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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 %
KP
176
Keel Point
Alabama
$20.7M +$8.24M +72,776 +66%
Fisher Asset Management
177
Fisher Asset Management
Washington
$20.5M +$2.19M +19,312 +12%
PFS
178
Prospera Financial Services
Texas
$20.5M +$2.28M +20,165 +13%
WIP
179
Wellesley Investment Partners
Massachusetts
$20.3M +$1.7M +15,013 +9%
PSUF
180
People's United Financial
Connecticut
$20M +$319K +2,819 +2%
PL
181
Protective Life
Alabama
$19.9M +$306K +2,700 +2%
FIG
182
FundX Investment Group
California
$19.8M -$72.5K -641 -0.4%
MFM
183
Mirsky Financial Management
New York
$19M +$7.52M +66,474 +65%
GWM
184
Geneos Wealth Management
Colorado
$18.9M +$468K +4,141 +3%
HCM
185
Howard Capital Management
Georgia
$18.7M +$2.94M +26,178 +19%
NC
186
NewSquare Capital
Pennsylvania
$18.7M +$553K +4,890 +3%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$18.5M +$1.96M +17,279 +12%
MAFM
188
Mid Atlantic Financial Management
Pennsylvania
$18.5M +$6.42M +56,702 +53%
ANB
189
Amarillo National Bank
Texas
$18.2M +$51.6K +456 +0.3%
SIM
190
SSI Investment Management
California
$18.2M -$249K -2,202 -1%
TCPWM
191
Traverso Chambers Private Wealth Management
California
$17.9M +$357K +3,151 +2%
NA
192
NewEdge Advisors
Louisiana
$17.9M +$946K +8,360 +6%
NAM
193
NorthCoast Asset Management
Connecticut
$17.8M -$873K -7,710 -5%
ECG
194
Edge Capital Group
Georgia
$17.8M +$1.91M +16,874 +12%
CA
195
Cetera Advisors
Colorado
$17.7M -$6.96M -61,524 -28%
FTIOP
196
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.3M +$1.22M +10,753 +8%
FSC
197
Full Sail Capital
Oklahoma
$17.2M +$4.16M +37,108 +32%
SEI Investments
198
SEI Investments
Pennsylvania
$17.2M +$17.2M +3,345 New
EIA
199
Edgemoor Investment Advisors
Maryland
$16.8M +$277K +2,451 +2%
FA
200
FC Advisory
Pennsylvania
$16.8M +$41.4K +367 +0.2%
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