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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 %
Axa
251
Axa
France
$8.58M +$493K +4,630 +6%
MWM
252
Mascoma Wealth Management
New Hampshire
$8.49M +$8.48M +79,631 +62,212%
CCT
253
Capital City Trust
Florida
$8.47M -$2.51M -23,563 -23%
LSAG
254
Lake Street Advisors Group
New Hampshire
$8.4M +$3.03M +28,459 +56%
PT
255
Plimoth Trust
Massachusetts
$8.32M -$154K -1,447 -2%
PI
256
PFS Investments
Georgia
$8.32M -$7.77M -72,973 -48%
WF
257
WealthTrust Fairport
Ohio
$8.31M -$296K -2,781 -3%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$8.24M -$859K -8,063 -9%
EFSCE
259
Enterprise Financial Services Corp (EFSC)
Missouri
$8.23M -$37.3K -350 -0.5%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$8.08M +$6.67M +62,616 +472%
TSW
261
Thompson Siegel & Walmsley
Virginia
$8.06M -$808K -7,588 -9%
Millennium Management
262
Millennium Management
New York
$8.04M +$2.66M +24,949 +49%
MAFM
263
Mid Atlantic Financial Management
Pennsylvania
$7.98M +$7.98M +74,957 New
RWG
264
Regal Wealth Group
California
$7.87M -$420K -3,948 -5%
MLICM
265
Metropolitan Life Insurance Company (MetLife)
New York
$7.77M – – –
BSAM
266
Blue Sky Asset Management
Colorado
$7.77M +$7.77M +72,936 New
IA
267
IndexIQ Advisors
New York
$7.76M +$487K +4,569 +7%
TC
268
Toews Corporation
New Jersey
$7.63M +$7.63M +71,600 New
PI
269
PHH Investments
Texas
$7.61M +$649K +6,091 +9%
SFPM
270
Sensible Financial Planning & Management
Massachusetts
$7.58M -$1.9M -17,804 -20%
SBWM
271
Sunflower Bank Wealth Management
Arizona
$7.47M -$448K -4,210 -6%
GI
272
Glovista Investments
New Jersey
$7.44M +$7.44M +70,031 New
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$7.42M +$21.6K +203 +0.3%
RWP
274
RWA Wealth Partners
Massachusetts
$7.27M +$7.03M +66,002 +2,872%
CPP
275
Crow Point Partners
Massachusetts
$7.23M +$3.21M +30,235 +80%
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