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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 %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$75.5M -$2.63M -23,204 -3%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$72M +$31.9M +281,714 +79%
FMC
78
First Merchants Corp
Indiana
$71.6M +$71.6M +632,444 New
UCFA
79
United Capital Financial Advisors
Texas
$71M -$25.4M -224,395 -26%
ZIM
80
Zacks Investment Management
Illinois
$69M +$1.29M +11,375 +2%
TK
81
TIAA Kaspick
Massachusetts
$69M +$7.87M +69,519 +13%
TCM
82
Twele Capital Management
Minnesota
$68.6M +$1.41M +12,482 +2%
AIP
83
Ameritas Investment Partners
Nebraska
$65.2M -$3.85M -34,001 -6%
PPA
84
Parametric Portfolio Associates
Washington
$62.7M +$26.5M +233,920 +73%
BC
85
Brinker Capital
Pennsylvania
$61.6M +$3.62M +32,030 +6%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$60.8M +$17.2M +205,085 +40%
MA
87
MCF Advisors
Kentucky
$60.1M +$847K +7,485 +1%
BAAM
88
Baker Avenue Asset Management
California
$59M +$1.26M +11,177 +2%
AF
89
Alerus Financial
North Dakota
$58.9M +$196K +1,733 +0.3%
AWS
90
AJ Wealth Strategies
New York
$58.4M +$7.63M +67,407 +15%
HighTower Advisors
91
HighTower Advisors
Illinois
$53.6M +$3.47M +30,648 +7%
AF
92
Allworth Financial
California
$52.9M -$698K -6,172 -1%
FA
93
FDx Advisors
Illinois
$51.5M -$14M -123,348 -21%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$51.4M +$2.37M +20,973 +5%
MAM
95
Meeder Asset Management
Ohio
$48.3M +$23.1M +204,367 +92%
DCM
96
Disciplina Capital Management
Tennessee
$46.2M -$878K -7,755 -2%
CAL
97
Capital Analysts LLC
Pennsylvania
$45.7M +$651K +5,749 +1%
Lazard Asset Management
98
Lazard Asset Management
New York
$45.4M -$43.1M – –
PFM
99
Phillips Financial Management
Indiana
$44.1M +$4.12M +36,380 +10%
PI
100
PHH Investments
Texas
$43.5M +$35.9M +316,947 +469%
2 3
4
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