AGG icon

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
$495M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$329M
3
Truist Financial
Truist Financial
North Carolina
$274M
4
GC
Guggenheim Capital
Illinois
$257M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$6.43B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$176M
2
SIM
Strategic Investment Management
Virginia
$7.46M
3
Wells Fargo
Wells Fargo
California
$6.02B
4
MGB
Mass General Brigham
Massachusetts
$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
1101
Sandy Spring Bank
Maryland
$66K – – –
EWP
1102
Engrave Wealth Partners
Texas
$65K +$65K +582 New
RCA
1103
Rowland Carmichael Advisors
Arizona
$64K -$780K -6,909 -92%
PAI
1104
Pittenger & Anderson Inc
Nebraska
$64K +$4.27K +38 +7%
FCH
1105
Freestone Capital Holdings
Washington
$62.9K +$10.7K +95,179 +20%
AIL
1106
AGF Investments LLC
Ontario, Canada
$62K -$7.88K -70 -11%
FMII
1107
Farmers & Merchants Investments Inc
Nebraska
$60K +$18.1K +161 +43%
RG
1108
Retirement Group
California
$60K +$60K +538 New
BAM
1109
Barrett Asset Management
New York
$56K – – –
LWM
1110
Liberty Wealth Management
California
$55K +$42.3K +378 +332%
SFA
1111
Semmax Financial Advisors
North Carolina
$53K – – –
MCM
1112
McMillion Capital Management
North Carolina
$52K – – –
WEC
1113
Winslow Evans & Crocker
Massachusetts
$52K +$52K +450 New
ADL
1114
Asset Dedication LLC
California
$48K -$893 -8 -2%
SC
1115
Steph & Co
Wisconsin
$48K +$48K +424 New
AAMA
1116
Advanced Asset Management Advisors
Ohio
$45K +$45K +402 New
FDCDDQ
1117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.3K +$21.8K +194 +97%
AIM
1118
Anchor Investment Management
South Carolina
$43.6K -$16.9K -150 -28%
CICI
1119
Capital Investment Counsel Inc
North Carolina
$42K – – –
PWMG
1120
Prestige Wealth Management Group
New Jersey
$41K +$22.4K +200 +120%
LWANC
1121
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K +$13.4K +119 +50%
HCC
1122
Hirtle Callaghan & Co
Pennsylvania
$39K -$40K – –
EWM
1123
EPG Wealth Management
Georgia
$39K +$39K +351 New
HIM
1124
HawsGoodwin Investment Management
Tennessee
$38K +$38K +335 New
DOA
1125
D'Orazio & Associates
Virginia
$37K -$153K -1,359 -81%
43 44
45
46 47