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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 %
MC
301
Minot Capital
Colorado
$5.61M +$5.61M +52,660 New
FWP
302
FAS Wealth Partners
Kansas
$5.54M -$605K -5,681 -10%
FAIM
303
Financial Advocates Investment Management
Washington
$5.5M +$3.49M +32,747 +174%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$5.5M +$5.03M +47,209 +1,074%
SSG
305
Summit Securities Group
New York
$5.46M +$5.46M +51,266 New
WP
306
WealthSource Partners
California
$5.4M -$1.42M -13,297 -21%
DWM
307
Darwin Wealth Management
Florida
$5.37M -$69.4K -652 -1%
OIWM
308
OptiFour Integrated Wealth Management
Virginia
$5.36M +$81.7K +767 +2%
PCMC
309
Paragon Capital Management (Colorado)
Colorado
$5.3M +$5.3M +49,778 New
PA
310
Planning Alternatives
Michigan
$5.3M +$43.3K +407 +0.8%
FMW
311
Farr Miller & Washington
District of Columbia
$5.19M -$474K -4,449 -8%
HSA
312
HBK Sorce Advisory
Pennsylvania
$5.19M +$468K +4,394 +10%
WAM
313
Wolverine Asset Management
Illinois
$5.18M +$5.18M +48,687 New
CIBC World Market
314
CIBC World Market
Ontario, Canada
$5.16M +$874K +8,208 +20%
BBA
315
BLB&B Advisors
Pennsylvania
$5.14M +$870K +8,169 +20%
KP
316
Keel Point
Alabama
$5.13M -$6.91M -64,905 -57%
WP
317
WealthShield Partners
North Carolina
$5.08M -$2.55M -23,904 -33%
ACI
318
Alpha Cubed Investments
California
$5M -$551K -5,173 -10%
SP
319
Sarasin & Partners
United Kingdom
$4.97M +$561K +5,270 +13%
Northern Trust
320
Northern Trust
Illinois
$4.79M +$1.41M +1,320,487 +42%
SC
321
Scotia Capital
Ontario, Canada
$4.78M +$33.3K +313 +0.7%
TIA
322
Tiemann Investment Advisors
California
$4.76M +$9.26K +87 +0.2%
SHIM
323
Stone House Investment Management
Pennsylvania
$4.76M -$745 -7 -0%
JFGIW
324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.75M -$1.44M -13,546 -23%
FCT
325
Family Capital Trust
Massachusetts
$4.75M -$38.4K -361 -0.8%
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