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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 %
V
976
Veritable
Delaware
$304K – – –
SBIA
977
Sheaff Brock Investment Advisors
Indiana
$303K – – –
GWS
978
Glassman Wealth Services
Virginia
$302K -$160K -1,422 -35%
DY
979
Dowling & Yahnke
California
$299K +$299K +2,664 New
DI
980
Disciplined Investments
Oklahoma
$298K +$298K +2,656 New
GM
981
GeoWealth Management
Illinois
$296K -$891K -7,943 -75%
RI
982
Ridgewood Investments
New Jersey
$296K -$5.73K -51 -2%
NGA
983
Naples Global Advisors
Florida
$296K – – –
WI
984
Wedgewood Investors
Pennsylvania
$294K – – –
TCA
985
Transcend Capital Advisors
New Jersey
$293K +$293K +2,610 New
NSIM
986
North Star Investment Management
Illinois
$292K -$3.37K -30 -1%
WPC
987
Waters Parkerson & Co
Louisiana
$288K -$22.4K -200 -7%
SFSG
988
Stearns Financial Services Group
North Carolina
$284K +$2.14K +19 +0.8%
FCM
989
Firestone Capital Management
Florida
$282K +$282K +2,514 New
CPSC
990
Carl P. Sherr & Co
Massachusetts
$281K +$281K +2,505 New
SW
991
SlateStone Wealth
Florida
$279K +$49K +436 +21%
RBA
992
Richard Bernstein Advisors
New York
$279K +$279K +2,484 New
AWM
993
Avondale Wealth Management
Texas
$278K -$112 -1 -0%
HZ
994
Hixon Zuercher
Ohio
$278K +$278K +2,477 New
CCFM
995
Clear Creek Financial Management
Washington
$268K +$9.42K +83 +4%
FPCG
996
Fort Pitt Capital Group
Pennsylvania
$268K +$268K +2,388 New
B
997
Bridgeworth
Alabama
$267K -$19K -169 -7%
YWP
998
YorkBridge Wealth Partners
New York
$265K +$265K +2,356 New
OC
999
Oakworth Capital
Alabama
$264K +$11.3K +100 +4%
HWA
1000
HCR Wealth Advisors
California
$262K +$3.93K +35 +2%
38 39
40
41 42