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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 %
AWM
251
AE Wealth Management
Kansas
$9.06M +$7.18M +65,814 +382%
LPWM
252
Lake Point Wealth Management
Texas
$8.99M +$6.64M +59,629 +283%
CA
253
Calton & Associates
Florida
$8.88M +$2.73M +25,065 +44%
PFM
254
Peak Financial Management
Massachusetts
$8.79M -$810K -7,423 -8%
LSAG
255
Lake Street Advisors Group
New Hampshire
$8.65M +$44.8K +411 +0.5%
CM
256
Columbus Macro
Pennsylvania
$8.59M -$12.3M -112,975 -59%
PT
257
Plimoth Trust
Massachusetts
$8.58M +$51.3K +470 +0.6%
CCT
258
Capital City Trust
Florida
$8.56M -$113K -1,033 -1%
MAFM
259
Mid Atlantic Financial Management
Pennsylvania
$8.54M +$367K +3,369 +4%
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$8.49M +$64.9K +595 +0.8%
SHIM
261
Stone House Investment Management
Pennsylvania
$8.44M +$3.57M +32,750 +73%
Impax Asset Management Group
262
Impax Asset Management Group
United Kingdom
$8.38M +$2.07M +19,000 +33%
IA
263
IFP Advisors
Florida
$8.34M -$11.4M -104,049 -58%
TSW
264
Thompson Siegel & Walmsley
Virginia
$8.31M +$54.8K +502 +0.7%
PAG
265
Pinnacle Advisory Group
Maryland
$8.29M -$8.69M -79,656 -51%
VanEck Associates
266
VanEck Associates
New York
$8.25M -$1.91M -17,517 -19%
RWG
267
Regal Wealth Group
California
$8.22M +$167K +1,529 +2%
CAG
268
Crestwood Advisors Group
Massachusetts
$8.14M -$1.87M -17,146 -19%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$8.12M -$321K -2,938 -4%
SBWM
270
Sunflower Bank Wealth Management
Arizona
$8.08M +$433K +3,973 +6%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$8.06M +$457K +4,186 +6%
MLICM
272
Metropolitan Life Insurance Company (MetLife)
New York
$7.99M – – –
FCIM
273
Fairview Capital Investment Management
California
$7.95M -$1.25M -11,462 -14%
HNB
274
Huntington National Bank
Ohio
$7.95M -$11M – –
SFA
275
Stewardship Financial Advisors
Georgia
$7.9M +$6.75M +61,922 +589%
9 10
11
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