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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 %
MPIA
1051
Mountain Pacific Investment Advisers
Idaho
$202K – – –
NAM
1052
NTV Asset Management
West Virginia
$202K +$202K +1,799 New
CHAM
1053
Clear Harbor Asset Management
Connecticut
$200K -$28.4K -253 -12%
LF
1054
Lantz Financial
Illinois
$200K -$45K -401 -18%
FWM
1055
Focused Wealth Management
New York
$199K +$192K +1,707 +2,667%
CHC
1056
City Holding Co
West Virginia
$197K +$16.9K +150 +9%
SCM
1057
Silvant Capital Management
Georgia
$196K – – –
CIAS
1058
Capital Investment Advisory Services
North Carolina
$191K +$96.2K +855 +102%
CTC
1059
Central Trust Company
Missouri
$189K +$136K +1,212 +259%
SFG
1060
Sowa Financial Group
Rhode Island
$186K +$186K +1,659 New
SCP
1061
Syntal Capital Partners
Texas
$182K +$182K +1,628 New
SFC
1062
SYM Financial Corp
Indiana
$174K +$16.8K +150 +11%
1IA
1063
1834 Investment Advisors
Wisconsin
$173K – – –
TFS
1064
TrustCore Financial Services
Tennessee
$173K +$126K +1,128 +272%
TA
1065
TFG Advisers
Michigan
$169K +$169K +1,510 New
CCA
1066
Column Capital Advisors
Indiana
$164K +$164K +1,465 New
TAM
1067
Townsend Asset Management
North Carolina
$158K +$158K +1,408 New
GFPC
1068
Global Financial Private Client
Florida
$148K +$148K +1,320 New
SFPG
1069
Stonebridge Financial Planning Group
Florida
$146K +$146K +1,300 New
LWA
1070
Lowe Wealth Advisors
Maryland
$143K -$15.6K -139 -10%
CAC
1071
Certified Advisory Corp
Florida
$142K +$37.7K +336 +36%
FPFS
1072
First Personal Financial Services
North Carolina
$141K +$141K +1,254 New
SIC
1073
Salem Investment Counselors
North Carolina
$136K +$2.37K +21 +2%
FGAM
1074
Financial Gravity Asset Management
Texas
$136K +$109K +6,608 +405%
VC
1075
Vestor Capital
Illinois
$135K +$135K +1,202 New
41 42
43
44 45