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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 %
AIC
901
Archer Investment Corporation
Indiana
$433K +$55.8K +490 +15%
CF
902
Centaurus Financial
California
$431K -$82.7K -736 -16%
LWM
903
Lenox Wealth Management
Ohio
$431K +$380K +3,386 +747%
RG
904
Rathbones Group
United Kingdom
$428K – – –
BCA
905
Bay Colony Advisors
Massachusetts
$424K -$111K -977 -21%
S
906
SignatureFD
Georgia
$424K +$197K +1,754 +87%
BWP
907
BSW Wealth Partners
Colorado
$423K -$119K -1,060 -22%
HCA
908
Harbour Capital Advisors
Virginia
$421K -$25.3K -225 -6%
QCIG
909
Quad-Cities Investment Group
Iowa
$419K +$84.7K +752 +25%
GCA
910
Guardian Capital Advisors
Ontario, Canada
$416K -$50.9K -450 -11%
PGFC
911
Peapack-Gladstone Financial Corp
New Jersey
$416K – – –
VCM
912
Vivaldi Capital Management
Illinois
$416K +$5.73K +51 +1%
CC
913
Courier Capital
New York
$414K +$14.1K +125 +4%
CDIA
914
Capital Directions Investment Advisors
Georgia
$413K -$4.72K -42 -1%
FC
915
Fusion Capital
South Carolina
$412K +$412K +3,665 New
GA
916
Gateway Advisory
New Jersey
$411K +$38.4K +342 +10%
WF
917
Welch & Forbes
Massachusetts
$410K -$19.1K -170 -4%
CAM
918
Cubic Asset Management
Massachusetts
$407K +$11.8K +105 +3%
DSA
919
Droms Strauss Advisors
Missouri
$401K +$401K +3,561 New
KF
920
Krilogy Financial
Missouri
$399K -$8.98K -80 -2%
MFT
921
Moisand Fitzgerald Tamayo
Florida
$396K +$2.81K +25 +0.7%
AIA
922
Arbor Investment Advisors
North Carolina
$395K +$5.39K +48 +1%
HTC
923
Haverford Trust Company
Pennsylvania
$394K +$394K +3,510 New
LNWWM
924
Laird Norton Wetherby Wealth Management
California
$393K -$8.31K -74 -2%
BWA
925
Beam Wealth Advisors
Louisiana
$393K +$393K +3,501 New
35 36
37
38 39