38 +0.9%
BSAM
862
Blue Sky Asset Management
Colorado
$504K +$504K +4,485 New
NWM
863
Northwest Wealth Management
Iowa
$500K -$10.3K -92 -2%
TNBTD
864
Trustmark National Bank Trust Department
Mississippi
$499K +$2.47K +22 +0.5%
MCWA
865
Meadow Creek Wealth Advisors
Georgia
$497K +$497K +4,419 New
GEA
866
Glen Eagle Advisors
New Jersey
$493K +$279K +2,484 +130%
RWA
867
River Wealth Advisors
Pennsylvania
$492K -$4.83K -43 -1%
F
868
Filament
Washington
$490K – – –
RIM
869
Rampart Investment Management
Connecticut
$486K -$107K -952 -18%
KCM
870
Kanawha Capital Management
Virginia
$485K +$25.3K +225 +5%
HCM
871
Horan Capital Management
Maryland
$484K -$549K -4,883 -53%
BFA
872
Bluestem Financial Advisors
Illinois
$484K +$484K +4,306 New
SCA
873
Strategic Capital Advisers
Colorado
$480K – – –
AWA
874
ARS Wealth Advisors
Florida
$475K -$33.8K -301 -7%
T
875
TrueFG
Texas
$471K +$471K +4,195 New
33 34
35
36 37