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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 %
AFA
901
American Financial Advisors
Georgia
$253K -$113 -1 -0%
THWM
902
Taylor Hoffman Wealth Management
Virginia
$252K – – –
LA
903
LexAurum Advisors
Kansas
$252K +$44K +389 +21%
FIM
904
Frontier Investment Management
Texas
$249K +$249K +2,201 New
RMDI
905
R.M. Davis Inc
Maine
$248K +$248K +2,188 New
LF
906
Lantz Financial
Illinois
$247K – – –
CCMG
907
Clark Capital Management Group
Pennsylvania
$245K -$46.8K -414 -16%
CCA
908
Checchi Capital Advisers
California
$244K -$11.1K -98 -4%
AFC
909
AFT Forsyth & Company
Florida
$242K – – –
WDL
910
Well Done LLC
Michigan
$240K – – –
BJ
911
Brouwer & Janachowski
California
$239K -$6.1K -54 -2%
CFA
912
Carroll Financial Associates
North Carolina
$238K -$903 -8 -0.4%
CQS
913
Credential Qtrade Securities
$236K – – –
SXL
914
Summit X LLC
Missouri
$236K -$3.73M -33,022 -94%
BHBT
915
Burke & Herbert Bank & Trust
Virginia
$236K -$5.1K -45 -2%
TTWM
916
TCV Trust & Wealth Management
Virginia
$234K – – –
UFF
917
USA Financial Formulas
Michigan
$233K -$80.8K -714 -26%
SW
918
SlateStone Wealth
Florida
$232K -$3.96K -35 -2%
FAM
919
Foothills Asset Management
Arizona
$231K – – –
CHAM
920
Clear Harbor Asset Management
Connecticut
$230K +$2.38K +21 +1%
S
921
SignatureFD
Georgia
$229K -$158K -1,391 -41%
WAG
922
Winthrop Advisory Group
Massachusetts
$229K +$229K +2,024 New
OC
923
Oarsman Capital
Wisconsin
$226K -$13.8K -122 -6%
DI
924
DFPG Investments
Utah
$226K +$17.5K +154 +8%
SFM
925
Signet Financial Management
New Jersey
$224K +$224K +2,004 New
35 36
37
38 39