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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 %
JSA
326
Jacobson & Schmitt Advisors
Wisconsin
$4.74M +$451K +4,231 +11%
CCM
327
Coldstream Capital Management
Washington
$4.71M +$105K +987 +2%
OC
328
Oppenheimer & Co
New York
$4.68M +$792K +7,436 +20%
LW
329
Linscomb Wealth
Texas
$4.61M +$44.4K +417 +1%
GC
330
Garde Capital
Washington
$4.59M +$475K +4,460 +12%
HI
331
Hudock Inc
Pennsylvania
$4.57M +$14.4K +136 +0.3%
BFM
332
Broadview Financial Management
Wisconsin
$4.56M +$789K +7,409 +21%
BWA
333
BDO Wealth Advisors
Florida
$4.52M -$446K -4,188 -9%
SFP
334
Shepherd Financial Partners
Massachusetts
$4.5M +$4.1M +38,487 +1,028%
MWM
335
Mission Wealth Management
California
$4.47M +$340K +3,192 +8%
PAMG
336
Patton Albertson Miller Group
Tennessee
$4.45M +$2.49M +23,199 +127%
GPA
337
Guidance Point Advisors
Massachusetts
$4.44M +$4.44M +41,649 New
TFCP
338
Twin Focus Capital Partners
Massachusetts
$4.41M -$2.66M -25,008 -38%
AL
339
Aspiriant LLC
California
$4.36M +$2.93M +27,502 +204%
AA
340
Ancora Advisors
Ohio
$4.3M +$479K +4,497 +13%
PCA
341
Peddock Capital Advisors
Massachusetts
$4.29M -$254K -2,384 -6%
AWM
342
Altavista Wealth Management
North Carolina
$4.28M +$1.54M +14,431 +56%
ACP
343
Aveo Capital Partners
Colorado
$4.28M -$77.2K -725 -2%
PFT
344
Providence First Trust
Arizona
$4.28M -$13.3K -125 -0.3%
FA
345
Fortis Advisors
Pennsylvania
$4.25M +$26.7K +251 +0.6%
CCG
346
Cypress Capital Group
Florida
$4.18M -$1.12M -10,525 -21%
HWA
347
Hillcrest Wealth Advisors
New Jersey
$4.16M +$4.16M +39,065 New
C
348
Clearshares
New York
$4.15M – – –
BCA
349
Biltmore Capital Advisors
New Jersey
$4.15M +$4.15M +38,813 New
DLHL
350
Donald L. Hagan LLC
Florida
$4.12M +$2.24M +21,023 +119%
12 13
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