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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 %
RBC
1176
Roble Belko & Company
Pennsylvania
$7K 62 – –
JWBC
1177
John W. Brooker & Co
California
$7K 65 +65 New
VNA
1178
Valley National Advisers
Pennsylvania
$6K 50 -504 -91%
RAM
1179
Riggs Asset Management
Pennsylvania
$6K 55 +55 New
JFA
1180
JNBA Financial Advisors
Minnesota
$5K 48 -6 -11%
HR
1181
Howe & Rusling
New York
$4K 36 -54 -60%
BFC
1182
Bedel Financial Consulting
Indiana
$4K 37 – –
IRC
1183
Investors Research Corp
Georgia
$3K 24 +24 New
CWA
1184
Capital Wealth Alliance
Arizona
$3K 30 +30 New
NR
1185
Newfound Research
Massachusetts
$2K 15 – –
IF
1186
Ironwood Financial
Arizona
$2K 20 – –
CCM
1187
Cribstone Capital Management
Maine
$1K 5 -599 -99%
DRS
1188
Deane Retirement Strategies
Louisiana
$1K 12 – –
HGWM
1189
Harvest Group Wealth Management
Massachusetts
$1K 10 – –
AIA
1190
Armor Investment Advisors
North Carolina
$1K 6 – –
NDSI
1191
Newman Dignan & Sheerar Inc
Rhode Island
$782 6,960 +1,386 +25%
SHWM
1192
Silicon Hills Wealth Management
Texas
$504 21 +21 New
LS
1193
Leelyn Smith
Illinois
$147 1,309 +1,309 New
AC
1194
Asio Capital
Kentucky
$5 50 +50 New
CWG
1195
Cornerstone Wealth Group
North Carolina
– – -189,797 Closed
FTIOP
1196
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -153,247 Closed
SHIM
1197
Stone House Investment Management
Pennsylvania
– – -132,033 Closed
Axa
1198
Axa
France
– – -113,910 Closed
M&T Bank
1199
M&T Bank
New York
– – -106,784 Closed
UBS AM
1200
UBS AM
Illinois
– – -95,616 Closed
46 47
48
49 50