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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 %
ACP
1226
Arcus Capital Partners
Georgia
– – -2,338 Closed
SWA
1227
Stratos Wealth Advisors
Ohio
– – -2,241 Closed
FIM
1228
Frontier Investment Management
Texas
– – -2,201 Closed
UFF
1229
USA Financial Formulas
Michigan
– – -2,058 Closed
OC
1230
Oarsman Capital
Wisconsin
– – -1,995 Closed
DI
1231
DFPG Investments
Utah
– – -1,991 Closed
CFIA
1232
Cantor Fitzgerald Investment Advisors
New York
– – -1,951 Closed
CBU
1233
CIBC Bank USA
Illinois
– – -1,950 Closed
MC
1234
Moors & Cabot
Massachusetts
– – -1,806 Closed
OPA
1235
Old Port Advisors
Maine
– – -1,790 Closed
HS
1236
Horan Securities
United States
– – -1,766 Closed
SB
1237
Strategic Blueprint
Georgia
– – -976 Closed
GWAG
1238
Garrett Wealth Advisory Group
Texas
– – -731 Closed
WCM
1239
Whitener Capital Management
North Carolina
– – -641 Closed
CI
1240
Conning Inc
Connecticut
– – -125 Closed
NIC
1241
Northwest Investment Counselors
Oregon
– – -107 Closed
BHWM
1242
Bay Harbor Wealth Management
Maryland
– – -36 Closed
LDFR
1243
Lehman & Derafelo Financial Resources
Pennsylvania
– – -13 Closed
APSP
1244
Asset Planning Services (Pennsylvania)
Pennsylvania
– – -3 Closed
WC
1245
Whitnell & Co
Illinois
– – – –
KPF
1246
K2 Principal Fund
Ontario, Canada
– – – –
PGAM
1247
Princeton Global Asset Management
New Jersey
– – – –
FCB
1248
First Command Bank
Texas
$0 1 – –
PAM
1249
PFM Asset Management
Pennsylvania
– – – –
FCFS
1250
First Command Financial Services
Texas
$0 1 – –
47 48 49
50
51