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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 %
SCP
101
Stamos Capital Partners
California
$46.5M 414,049 +69,379 +20%
CAL
102
Capital Analysts LLC
Pennsylvania
$45.5M 404,480 +600 +0.1%
PFM
103
Phillips Financial Management
Indiana
$45.3M 403,089 +12,984 +3%
TCM
104
TD Capital Management
Tennessee
$45M 400,161 +106,581 +36%
LPT
105
Legacy Private Trust
Wisconsin
$44.4M 395,383 +103,878 +36%
FHB
106
First Hawaiian Bank
Hawaii
$44.3M 394,374 +18,135 +5%
AWE
107
Avidian Wealth Enterprises
Texas
$44M 391,557 +10,376 +3%
PI
108
PHH Investments
Texas
$43.8M 389,875 +5,416 +1%
FI
109
FormulaFolio Investments
Michigan
$43.4M 385,933 +2,043 +0.5%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$42.9M 381,071 +24,274 +7%
AWM
111
Altavista Wealth Management
North Carolina
$42.9M 381,610 +33,936 +10%
MAM
112
Meeder Asset Management
Ohio
$42.2M 375,337 -51,455 -12%
SL
113
Summitry LLC
California
$42.2M 375,226 +3,104 +0.8%
AWMS
114
Advocacy Wealth Management Services
Georgia
$42.1M 374,894 +373,785 +33,705%
LI
115
LVZ Inc
Michigan
$42M 373,365 +12,706 +4%
FBFS
116
First Business Financial Services
Wisconsin
$41.9M 372,871 -3,126 -0.8%
LS
117
Liquid Strategies
Georgia
$41.9M 372,805 +372,805 New
FA
118
FDx Advisors
Illinois
$41.8M 371,592 -83,855 -18%
Lazard Asset Management
119
Lazard Asset Management
New York
– – – –
CG
120
Colony Group
Massachusetts
$40.7M 362,023 +69,993 +24%
RFC
121
Regions Financial Corp
Alabama
$39.8M 354,189 +34,909 +11%
TK
122
TIAA Kaspick
Massachusetts
$39.7M 353,085 -256,951 -42%
BHWM
123
Bar Harbor Wealth Management
New Hampshire
$39.2M 348,854 +44,498 +15%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$38.3M 340,477 +24,871 +8%
IDA
125
Intelligence Driven Advisers
California
$37.6M 335,021 +29,717 +10%
3 4
5
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