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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 %
CL
201
CPWM LLC
Washington
$15.5M -$130K -1,171 -0.8%
UBS AM
202
UBS AM
Illinois
$15.3M -$1.85M -16,628 -11%
IFA
203
Interactive Financial Advisors
Illinois
$15.3M -$20K -180 -0.1%
LGWM
204
Litman Gregory Wealth Management
California
$15.2M +$602K +5,409 +4%
JCM
205
Julex Capital Management
Massachusetts
$14.7M +$14.6M +131,379 +16,002%
HCA
206
Heck Capital Advisors
Wisconsin
$14.7M +$820K +7,360 +6%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$14.7M -$5.15M -46,232 -26%
AF
208
Arrow Financial
New York
$14.5M +$363K +3,263 +3%
CWM
209
Chesapeake Wealth Management
Virginia
$14.4M -$332K -2,977 -2%
ASN
210
Advisory Services Network
Georgia
$14.3M +$967K +8,681 +7%
SWP
211
Stratos Wealth Partners
Ohio
$14.2M -$239K -2,144 -2%
BOH
212
Bank of Hawaii
Hawaii
$14.2M +$586K +5,261 +4%
EGWAG
213
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M +$1.2M +10,749 +9%
CM
214
Cornerstone Management
Georgia
$14.1M +$13M +116,492 +1,167%
BWA
215
BlueSky Wealth Advisors
North Carolina
$14.1M -$304K -2,732 -2%
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$13.9M +$13.9M +125,000 New
SCP
217
Silverleafe Capital Partners
Tennessee
$13.8M +$104K +933 +0.8%
SHIM
218
Stone House Investment Management
Pennsylvania
$13.7M +$5.09M +45,677 +59%
SFG
219
Summit Financial Group
West Virginia
$13.7M +$13.7M +122,996 New
WT
220
Whittier Trust
California
$13.7M -$1.37M -12,305 -9%
HW
221
Hancock Whitney
Mississippi
$13.5M +$825K +7,409 +7%
HFA
222
High Falls Advisors
New York
$13.4M +$373K +3,349 +3%
SBWM
223
Sunflower Bank Wealth Management
Arizona
$13.4M +$5.11M +45,895 +62%
VC
224
Vicus Capital
Pennsylvania
$13.4M -$225K -2,020 -2%
CBT
225
Central Bank & Trust
Kentucky
$13.3M -$948K -8,515 -7%
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