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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 %
PA
1076
PSI Advisors
Florida
$135K +$135K +1,206 New
GI
1077
Gradient Investments
Minnesota
$134K +$79.2K +705 +144%
DSC
1078
Duncker Streett & Co
Missouri
$133K +$133K +1,188 New
TFA
1079
Toth Financial Advisory
Virginia
$128K +$224 +2 +0.2%
1832 Asset Management
1080
1832 Asset Management
Ontario, Canada
$125K +$125K +1,110 New
WC
1081
Westwind Capital
New Mexico
$124K +$22.7K +202 +22%
FA
1082
Forefront Analytics
Pennsylvania
$116K +$450 +4 +0.4%
APW
1083
Acima Private Wealth
Virginia
$112K -$2.02K -18 -2%
LWA
1084
LWS Wealth Advisors
New Jersey
$104K +$104K +923 New
HPC
1085
HM Payson & Co
Maine
$97K +$45.4K +404 +88%
FA
1086
Faithward Advisors
Pennsylvania
$93K +$93K +827 New
VRM
1087
Vectors Research Management
New York
$91K +$91K +807 New
CCM
1088
Covington Capital Management
California
$90K – – –
AP
1089
Americana Partners
Texas
$90K +$90K +804 New
CI
1090
Cordant Inc
Oregon
$84K +$84K +750 New
TFA
1091
Transamerica Financial Advisors
Florida
$82K -$6.55K -58 -7%
AWA
1092
Artemis Wealth Advisors
New York
$80.9K – – –
SL
1093
Salomon & Ludwin
Virginia
$77K +$77K +683 New
PP
1094
Pacifica Partners
Canada
$77K +$77K +683 New
CG
1095
Cutler Group
California
$76K -$1.58M -14,199 -95%
PG
1096
Proffitt & Goodson
Tennessee
$76K -$565 -5 -0.7%
BCA
1097
Berman Capital Advisors
Georgia
$75K +$75K +674 New
IWMA
1098
Ironwood Wealth Management (Arizona)
Arizona
$73K -$53.9K -479 -42%
BWA
1099
Burt Wealth Advisors
Maryland
$71K – – –
HIIFS
1100
Harel Insurance Investments & Financial Services
Israel
$67K – – –
42 43
44
45 46