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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Alesco Advisors
New York
$26.2M +$2.29M +20,216 +10%
MA
152
MUFG Americas
New York
$26.1M +$754K +6,667 +3%
MTC
153
Matrix Trust Company
Colorado
$26.1M +$36K +318 +0.1%
SS
154
Simplicity Solutions
Minnesota
$26.1M -$2.59M -22,921 -9%
PA
155
Parallel Advisors
California
$24.9M +$6.22M +54,973 +33%
EIG
156
Ellenbecker Investment Group
Wisconsin
$23.9M +$303K +2,676 +1%
SMM
157
Stadion Money Management
Georgia
$23.9M -$2.27M -20,020 -9%
FIM
158
Freedom Investment Management
Connecticut
$23.9M +$23.3M +205,939 +3,969%
CCA
159
Conservest Capital Advisors
Pennsylvania
$23.5M +$23.5M +208,087 New
FBB
160
Fulton Breakefield Broenniman
Maryland
$23.3M +$23.3M +206,198 New
TCM
161
Towercrest Capital Management
Pennsylvania
$23M +$853K +7,534 +4%
CBT
162
Central Bank & Trust
Kentucky
$22.3M +$8.83M +78,033 +65%
FHA
163
First Horizon Advisors
Tennessee
$22M +$882K +7,798 +4%
BFG
164
Bouchey Financial Group
New York
$21.9M +$1.45M +12,788 +7%
William Blair & Company
165
William Blair & Company
Illinois
$21.9M +$831K +7,339 +4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$21.9M -$26.5K -234 -0.1%
Truist Financial
167
Truist Financial
North Carolina
$21.7M -$710K -6,275 -3%
CWG
168
Cornerstone Wealth Group
North Carolina
$21.5M -$425K -3,754 -2%
RCIM
169
Red Cedar Investment Management
Michigan
$21.3M +$18.9M +166,673 +780%
WC
170
Whitney & Co
New York
$21.2M +$1.97M +17,482 +10%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$21.1M -$35.5M -313,324 -63%
VCM
172
Verger Capital Management
North Carolina
$21.1M -$850K -7,510 -4%
Man Group
173
Man Group
United Kingdom
$21M -$3.62M -32,026 -15%
FEG
174
Fund Evaluation Group
Ohio
$20.9M +$1.65M +14,555 +9%
CGI
175
Cougar Global Investments
Ontario, Canada
$20.9M +$1.64M +14,465 +9%
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