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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

986 hedge funds and large institutions have $46.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 422 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
21.37%
Holding in Top 10
180
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.74%
% of All Funds
3.9%
New
103
Increased
422
Reduced
355
Closed
81
Calls
$11.5M
Puts
$3.04M
Net Calls
+$8.41M
Net Calls Change
+$17.3M

Top Buyers

1
TC
Toews Corporation
New Jersey
+$869M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$419M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$330M
4
Franklin Resources
Franklin Resources
California
+$251M
5
RJA
Raymond James & Associates
Florida
+$239M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.12B
2
TF
TIAA FSB
Florida
-$434M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$327M
4
IG
ING Group
Netherlands
-$291M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
226
Crow Point Partners
Massachusetts
$11M +$3.62M +33,177 +49%
MAM
227
Meeder Asset Management
Ohio
$11M -$41.8M -383,289 -79%
FSC
228
Full Sail Capital
Oklahoma
$10.9M +$3.7M +33,929 +51%
MFM
229
Mirsky Financial Management
New York
$10.8M -$133K -1,222 -1%
PC
230
Premise Capital
Illinois
$10.8M -$16.1M -148,627 -60%
BWAM
231
Boyd Watterson Asset Management
Ohio
$10.7M +$8.95M +82,095 +521%
Axa
232
Axa
France
$10.5M +$1.72M +15,760 +20%
WT
233
Washington Trust
Rhode Island
$10.4M -$3.11M -28,654 -23%
HI
234
Horizon Investments
North Carolina
$10.4M +$1.03M +9,485 +11%
PI
235
PFS Investments
Georgia
$10.4M +$1.83M +16,788 +21%
WB
236
WesBanco Bank
West Virginia
$10.2M -$1.35M -12,350 -12%
WA
237
Waverly Advisors
Alabama
$10.1M -$809K -7,421 -7%
IFWM
238
Institute for Wealth Management
Colorado
$9.99M +$9.99M +86,870 New
FHC
239
First Heartland Consultants
Missouri
$9.86M +$8.94M +81,925 +968%
AIM
240
Acropolis Investment Management
Missouri
$9.83M +$776K +7,112 +9%
GWM
241
Geneos Wealth Management
Colorado
$9.76M -$797K -7,305 -8%
PWPCM
242
Perella Weinberg Partners Capital Management
New York
$9.73M +$9.73M +89,228 New
WF
243
WealthTrust Fairport
Ohio
$9.51M +$1.01M +9,219 +12%
BC
244
Bartlett & Co
Ohio
$9.39M -$159K -1,461 -2%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$9.38M -$159K -1,461 -2%
BCM
246
Brookstone Capital Management
Illinois
$9.3M +$7.21M +66,065 +343%
SFS
247
Sowell Financial Services
Arkansas
$9.17M -$1.11M -10,174 -11%
CAM
248
Caprin Asset Management
Virginia
$9.17M +$2.64M +24,249 +41%
WA
249
Wilshire Advisors
California
$9.1M +$182K +1,673 +2%
TCM
250
Twin Capital Management
Pennsylvania
$9.09M +$182K +1,670 +2%
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