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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 %
CAC
926
Certified Advisory Corp
Florida
$103K +$558 +5 +0.5%
GI
927
Gradient Investments
Minnesota
$100K +$44.6K +400 +81%
SFG
928
SevenBridge Financial Group
Pennsylvania
$99K +$86.8K +778 +714%
HGWM
929
Harvest Group Wealth Management
Massachusetts
$91K +$3.23K +29 +4%
CCM
930
Covington Capital Management
California
$89K – – –
VC
931
Vestor Capital
Illinois
$85K +$85K +764 New
AWA
932
Artemis Wealth Advisors
New York
$80.2K – – –
RCA
933
Rowland Carmichael Advisors
Arizona
$75K +$17.5K +158 +31%
WCM
934
Whitener Capital Management
North Carolina
$71K – – –
AWM
935
Apollon Wealth Management
South Carolina
$71K +$71K +634 New
PG
936
Proffitt & Goodson
Tennessee
$70K -$224 -2 -0.3%
BWA
937
Burt Wealth Advisors
Maryland
$70K – – –
TIM
938
Tortoise Investment Management
New York
$67K -$12.1K -109 -15%
CCM
939
Cribstone Capital Management
Maine
$67K -$2.11K -19 -3%
OIA
940
OneDigital Investment Advisors
Kansas
$63K +$21.4K +191 +51%
AIM
941
Anchor Investment Management
South Carolina
$59.9K – – –
VCM
942
Vigilant Capital Management
Maine
$59K -$8.29K -74 -12%
KPCM
943
Kings Point Capital Management
New York
$58K +$58K +525 New
PAI
944
Pittenger & Anderson Inc
Nebraska
$57K +$42K +380 +279%
BAM
945
Barrett Asset Management
New York
$56K -$23K -205 -29%
CICI
946
Capital Investment Counsel Inc
North Carolina
$56K – – –
SIM
947
Sonora Investment Management
Arizona
$55K -$105K -943 -66%
MWC
948
MKD Wealth Coaches
Michigan
$54K +$39.3K +356 +268%
SFA
949
Semmax Financial Advisors
North Carolina
$52K -$81.3K -733 -61%
AIL
950
AGF Investments LLC
Ontario, Canada
$51K +$16K +142 +46%
36 37
38
39 40