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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
151
Personal Wealth Partners
Minnesota
$24M +$946K +6,162 +4%
CAN
152
Cetera Advisor Networks
California
$23.9M -$12.9M -115,772 -35%
RJT
153
Raymond James Trust
Florida
$23.9M -$72.7K -653 -0.3%
AA
154
Alesco Advisors
New York
$23.5M +$313K +2,810 +1%
EIG
155
Ellenbecker Investment Group
Wisconsin
$23.3M +$557K +5,004 +2%
PAG
156
Private Advisor Group
New Jersey
$22.7M -$11.7M -105,069 -34%
Truist Financial
157
Truist Financial
North Carolina
$22M +$120K +1,076 +0.5%
TCM
158
Towercrest Capital Management
Pennsylvania
$21.8M -$105K -939 -0.5%
VCM
159
Verger Capital Management
North Carolina
$21.6M -$1.67M -15,020 -7%
CWG
160
Cornerstone Wealth Group
North Carolina
$21.6M -$205K -1,840 -0.9%
JWA
161
JFS Wealth Advisors
Pennsylvania
$21.5M +$1.28M +11,496 +6%
VFA
162
Voya Financial Advisors
Connecticut
$21.3M +$465K +4,173 +2%
UR
163
USCA RIA
Texas
$20.8M +$3.93M +35,265 +23%
FHA
164
First Horizon Advisors
Tennessee
$20.8M +$147K +1,322 +0.7%
William Blair & Company
165
William Blair & Company
Illinois
$20.7M -$920K -8,266 -4%
BFG
166
Bouchey Financial Group
New York
$20.2M +$20.2M +180,997 New
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$19.9M -$73.7M -661,789 -79%
FIG
168
FundX Investment Group
California
$19.5M +$431K +3,868 +2%
PSUF
169
People's United Financial
Connecticut
$19.4M +$18M +161,627 +1,314%
PL
170
Protective Life
Alabama
$19.2M – – –
MWM
171
Mission Wealth Management
California
$19.2M +$12.8M +114,551 +197%
WC
172
Whitney & Co
New York
$19M +$686K +6,165 +4%
FEG
173
Fund Evaluation Group
Ohio
$19M -$5.41M -48,597 -22%
CGI
174
Cougar Global Investments
Ontario, Canada
$18.9M +$4.81M +43,172 +34%
NAM
175
NorthCoast Asset Management
Connecticut
$18.4M +$18.4M +165,264 New
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