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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.43B 57,215,517 +1,762,004 +3%
Wells Fargo
2
Wells Fargo
California
$6.02B 53,533,767 -1,416,119 -3%
BlackRock
3
BlackRock
New York
$2.99B 26,645,063 +534,531 +2%
RJA
4
Raymond James & Associates
Florida
$2.92B 26,011,254 +373,505 +1%
Creative Planning
5
Creative Planning
Kansas
$2.77B 24,642,926 +1,582,924 +7%
Bank of America
6
Bank of America
North Carolina
$2.75B 24,481,532 +625,522 +3%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.1B 18,694,819 +140,144 +0.8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.64B 14,594,628 +406,579 +3%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.63B 14,500,095 +67,345 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.62B 14,438,433 +1,225,509 +9%
Ameriprise
11
Ameriprise
Minnesota
$956M 8,540,669 -7,763 -0.1%
US Bancorp
12
US Bancorp
Minnesota
$915M 8,142,648 +242,840 +3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$862M 7,669,358 +370,031 +5%
LPL Financial
14
LPL Financial
California
$859M 7,648,289 +5,027 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$634M 5,640,243 +156,820 +3%
UBS Group
16
UBS Group
Switzerland
$535M 4,757,860 +23,317 +0.5%
Citigroup
17
Citigroup
New York
$495M 4,403,959 +4,163,701 +1,733%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$452M 4,018,000 +4,018,000 New
Goldman Sachs
19
Goldman Sachs
New York
$431M 3,831,439 +496,291 +15%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$430M 3,830,097 +103,745 +3%
Betterment LLC
21
Betterment LLC
New York
$423M 3,759,923 +635,854 +20%
NA
22
NextCapital Advisers
Illinois
$422M 3,755,044 +630,804 +20%
QI
23
QS Investors
New York
$402M 3,564,655 -683,988 -16%
TF
24
TIAA FSB
Florida
$391M 3,478,866 -12,458 -0.4%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$329M 2,925,000 +2,925,000 New
1
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