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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 %
WA
1026
Wealth Architects
California
$235K -$104K -930 -31%
BHBT
1027
Burke & Herbert Bank & Trust
Virginia
$234K – – –
CFD
1028
Creative Financial Designs
Indiana
$233K -$90.3K -801 -28%
CSM
1029
CAMG Solamere Management
North Carolina
$232K -$159K -1,417 -41%
TTWM
1030
TCV Trust & Wealth Management
Virginia
$232K – – –
AFC
1031
AFT Forsyth & Company
Florida
$230K -$10.1K -90 -4%
SB
1032
Simmons Bank
Arkansas
$229K -$109K -970 -32%
FAM
1033
Foothills Asset Management
Arizona
$229K – – –
MMA
1034
Miracle Mile Advisors
California
$229K +$229K +2,038 New
LA
1035
LexAurum Advisors
Kansas
$223K -$27.7K -246 -11%
AFA
1036
American Financial Advisors
Georgia
$221K -$32.3K -285 -13%
BW
1037
Bison Wealth
Georgia
$221K – – –
BCP
1038
Blue Chip Partners
Michigan
$218K +$72.4K +643 +50%
BFA
1039
Beacon Financial Advisory
Ohio
$218K +$218K +1,944 New
DP
1040
Dearborn Partners
Illinois
$217K +$217K +1,931 New
PWAG
1041
Polaris Wealth Advisory Group
California
$212K -$7.6K -67 -3%
HIM
1042
Hanlon Investment Management
New Jersey
$211K +$211K +1,873 New
MWM
1043
Madison Wealth Management
Ohio
$211K +$211K +1,876 New
FANJ
1044
Financial Architects (New Jersey)
New Jersey
$209K -$9.32K -83 -4%
MCM
1045
Mengis Capital Management
Oregon
$209K – – –
CSWG
1046
Cardinal Strategic Wealth Guidance
Kentucky
$209K +$209K +1,863 New
VCM
1047
Vigilant Capital Management
Maine
$206K – – –
FLI
1048
Family Legacy Inc
South Carolina
$205K -$112 -1 -0.1%
ODCM
1049
Old Dominion Capital Management
Virginia
$205K – – –
TCM
1050
Telos Capital Management
California
$204K +$204K +1,813 New
40 41
42
43 44