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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 %
CIAS
901
Capital Investment Advisory Services
North Carolina
$198K +$36.5K +327 +23%
FWM
902
Focused Wealth Management
New York
$197K -$253K -2,277 -56%
SCM
903
Silvant Capital Management
Georgia
$195K – – –
SQA
904
Simon Quick Advisors
New Jersey
$188K +$30.2K +271 +19%
PFO
905
Pathstone Family Office
New Jersey
$179K +$111 +1 +0.1%
CHC
906
City Holding Co
West Virginia
$178K -$12.2K -110 -6%
BCP
907
Blue Chip Partners
Michigan
$160K -$23K -207 -13%
SFC
908
SYM Financial Corp
Indiana
$160K -$8.49K -76 -5%
PMFA
909
Plante Moran Financial Advisors
Michigan
$159K +$127K +1,138 +390%
LWA
910
Lowe Wealth Advisors
Maryland
$157K – – –
1IA
911
1834 Investment Advisors
Wisconsin
$156K -$1.67K -15 -1%
AOWM
912
Alpha Omega Wealth Management
Virginia
$155K +$111 +1 +0.1%
GWA
913
Guidant Wealth Advisors
Illinois
$152K – – –
DOA
914
D'Orazio & Associates
Virginia
$138K – – –
HPC
915
HM Payson & Co
Maine
$137K +$137K +1,231 New
IWA
916
IBEX Wealth Advisors
New Jersey
$128K +$128K +1,158 New
BAM
917
Belpointe Asset Management
Nevada
$123K +$123K +1,101 New
DSC
918
Duncker Streett & Co
Missouri
$119K +$222 +2 +0.2%
AIM
919
Arcadia Investment Management
Michigan
$117K – – –
APW
920
Acima Private Wealth
Virginia
$112K – – –
WC
921
Westwind Capital
New Mexico
$112K +$11.1K +100 +11%
TFA
922
Toth Financial Advisory
Virginia
$110K -$12.8K -115 -10%
SIC
923
Salem Investment Counselors
North Carolina
$110K +$110K +987 New
IWMA
924
Ironwood Wealth Management (Arizona)
Arizona
$109K +$6.44K +58 +6%
FCMT
925
Founders Capital Management (Texas)
Texas
$105K – – –
35 36
37
38 39