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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 %
BWA
976
Burt Wealth Advisors
Maryland
$71K – – –
AIL
977
AGF Investments LLC
Ontario, Canada
$70K +$18.8K +167 +37%
CCM
978
Cribstone Capital Management
Maine
$68K – – –
HIIFS
979
Harel Insurance Investments & Financial Services
Israel
$68K +$68K +600 New
SSB
980
Sandy Spring Bank
Maryland
$66K +$22.6K +200 +52%
VNA
981
Valley National Advisers
Pennsylvania
$63K +$63K +554 New
AIM
982
Anchor Investment Management
South Carolina
$60.9K – – –
PAI
983
Pittenger & Anderson Inc
Nebraska
$60K +$1.81K +16 +3%
BAM
984
Barrett Asset Management
New York
$57K – – –
GI
985
Gradient Investments
Minnesota
$55K -$46K -408 -46%
SFA
986
Semmax Financial Advisors
North Carolina
$53K – – –
CTC
987
Central Trust Company
Missouri
$53K +$53K +468 New
FCH
988
Freestone Capital Holdings
Washington
$52.6K +$3.43K +30,322 +7%
HPC
989
HM Payson & Co
Maine
$52K -$87.2K -771 -63%
MCM
990
McMillion Capital Management
North Carolina
$52K – – –
LWM
991
Lenox Wealth Management
Ohio
$51K +$14.4K +128 +39%
ADL
992
Asset Dedication LLC
California
$49K -$222K -1,982 -82%
TFS
993
TrustCore Financial Services
Tennessee
$47K +$44.5K +393 +1,786%
CICI
994
Capital Investment Counsel Inc
North Carolina
$42K -$14.8K -130 -26%
FMII
995
Farmers & Merchants Investments Inc
Nebraska
$42K – – –
TIM
996
Tortoise Investment Management
New York
$40K -$29.1K -254 -42%
HCC
997
Hirtle Callaghan & Co
Pennsylvania
$40K -$32K – –
RFWA
998
RPg Family Wealth Advisory
Massachusetts
$36.6K – – –
CB
999
CNB Bank
Pennsylvania
$36K – – –
BRC
1000
Bell Rock Capital
Delaware
$34K +$26.9K +236 +381%
38 39
40
41 42