AGG icon

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 %
CCA
151
Conservest Capital Advisors
Pennsylvania
$27.9M 248,240 +40,153 +19%
William Blair & Company
152
William Blair & Company
Illinois
$27.9M 248,021 +54,548 +28%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$27.6M 246,034 -8,631 -3%
CBT
154
Central Bank & Trust
Kentucky
$27.6M 245,403 +48,067 +24%
OPS
155
Orion Portfolio Solutions
Nebraska
$27.3M 243,305 +243,305 New
MWM
156
Mission Wealth Management
California
$26.8M 238,404 -21,100 -8%
PAG
157
Private Advisor Group
New Jersey
$26.4M 234,544 -56,566 -19%
RJT
158
Raymond James Trust
Florida
$26.3M 234,172 -5,130 -2%
MTC
159
Matrix Trust Company
Colorado
$26.2M 233,136 +2,687 +1%
AA
160
Alesco Advisors
New York
$26.1M 232,161 +570 +0.2%
KP
161
Keel Point
Alabama
$25.4M 226,154 +43,241 +24%
MA
162
MUFG Americas
New York
$25.4M 225,950 -4,857 -2%
AWM
163
Aprio Wealth Management
Georgia
$25.4M 225,713 +225,713 New
G
164
Gainplan
Michigan
$25.3M 225,294 +223,940 +16,539%
AFC
165
Adaptive Financial Consulting
Ohio
$25.2M 223,860 +223,860 New
SMM
166
Stadion Money Management
Georgia
$25.1M 223,799 +12,500 +6%
Public Sector Pension Investment Board (PSP Investments)
167
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.7M 220,000 +220,000 New
PA
168
Parallel Advisors
California
$24.7M 219,740 -400 -0.2%
SHGA
169
Sand Hill Global Advisors
California
$24.5M 218,276 +196,379 +897%
EIG
170
Ellenbecker Investment Group
Wisconsin
$24.3M 215,855 +4,300 +2%
TCM
171
Towercrest Capital Management
Pennsylvania
$23.8M 211,732 +8,173 +4%
JWA
172
JFS Wealth Advisors
Pennsylvania
$23.7M 211,086 +17,843 +9%
Man Group
173
Man Group
United Kingdom
$23.5M 209,050 +23,926 +13%
SPIA
174
Steward Partners Investment Advisory
New York
$23.5M 208,716 -76,195 -27%
FBB
175
Fulton Breakefield Broenniman
Maryland
$23.3M 207,742 +1,544 +0.7%
5 6
7
8 9