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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 %
CB
1026
Community Bank
New York
$11K – – –
DWA
1027
Dougherty Wealth Advisers
Minnesota
$11K +$11K +100 New
HR
1028
Howe & Rusling
New York
$10K -$4.56K -41 -31%
MM
1029
Main Management
California
$10K +$10K +88 New
FWM
1030
Focused Wealth Management
New York
$7K -$187K -1,707 -96%
RBC
1031
Roble Belko & Company
Pennsylvania
$7K – – –
JFA
1032
JNBA Financial Advisors
Minnesota
$6K +$6K +54 New
BHWM
1033
Bay Harbor Wealth Management
Maryland
$4K – – –
BFC
1034
Bedel Financial Consulting
Indiana
$4K – – –
SWP
1035
Strategic Wealth Partners
Ohio
$3.29K +$2.76K +13,463 +523%
UB
1036
UMB Bank
Missouri
$3.12K +$50 +446 +2%
NR
1037
Newfound Research
Massachusetts
$2K – – –
IF
1038
Ironwood Financial
Arizona
$2K – – –
HGWM
1039
Harvest Group Wealth Management
Massachusetts
$1K -$80.8K -808 -99%
AIA
1040
Armor Investment Advisors
North Carolina
$1K – – –
DRS
1041
Deane Retirement Strategies
Louisiana
$1K – – –
LDFR
1042
Lehman & Derafelo Financial Resources
Pennsylvania
$1K +$1K +13 New
IL
1043
Investure LLC
Virginia
– -$64.1M -575,651 Closed
Citadel Advisors
1044
Citadel Advisors
Florida
– -$30M -269,209 Closed
RCAG
1045
Rehmann Capital Advisory Group
Michigan
– -$18.1M -162,224 Closed
CI
1046
Cavalier Investments
Georgia
– -$9.56M -85,834 Closed
Impax Asset Management Group
1047
Impax Asset Management Group
United Kingdom
– -$7.24M -65,000 Closed
JIC
1048
Johnson Investment Counsel
Ohio
– -$6.68M -60,012 Closed
APCM
1049
Alaska Permanent Capital Management
Alaska
– -$6.57M -58,984 Closed
HW
1050
Hedeker Wealth
Illinois
– -$6.38M -57,252 Closed
40 41
42
43 44