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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 %
BW
926
Bison Wealth
Georgia
$222K – – –
CFIA
927
Cantor Fitzgerald Investment Advisors
New York
$221K -$72.2K -637 -25%
CBU
928
CIBC Bank USA
Illinois
$221K -$12K -106 -5%
FANJ
929
Financial Architects (New Jersey)
New Jersey
$220K -$67.8K -599 -24%
PWAG
930
Polaris Wealth Advisory Group
California
$219K +$7.58K +67 +4%
GEA
931
Glen Eagle Advisors
New Jersey
$216K +$453 +4 +0.2%
AWM
932
Apollon Wealth Management
South Carolina
$212K +$140K +1,240 +196%
COI
933
Capital One Investing
Virginia
$211K – – –
MCM
934
Mengis Capital Management
Oregon
$210K -$15.7K -139 -7%
CASB
935
Cape Ann Savings Bank
Massachusetts
$209K -$30.6K -270 -13%
VCM
936
Vigilant Capital Management
Maine
$208K +$148K +1,307 +248%
NFG
937
Nations Financial Group
Iowa
$208K +$208K +1,835 New
IWS
938
Insight Wealth Strategies
California
$207K -$703K -6,223 -77%
ODCM
939
Old Dominion Capital Management
Virginia
$206K +$206K +1,820 New
OPA
940
Old Port Advisors
Maine
$204K -$8.32K -73 -4%
FLI
941
Family Legacy Inc
South Carolina
$204K +$3.02K +27 +2%
PMFA
942
Plante Moran Financial Advisors
Michigan
$204K +$41.9K +370 +26%
MPIA
943
Mountain Pacific Investment Advisers
Idaho
$203K +$203K +1,794 New
MC
944
Moors & Cabot
Massachusetts
$203K +$203K +1,806 New
HS
945
Horan Securities
United States
$200K -$9.17K -81 -4%
SCM
946
Silvant Capital Management
Georgia
$198K – – –
DOA
947
D'Orazio & Associates
Virginia
$191K +$50.9K +450 +36%
FGAM
948
Financial Gravity Asset Management
Texas
$184K -$780K -6,908 -81%
PFO
949
Pathstone Family Office
New Jersey
$183K -$113 -1 -0.1%
CHC
950
City Holding Co
West Virginia
$181K – – –
36 37
38
39 40