AGG icon

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 %
PA
176
Parallel Advisors
California
$18.4M +$14.7M +131,750 +394%
WIP
177
Wellesley Investment Partners
Massachusetts
$18.3M +$676K +6,068 +4%
WWM
178
Western Wealth Management
Colorado
$18.2M +$15.7M +144,645 +644%
SIM
179
SSI Investment Management
California
$18.2M +$2.26M +20,329 +14%
GWM
180
Geneos Wealth Management
Colorado
$18.1M +$8.17M +73,397 +82%
B
181
Bailard
California
$18.1M -$32.4M -291,374 -64%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$18.1M +$668K +6,001 +4%
Fisher Asset Management
183
Fisher Asset Management
Washington
$18M +$2.74M +24,565 +18%
ANB
184
Amarillo National Bank
Texas
$17.9M -$202K -1,811 -1%
PFS
185
Prospera Financial Services
Texas
$17.9M +$17.9M +161,050 New
CFGS
186
Concourse Financial Group Securities
Alabama
$17.8M -$307K -2,758 -2%
NC
187
NewSquare Capital
Pennsylvania
$17.8M -$297K -2,670 -2%
SF
188
Synovus Financial
Georgia
$17.3M -$935K -8,393 -5%
TCPWM
189
Traverso Chambers Private Wealth Management
California
$17.3M +$2.24M +20,149 +15%
NA
190
NewEdge Advisors
Louisiana
$16.7M -$893K -8,019 -5%
IDA
191
Intelligence Driven Advisers
California
$16.5M +$15.3M +137,053 +1,193%
FA
192
FC Advisory
Pennsylvania
$16.5M -$96.2K -866 -0.6%
LF
193
Lee Financial
Texas
$16.5M -$278K -2,493 -2%
EIA
194
Edgemoor Investment Advisors
Maryland
$16.3M +$986K +8,855 +6%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$16.3M +$1.22M +10,930 +8%
RT
196
Rockland Trust
Massachusetts
$16.2M -$2.03M -18,209 -11%
VIM
197
VCU Investment Management
Virginia
$16.1M – – –
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.9M +$15.9M +142,494 New
HCM
199
Howard Capital Management
Georgia
$15.6M +$1.98M +17,808 +15%
ECG
200
Edge Capital Group
Georgia
$15.6M +$2.7M +24,257 +21%
6 7
8
9 10