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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 %
WAS
1001
Winch Advisory Services
Wisconsin
$31K – – –
KPCM
1002
Kings Point Capital Management
New York
$28K -$31.5K -278 -53%
SA
1003
SRH Advisors
Kansas
$28K – – –
BCA
1004
Bray Capital Advisors
Florida
$28K – – –
HDIM
1005
Hanson & Doremus Investment Management
Vermont
$27K – – –
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
FRA
1007
Front Row Advisors
California
$24K -$17.7K -159 -43%
BAMG
1008
Brand Asset Management Group
Missouri
$24K – – –
AIM
1009
Arcadia Investment Management
Michigan
$23K -$97.8K -850 -81%
FDCDDQ
1010
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6K – – –
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$22K -$8.8K -76 -29%
AWM
1012
AllSquare Wealth Management
New York
$22K – – –
ME
1013
McIlrath & Eck
Washington
$20K +$5.89K +53 +42%
KTC
1014
Kistler-Tiffany Companies
Pennsylvania
$20K +$20K +179 New
PWMG
1015
Prestige Wealth Management Group
New Jersey
$19K -$22.9K -200 -55%
RWA
1016
Ropes Wealth Advisors
Massachusetts
$18K – – –
SNT
1017
Security National Trust
West Virginia
$17K – – –
SIM
1018
Sonora Investment Management
Arizona
$15K -$40.9K -360 -73%
FPB
1019
First PREMIER Bank
South Dakota
$14K – – –
PK
1020
Pflug Koory
Nebraska
$14K – – –
CI
1021
Conning Inc
Connecticut
$14K +$14K +125 New
LWM
1022
Liberty Wealth Management
California
$13K -$5.47K -48 -30%
TWA
1023
TCI Wealth Advisors
Arizona
$13K – – –
NIC
1024
Northwest Investment Counselors
Oregon
$12K +$12K +107 New
ARMC
1025
American Research & Management Company
Massachusetts
$11K – – –
39 40
41
42 43