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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 %
STA
1201
Summit Trail Advisors
New York
– – -41,999 Closed
WAM
1202
Wakefield Asset Management
Colorado
– – -33,113 Closed
PP
1203
Prudential plc
United Kingdom
– – -30,500 Closed
VAG
1204
VisionPoint Advisory Group
Texas
– – -27,027 Closed
FEM
1205
Fulcrum Equity Management
Texas
– – -14,324 Closed
HFP
1206
Holistic Financial Partners
Indiana
– – -12,678 Closed
AIM
1207
Astor Investment Management
Illinois
– – -8,237 Closed
TF
1208
Tompkins Financial
New York
– – -7,668 Closed
SBA
1209
Secrest Blakey & Associates
North Carolina
– – -7,118 Closed
MPW
1210
MA Private Wealth
California
– – -6,548 Closed
PWG
1211
Private Wealth Group
Florida
– – -5,937 Closed
MWPCG
1212
Measured Wealth Private Client Group
New Hampshire
– – -5,402 Closed
ATPW
1213
Ashton Thomas Private Wealth
Arizona
– – -5,076 Closed
SWM
1214
Sequoia Wealth Management
Illinois
– – -4,654 Closed
SCA
1215
Sage Capital Advisors
South Dakota
– – -4,249 Closed
RWM
1216
Reston Wealth Management
Virginia
– – -3,649 Closed
T. Rowe Price Associates
1217
T. Rowe Price Associates
Maryland
– – -3,547 Closed
EW
1218
Evoke Wealth
California
– – -3,425 Closed
NA
1219
Navellier & Associates
Nevada
– – -3,411 Closed
PCM
1220
Penn Capital Management
Pennsylvania
– – -3,312 Closed
EWF
1221
Epstein & White Financial
California
– – -2,723 Closed
SAMC
1222
Spectrum Asset Management (Connecticut)
Connecticut
– – -2,700 Closed
GJIC
1223
Gamble Jones Investment Counsel
California
– – -2,510 Closed
TCB
1224
Texas Capital Bancshares
Texas
– – -2,504 Closed
S
1225
Surevest
California
– – -2,407 Closed
47 48
49
50 51