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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 %
MWM
1001
Meridian Wealth Management
Kentucky
$2.22K +$2.22K +1,992 New
NR
1002
Newfound Research
Massachusetts
$2K – – –
PCP
1003
Proficio Capital Partners
Massachusetts
$2K – – –
TFS
1004
TrustCore Financial Services
Tennessee
$2K – – –
IF
1005
Ironwood Financial
Arizona
$2K +$1K +10 +100%
BRWM
1006
B. Riley Wealth Management
Tennessee
$1.11K +$98 +883 +10%
DRS
1007
Deane Retirement Strategies
Louisiana
$1K – – –
AIA
1008
Armor Investment Advisors
North Carolina
$1K +$333 +2 +50%
LHC
1009
Little House Capital
Massachusetts
$450 +$33 +299 +8%
NDSI
1010
Newman Dignan & Sheerar Inc
Rhode Island
$415 +$158 +1,418 +61%
SLF
1011
Sun Life Financial
Ontario, Canada
– -$13.2M -121,472 Closed
SWM
1012
Shakespeare Wealth Management
Wisconsin
– -$12.3M -113,124 Closed
PFA
1013
Pinnacle Family Advisors
Missouri
– -$7.77M -71,189 Closed
RIM
1014
Redwood Investment Management
Arizona
– -$6.11M -55,971 Closed
BSAM
1015
Blue Sky Asset Management
Colorado
– -$4.92M -45,065 Closed
OWD
1016
Osborn Williams & Donohoe
Ohio
– -$3.2M -29,462 Closed
EWA
1017
EP Wealth Advisors
California
– -$3.18M -29,169 Closed
PCM
1018
Penserra Capital Management
California
– -$2.95M -27,008 Closed
PAS
1019
Park Avenue Securities
New York
– -$2.3M -21,221 Closed
TCM
1020
Tuttle Capital Management
Connecticut
– -$1.96M -18,009 Closed
Nomura Holdings
1021
Nomura Holdings
Japan
– -$1.82M -16,809 Closed
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
– -$1.73M -15,900 Closed
SBLIC
1023
Security Benefit Life Insurance Company
Kansas
– -$1.09M -10,000 Closed
JA
1024
JOYN Advisors
Georgia
– -$854K -7,826 Closed
GIP
1025
Greatmark Investment Partners
Georgia
– -$655K -6,005 Closed
39 40
41
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