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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 %
AWM
976
AllSquare Wealth Management
New York
$21K – – –
CH
977
Canton Hathaway
Rhode Island
$19K -$24.9K -227 -57%
RWA
978
Ropes Wealth Advisors
Massachusetts
$18K – – –
LWM
979
Liberty Wealth Management
California
$18K +$5.44K +49 +43%
SNT
980
Security National Trust
West Virginia
$17K – – –
HR
981
Howe & Rusling
New York
$15K -$23.8K -208 -61%
LA
982
Legacy Advisors
Pennsylvania
$15K – – –
PK
983
Pflug Koory
Nebraska
$14K – – –
FPB
984
First PREMIER Bank
South Dakota
$14K – – –
ME
985
McIlrath & Eck
Washington
$14K – – –
TWA
986
TCI Wealth Advisors
Arizona
$13K – – –
ARMC
987
American Research & Management Company
Massachusetts
$11K – – –
CB
988
Community Bank
New York
$11K – – –
CG
989
Cutler Group
California
$11K +$11K +100 New
BCMIO
990
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$10K +92 New
WIM
991
Westside Investment Management
California
$9.19K +$9.19K +82,491 New
MWP
992
MYCIO Wealth Partners
Pennsylvania
$8K +$8K +76 New
FNB
993
Farmers National Bank
Kentucky
$7K -$17.7K -162 -72%
RBC
994
Roble Belko & Company
Pennsylvania
$7K – – –
TA
995
TCG Advisors
Texas
$7K – – –
BRC
996
Bell Rock Capital
Delaware
$6K – – –
BHWM
997
Bay Harbor Wealth Management
Maryland
$4K -$53.4K -481 -93%
BFC
998
Bedel Financial Consulting
Indiana
$4K – – –
UB
999
UMB Bank
Missouri
$3.02K +$42 +378 +1%
DPA
1000
Delphi Private Advisors
California
$3K +$3K +26 New
38 39
40
41 42