AGG icon

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 %
ClearBridge Investments
951
ClearBridge Investments
New York
$342K – – –
ODG
952
O'Dell Group
Ohio
$339K +$3.71K +33 +1%
AWM
953
Apollon Wealth Management
South Carolina
$336K +$124K +1,099 +59%
NFG
954
Nations Financial Group
Iowa
$336K +$130K +1,152 +63%
TCWM
955
Total Clarity Wealth Management
Illinois
$334K +$334K +2,976 New
SF
956
Summit Financial
New Jersey
$332K +$332K +2,956 New
SEI Investments
957
SEI Investments
Pennsylvania
$332K -$44.2K -393 -12%
EK
958
Evensky & Katz
Florida
$331K -$1.4M -12,466 -81%
IFO
959
Independent Family Office
New York
$331K +$331K +2,949 New
BWL
960
Bogart Wealth LLC
Virginia
$327K – – –
LRIA
961
Leonard Rickey Investment Advisors
Washington
$324K -$41K -365 -11%
PPP
962
Private Portfolio Partners
New Jersey
$324K +$2.36K +21 +0.7%
CIAS
963
CBIZ Investment Advisory Services
Ohio
$321K – – –
LFG
964
LifePlan Financial Group
Ohio
$321K +$112 +1 +0%
UBG
965
United Bank (Georgia)
Georgia
$318K – – –
BFG
966
Beacon Financial Group
Texas
$318K +$31.2K +278 +11%
CAM
967
Concorde Asset Management
Michigan
$317K -$106K -939 -25%
WAM
968
Weatherly Asset Management
California
$317K – – –
MWM
969
Meridian Wealth Management
Kentucky
$315K +$52.6K +468 +20%
Neuberger Berman Group
970
Neuberger Berman Group
New York
$314K +$1.23K +11 +0.4%
DWT
971
Dorsey & Whitney Trust
South Dakota
$312K – – –
DIM
972
Delta Investment Management
California
$312K +$312K +2,778 New
PEA
973
Pacific Edge Advisors
California
$311K – – –
HF
974
HRT Financial
New York
$309K -$8.06M -71,717 -96%
WCG
975
Wall Capital Group
Arizona
$308K -$162K -1,443 -34%
37 38
39
40 41