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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 %
HFA
876
Huber Financial Advisors
Illinois
$298K +$14.7K +130 +5%
NGA
877
Naples Global Advisors
Florida
$298K +$33.9K +300 +13%
WI
878
Wedgewood Investors
Pennsylvania
$297K -$1.13K -10 -0.4%
AEPG
879
American Economic Planning Group
New Jersey
$290K – – –
BFG
880
Beacon Financial Group
Texas
$289K – – –
B
881
Bridgeworth
Alabama
$288K +$288K +2,542 New
CAN
882
Claraphi Advisory Network
United States
$284K -$38.1K -337 -12%
SFSG
883
Stearns Financial Services Group
North Carolina
$284K -$23.7K -209 -8%
GJIC
884
Gamble Jones Investment Counsel
California
$284K +$1.02K +9 +0.4%
TCB
885
Texas Capital Bancshares
Texas
$283K -$18K -159 -6%
AWM
886
Avondale Wealth Management
Texas
$280K -$699K -6,177 -71%
BAM
887
Belpointe Asset Management
Nevada
$279K +$155K +1,369 +124%
S
888
Surevest
California
$272K +$272K +2,407 New
DCM
889
Dimension Capital Management
Florida
$271K +$1.36K +12 +0.5%
RCP
890
Rothschild Capital Partners
New York
$266K – – –
ACP
891
Arcus Capital Partners
Georgia
$265K +$23.5K +207 +10%
MWM
892
Meridian Wealth Management
Kentucky
$264K +$38.8K +343 +17%
CPA
893
Clear Perspective Advisors
Illinois
$261K – – –
SRC
894
Shufro Rose & Co
New York
$260K -$131K -1,154 -33%
HWA
895
HCR Wealth Advisors
California
$259K +$259K +2,298 New
RFN
896
RDA Financial Network
Iowa
$257K +$257K +2,280 New
SQA
897
Simon Quick Advisors
New Jersey
$256K +$64.6K +570 +34%
CCFM
898
Clear Creek Financial Management
Washington
$256K +$256K +2,279 New
OC
899
Oakworth Capital
Alabama
$254K +$36.9K +326 +17%
SWA
900
Stratos Wealth Advisors
Ohio
$254K +$254K +2,241 New
34 35
36
37 38