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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 %
BOS
926
Bingham Osborn & Scarborough
California
$392K -$88.6K -789 -18%
MCG
927
McCollum Christoferson Group
New York
$391K +$391K +3,480 New
BSW
928
Buckingham Strategic Wealth
Missouri
$388K -$46.8K -416 -11%
CBN
929
Cadence Bank NA
Texas
$388K +$388K +3,452 New
BRM
930
Boston Research & Management
Massachusetts
$384K -$4.38K -39 -1%
LC
931
LCNB Corp
Ohio
$383K -$3.93K -35 -1%
CAN
932
Claraphi Advisory Network
United States
$382K +$100K +891 +36%
BMCM
933
Bryn Mawr Capital Management
Pennsylvania
$381K – – –
JPLA
934
Joseph P. Lucia & Associates
New York
$376K +$78.6K +700 +26%
SCM
935
Spreng Capital Management
Ohio
$375K +$375K +3,339 New
SC
936
Slow Capital
California
$373K – – –
WIA
937
Wealthstreet Investment Advisors
Texas
$373K – – –
BPB
938
Badgley, Phelps & Bell
Washington
$373K +$16.9K +150 +5%
BPCE
939
Bank Pictet & Cie (Europe)
Germany
$372K – – –
GT
940
Greenleaf Trust
Michigan
$371K -$8.77K -78 -2%
CA
941
Claro Advisors
Massachusetts
$371K – – –
WA
942
Wealthstar Advisors
Texas
$370K -$2.22K -20 -0.6%
WI
943
Wintrust Investments
Illinois
$365K – – –
NL
944
NVWM LLC
Pennsylvania
$364K -$17.7K -157 -5%
GT
945
Glenview Trust
Kentucky
$364K -$4.49K -40 -1%
AF
946
Aldebaran Financial
$363K +$6.4K +57 +2%
MGI
947
MayTech Global Investments
New York
$360K – – –
MI
948
Moneywise Inc
Virginia
$359K +$793 +7 +0.2%
LWA
949
Lenox Wealth Advisors
New York
$344K +$1.35K +12 +0.4%
CCM
950
Crabel Capital Management
California
$343K -$211K -1,873 -38%
36 37
38
39 40