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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 %
MCM
951
McMillion Capital Management
North Carolina
$51K +$51K +460 New
AC
952
Avestar Capital
New York
$50K – – –
JAM
953
JCIC Asset Management
Ontario, Canada
$49K – – –
FCH
954
Freestone Capital Holdings
Washington
$48.3K +$6.47K +58,109 +15%
SSB
955
Sandy Spring Bank
Maryland
$43K – – –
FRA
956
Front Row Advisors
California
$42K – – –
FMII
957
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
PWMG
958
Prestige Wealth Management Group
New Jersey
$41K – – –
LWM
959
Lenox Wealth Management
Ohio
$36K +$27.4K +247 +317%
RFWA
960
RPg Family Wealth Advisory
Massachusetts
$36K – – –
CB
961
CNB Bank
Pennsylvania
$35K – – –
HCM
962
HMS Capital Management
Tennessee
$34K +$34K +309 New
HCC
963
Hirtle Callaghan & Co
Pennsylvania
$32K -$31K – –
WAS
964
Winch Advisory Services
Wisconsin
$30K – – –
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$30K +$7.56K +67 +34%
SA
966
SRH Advisors
Kansas
$28K – – –
BCA
967
Bray Capital Advisors
Florida
$28K +$28K +247 New
HDIM
968
Hanson & Doremus Investment Management
Vermont
$26K – – –
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
RWA
970
Redhawk Wealth Advisors
Minnesota
$26K +$26K +235 New
OAJ
971
Ogorek Anthony Joseph
New York
$25K +$25K +230 New
SMFS
972
Squar Milner Financial Services
California
$24K – – –
BAMG
973
Brand Asset Management Group
Missouri
$23K – – –
FDCDDQ
974
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.3K -$6.01K -54 -21%
ACS
975
Archford Capital Strategies
Illinois
$22K – – –
37 38
39
40 41