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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
$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 %
TIM
1126
Tortoise Investment Management
New York
$37K -$2.37K -21 -6%
RFWA
1127
RPg Family Wealth Advisory
Massachusetts
$36.3K – – –
ACM
1128
Allred Capital Management
Texas
$34.7K +$34.7K +309 New
ACM
1129
Anfield Capital Management
California
$34K +$34K +301 New
BRC
1130
Bell Rock Capital
Delaware
$33K -$678 -6 -2%
WAS
1131
Winch Advisory Services
Wisconsin
$30K – – –
SAM
1132
S.A. Mason
Michigan
$30K +$30K +270 New
ACA
1133
Aptus Capital Advisors
Alabama
$30K +$30K +274 New
BCA
1134
Bray Capital Advisors
Florida
$28K – – –
SA
1135
SRH Advisors
Kansas
$28K – – –
WQ
1136
Wealth Quarterback
New Jersey
$27.1K +$27.1K +242 New
HDIM
1137
Hanson & Doremus Investment Management
Vermont
$27K – – –
SMFS
1138
Squar Milner Financial Services
California
$24K +$24K +214 New
BAMG
1139
Brand Asset Management Group
Missouri
$23K – – –
AIM
1140
Arcadia Investment Management
Michigan
$22K – – –
AWM
1141
AllSquare Wealth Management
New York
$22K – – –
MWM
1142
Maltin Wealth Management
New Jersey
$22K +$22K +200 New
JAM
1143
JCIC Asset Management
Ontario, Canada
$22K +$22K +440 New
GTAM
1144
Global Trust Asset Management
Florida
$21K -$875K -7,711 -98%
CB
1145
CNB Bank
Pennsylvania
$21K -$14.1K -127 -40%
FRA
1146
Front Row Advisors
California
$21K -$3.41K -30 -14%
OSNBOA
1147
Old Second National Bank of Aurora
Illinois
$21K – – –
TCM
1148
Tradewinds Capital Management
Washington
$21K +$21K +183 New
MWP
1149
MYCIO Wealth Partners
Pennsylvania
$20K -$73.8K -649 -79%
KTC
1150
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
44 45
46
47 48