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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 %
RIM
301
Redwood Investment Management
Arizona
$6.11M +$99.7K +914 +2%
FAIM
302
Financial Advocates Investment Management
Washington
$5.97M +$342K +3,139 +6%
GVAG
303
Great Valley Advisor Group
Delaware
$5.93M +$5.73M +52,572 +2,905%
FIM
304
Freedom Investment Management
Connecticut
$5.85M +$2.97M +27,189 +103%
Comerica Bank
305
Comerica Bank
Texas
$5.79M -$6.26M -57,625 -52%
EIA
306
Eldridge Investment Advisors
New Hampshire
$5.75M +$2.52M +23,066 +78%
MC
307
Minot Capital
Colorado
$5.74M – – –
OIWM
308
OptiFour Integrated Wealth Management
Virginia
$5.74M +$256K +2,344 +5%
IWA
309
Independence Wealth Advisors
Virginia
$5.71M -$461K -4,225 -7%
CFB
310
Cullen/Frost Bankers
Texas
$5.67M +$3.05M +37,071 +117%
GC
311
Grimes & Company
Massachusetts
$5.64M -$975K -8,941 -15%
PP
312
Prudential plc
United Kingdom
$5.61M +$3.1M +28,400 +123%
SYBT
313
Stock Yards Bank & Trust
Kentucky
$5.59M -$39.5K -362 -0.7%
Bessemer Group
314
Bessemer Group
New Jersey
$5.58M -$53.8M -493,489 -91%
FCT
315
Family Capital Trust
Massachusetts
$5.57M +$705K +6,460 +14%
FMW
316
Farr Miller & Washington
District of Columbia
$5.56M +$236K +2,166 +4%
FNBT
317
FineMark National Bank & Trust
Florida
$5.55M -$1.08M -9,929 -16%
WHG
318
Westwood Holdings Group
Texas
$5.54M +$3.22M +29,520 +139%
WP
319
WealthSource Partners
California
$5.53M -$1.31K -12 -0%
LNC
320
Lincoln National Corp
Pennsylvania
$5.5M -$1.46M -13,404 -21%
PA
321
Planning Alternatives
Michigan
$5.43M +$5.13K +47 +0.1%
BBA
322
BLB&B Advisors
Pennsylvania
$5.4M +$140K +1,281 +3%
SC
323
Scotia Capital
Ontario, Canada
$5.4M +$505K +4,634 +10%
DWM
324
Darwin Wealth Management
Florida
$5.35M -$143K -1,312 -3%
BFM
325
Broadview Financial Management
Wisconsin
$5.34M +$669K +6,132 +14%
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