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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.

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
1
Citigroup
New York
$495M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$452M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$329M
4
Truist Financial
4
Truist Financial
North Carolina
$274M
5
GC
5
Guggenheim Capital
Illinois
$257M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$176M
2
SIM
2
Strategic Investment Management
Virginia
$7.46M
3
Wells Fargo
3
Wells Fargo
California
$6.02B
4
Deutsche Bank
4
Deutsche Bank
Germany
$29.3M
5
QI
5
QS Investors
New York
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
ME
1151
McIlrath & Eck
Washington
$20K 180 – –
IA
1152
Independence Advisors
Pennsylvania
$20K 181 +181 New
CWC
1153
Carolinas Wealth Consulting
North Carolina
$20K 185 +185 New
RWA
1154
Ropes Wealth Advisors
Massachusetts
$18K 160 – –
SNT
1155
Security National Trust
West Virginia
$17K 150 – –
CMA
1156
Cedar Mountain Advisors
Oregon
$17K 151 +151 New
First Manhattan
1157
First Manhattan
New York
$16K 146 +146 New
SIM
1158
Sonora Investment Management
Arizona
$15K 132 – –
KPCM
1159
Kings Point Capital Management
New York
$14K 129 -118 -48%
FPB
1160
First PREMIER Bank
South Dakota
$14K 125 – –
PK
1161
Pflug Koory
Nebraska
$14K 127 – –
RMAM
1162
Raab & Moskowitz Asset Management
New Jersey
$14K 130 +130 New
TWA
1163
TCI Wealth Advisors
Arizona
$13K 116 – –
CHA
1164
Carmichael Hill & Associates
Maryland
$12K 109 +109 New
ARMC
1165
American Research & Management Company
Massachusetts
$11K 100 – –
CB
1166
Community Bank
New York
$11K 100 – –
DWA
1167
Dougherty Wealth Advisers
Minnesota
$11K 100 – –
SC
1168
Stratford Consulting
Texas
$11K 102 +102 New
OAJ
1169
Ogorek Anthony Joseph
New York
$10K 90 -550 -86%
MM
1170
Main Management
California
$10K 89 +1 +1%
WFMPM
1171
Woodley Farra Manion Portfolio Management
Indiana
$10K 88 +88 New
RCA
1172
Ranch Capital Advisors
Florida
$10K 92 +92 New
IRAG
1173
Investment Research & Advisory Group
Georgia
$9K 79 +79 New
CA
1174
CXI Advisors
Indiana
$9K 81 +81 New
NG
1175
NWK Group
California
$9K 81 +81 New
45 46
47
48 49