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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 %
CPO
276
Cerity Partners OCIO
New York
$7.13M +$1.27M +11,947 +22%
TFF
277
The Family Firm
Maryland
$7.09M -$270K -2,535 -4%
FSC
278
Full Sail Capital
Oklahoma
$7.05M +$7.05M +66,166 New
EGA
279
E&G Advisors
Texas
$6.99M +$213 +2 +0%
QFA
280
Quattro Financial Advisors
Texas
$6.84M +$3.09M +29,029 +82%
ST
281
Sentinel Trust
Texas
$6.84M +$259K +2,435 +4%
LNC
282
Lincoln National Corp
Pennsylvania
$6.8M +$746K +7,005 +12%
MPPLM
283
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.79M -$265K -2,489 -4%
WCM
284
Wunderlich Capital Managemnt
Tennessee
$6.74M +$6.6K +62 +0.1%
GC
285
Guggenheim Capital
Illinois
$6.73M -$755K -7,086 -10%
LFAS
286
Level Four Advisory Services
Texas
$6.65M +$1.23M +11,516 +23%
AP
287
Appleton Partners
Massachusetts
$6.54M -$4.2M -39,451 -39%
FNBT
288
FineMark National Bank & Trust
Florida
$6.48M -$4.58M -43,051 -41%
GC
289
Grimes & Company
Massachusetts
$6.46M +$5.83M +54,763 +928%
JIC
290
Johnson Investment Counsel
Ohio
$6.41M +$557K +5,229 +10%
CAM
291
Caprin Asset Management
Virginia
$6.37M -$322K -3,022 -5%
Impax Asset Management Group
292
Impax Asset Management Group
United Kingdom
$6.16M -$4.94M -46,350 -45%
CWM
293
Calamos Wealth Management
Illinois
$6.11M -$1.46M -13,755 -19%
WIA
294
World Investment Advisors
California
$6.03M +$6.03M +56,221 New
IWA
295
Independence Wealth Advisors
Virginia
$6.03M +$18K +169 +0.3%
CA
296
Calton & Associates
Florida
$6M -$1.83M -17,163 -23%
MLFP
297
MPS Loria Financial Planners
Illinois
$5.97M +$1.03M +9,700 +21%
RIM
298
Redwood Investment Management
Arizona
$5.86M +$1.08M +10,169 +23%
RMC
299
Regis Management Company
California
$5.73M – – –
BIAS
300
Beacon Investment Advisory Services
New Jersey
$5.72M -$3.93M -36,896 -41%
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