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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

979 hedge funds and large institutions have $44.3B invested in iShares Core US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 339 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+116
Holders Change %
+13.44%
% of All Funds
21.85%
Holding in Top 10
193
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+29.53%
% of All Funds
4.31%
New
187
Increased
339
Reduced
366
Closed
61
Calls
$6.99M
Puts
$15.9M
Net Calls
-$8.93M
Net Calls Change
+$147M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.74B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$205M
3
CB
Commerce Bank
Missouri
+$188M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
Ameriprise
Ameriprise
Minnesota
+$184M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$459M
3
Wells Fargo
Wells Fargo
California
-$350M
4
MFRM
Milliman Financial Risk Management
Illinois
-$298M
5
PPA
Parametric Portfolio Associates
Washington
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJA
226
C-J Advisory
California
$10.8M +$605K +5,681 +6%
MFM
227
Mirsky Financial Management
New York
$10.7M +$10.7M +100,291 New
WA
228
Waverly Advisors
Alabama
$10.6M +$3.46M +32,511 +48%
GWM
229
Geneos Wealth Management
Colorado
$10.3M -$333K -3,122 -3%
TAT
230
TD Ameritrade Trust
Colorado
$10.2M -$853K -8,012 -8%
NSLI
231
Nan Shan Life Insurance
Taiwan
$10.1M +$10.1M +95,238 New
SFS
232
Sowell Financial Services
Arkansas
$10M +$10M +94,282 New
VanEck Associates
233
VanEck Associates
New York
$9.92M +$4.9M +46,056 +98%
PWG
234
Private Wealth Group
Florida
$9.88M +$4.16M +39,039 +73%
CAG
235
Crestwood Advisors Group
Massachusetts
$9.78M +$3.13M +29,407 +47%
HCM
236
Howard Capital Management
Georgia
$9.67M -$6.62M -62,308 -41%
PFS
237
Prospera Financial Services
Texas
$9.53M -$245K -2,295 -3%
PFM
238
Peak Financial Management
Massachusetts
$9.38M -$860K -8,072 -8%
RTC
239
Riverview Trust Company
Washington
$9.32M +$9.32M +87,560 New
BC
240
Bartlett & Co
Ohio
$9.32M +$1.11M +10,450 +14%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$9.32M +$1.11M +10,450 +14%
FFS
242
Founders Financial Securities
Maryland
$9.22M -$2.67M -25,103 -22%
HI
243
Horizon Investments
North Carolina
$9.18M -$3.64M -34,209 -28%
OCM
244
One Capital Management
California
$9.09M -$748K -7,027 -8%
AWM
245
Alterna Wealth Management
Texas
$9.01M +$9.01M +82,315 New
FCIM
246
Fairview Capital Investment Management
California
$8.98M -$4.44M -41,689 -33%
AIM
247
Acropolis Investment Management
Missouri
$8.84M -$1.27M -11,970 -13%
WA
248
Wilshire Advisors
California
$8.71M -$1.76M -16,489 -17%
TCM
249
Twin Capital Management
Pennsylvania
$8.7M -$1.76M -16,495 -17%
WIM
250
Westside Investment Management
California
$8.68M +$8.68M +81,471 New
8 9
10
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