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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 %
BAS
876
Brown Advisory Securities
Maryland
$469K -$18.8K -168 -4%
PBF
877
Petix & Botte Financial
California
$467K +$467K +4,152 New
GAB
878
German American Bancorp
Indiana
$464K – – –
LHC
879
Little House Capital
Massachusetts
$462K -$6.74K -60 -1%
PNAA
880
Pictet North America Advisors
Switzerland
$461K – – –
LIM
881
Leavell Investment Management
Alabama
$461K +$3.37K +30 +0.7%
CFS
882
CRA Financial Services
New Jersey
$460K +$60.9K +542 +15%
SRC
883
Shufro Rose & Co
New York
$459K +$201K +1,792 +78%
CWM
884
Cranbrook Wealth Management
Michigan
$458K -$59.6K -530 -12%
CC
885
Copperleaf Capital
North Carolina
$457K +$457K +4,065 New
Jane Street
886
Jane Street
New York
$456K -$14.5K -129 -3%
SFM
887
Signet Financial Management
New Jersey
$456K +$231K +2,054 +102%
LFS
888
Legacy Financial Strategies
Kansas
$453K -$87.5K -779 -16%
TC
889
Trust Company
Kansas
$452K -$62K -551 -12%
SCM
890
Stellar Capital Management
Arizona
$451K -$42.7K -380 -9%
EWA
891
Exencial Wealth Advisors
Oklahoma
$447K +$447K +3,977 New
BCM
892
Brasada Capital Management
Texas
$442K +$13.3K +118 +3%
WWM
893
Windsor Wealth Management
Indiana
$441K +$27K +240 +7%
MFG
894
MidWestOne Financial Group
Iowa
$440K +$440K +3,924 New
FIM
895
Fernwood Investment Management
Massachusetts
$438K -$22.5K -200 -5%
EAM
896
Evanson Asset Management
California
$437K +$1.69K +15 +0.4%
FC
897
Ferris Capital
Massachusetts
$436K – – –
GC
898
Grace Capital
Massachusetts
$435K – – –
SRC
899
Sage Rhino Capital
California
$435K – – –
GIM
900
Greenwich Investment Management
Connecticut
$433K – – –
34 35
36
37 38