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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 %
CPA
1001
Clear Perspective Advisors
Illinois
$260K – – –
CCMG
1002
Clark Capital Management Group
Pennsylvania
$260K +$16.7K +149 +7%
CQS
1003
Credential Qtrade Securities
$260K +$25.3K +225 +11%
HFA
1004
Huber Financial Advisors
Illinois
$253K -$42.9K -382 -14%
CFA
1005
Carroll Financial Associates
North Carolina
$251K +$14.9K +133 +6%
THWM
1006
Taylor Hoffman Wealth Management
Virginia
$250K – – –
JFA
1007
Johanson Financial Advisors
California
$250K +$250K +28,040 New
PWM
1008
Perigon Wealth Management
California
$249K +$249K +2,204 New
PWM
1009
PBMares Wealth Management
Virginia
$249K +$249K +2,219 New
SQA
1010
Simon Quick Advisors
New Jersey
$248K -$5.84K -52 -2%
CCA
1011
Checchi Capital Advisers
California
$248K +$5.29K +47 +2%
RMDI
1012
R.M. Davis Inc
Maine
$246K – – –
PMFA
1013
Plante Moran Financial Advisors
Michigan
$246K +$43.9K +391 +22%
CPIG
1014
Chicago Partners Investment Group
Illinois
$246K +$246K +2,174 New
RFN
1015
RDA Financial Network
Iowa
$245K -$16K -140 -6%
NB
1016
NBT Bank
New York
$243K +$243K +2,166 New
ARG
1017
Advisory Resource Group
Oklahoma
$242K -$3.1M -27,621 -93%
WAG
1018
Winthrop Advisory Group
Massachusetts
$242K +$14.9K +133 +7%
WAS
1019
Wealth Advisory Solutions
Indiana
$241K +$241K +2,142 New
CAS
1020
Cascadia Advisory Services
Oregon
$239K +$239K +2,128 New
BJ
1021
Brouwer & Janachowski
California
$238K – – –
WDL
1022
Well Done LLC
Michigan
$238K – – –
WAM
1023
Wealthspire Advisors (Maryland)
Maryland
$238K +$238K +2,117 New
CPA
1024
Capital Planning Advisors
California
$237K +$237K +2,105 New
SXL
1025
Summit X LLC
Missouri
$236K +$1.01K +9 +0.4%
39 40
41
42 43