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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 %
PFA
276
Pinnacle Family Advisors
Missouri
$7.77M +$7.77M +71,189 New
PI
277
PHH Investments
Texas
$7.62M -$169K -1,552 -2%
PR
278
Payden & Rygel
California
$7.54M +$7.54M +69,120 New
KWM
279
Kingsview Wealth Management
Oregon
$7.53M +$4.55M +41,714 +153%
EGA
280
E&G Advisors
Texas
$7.15M -$9.6K -88 -0.1%
GC
281
Guggenheim Capital
Illinois
$7.15M +$257K +2,357 +4%
ST
282
Sentinel Trust
Texas
$7.1M +$99.8K +915 +1%
Citadel Advisors
283
Citadel Advisors
Florida
$7.05M +$7.05M +64,624 New
SFPM
284
Sensible Financial Planning & Management
Massachusetts
$7.05M -$716K -6,565 -9%
EPM
285
Elm Partners Management
Pennsylvania
$7.02M +$7.02M +64,339 +6,433,900%
CPO
286
Cerity Partners OCIO
New York
$6.99M -$309K -2,835 -4%
WCM
287
Wunderlich Capital Managemnt
Tennessee
$6.93M +$26.6K +244 +0.4%
JSA
288
Jacobson & Schmitt Advisors
Wisconsin
$6.88M +$2.03M +18,613 +42%
JIC
289
Johnson Investment Counsel
Ohio
$6.73M +$170K +1,557 +3%
TFF
290
The Family Firm
Maryland
$6.69M -$567K -5,198 -8%
RCIM
291
Red Cedar Investment Management
Michigan
$6.64M -$9.61M -88,770 -59%
WCG
292
Wall Capital Group
Arizona
$6.63M +$6.4M +58,670 +2,748%
AWM
293
Altavista Wealth Management
North Carolina
$6.58M +$2.19M +20,112 +50%
OCM
294
One Capital Management
California
$6.48M -$2.82M -25,885 -30%
MPPLM
295
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.36M -$590K -5,405 -8%
MWM
296
Mission Wealth Management
California
$6.35M +$1.77M +16,205 +39%
RFO
297
RiverGlades Family Offices
Florida
$6.31M +$6.31M +57,804 New
CIBC World Market
298
CIBC World Market
Ontario, Canada
$6.29M +$1.01M +9,266 +19%
WIA
299
World Investment Advisors
California
$6.25M +$122K +1,120 +2%
CWM
300
Calamos Wealth Management
Illinois
$6.2M -$62.9K -577 -1%
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