AGG icon

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 %
TC
351
Telemus Capital
Michigan
$3.97M +$3.69M +34,633 +1,330%
PA
352
PFG Advisors
Arizona
$3.96M -$79.6K -742 -2%
SS
353
Simplicity Solutions
Minnesota
$3.94M -$12M -112,825 -75%
WAM
354
Wakefield Asset Management
Colorado
$3.91M -$99K -930 -2%
BAC
355
Boys Arnold & Co
North Carolina
$3.88M -$277K -2,612 -7%
KLCM
356
KG&L Capital Management
Louisiana
$3.86M +$3.86M +36,312 New
MBTD
357
Mechanics Bank - Trust Department
California
$3.86M +$90.5K +850 +2%
G
358
GenTrust
Florida
$3.82M +$2.96M +27,845 +348%
AAS
359
Avantax Advisory Services
Texas
$3.81M +$3.81M +35,699 New
AMG
360
Asset Management Group
Connecticut
$3.8M -$5.9M -55,390 -61%
CTA
361
Chesley Taft & Associates
Illinois
$3.79M -$197K -1,850 -5%
CAM
362
Crestone Asset Management
Colorado
$3.69M +$1.32M +12,359 +55%
PFA
363
Pure Financial Advisors
California
$3.68M -$435K -4,082 -11%
WIC
364
Whitegate Investment Counselors
New Hampshire
$3.67M -$1.09M -10,265 -23%
PWW
365
Pettyjohn Wood & White
Virginia
$3.67M -$87.9K -825 -2%
1SB
366
1ST Source Bank
Indiana
$3.64M +$78.7K +739 +2%
IFS
367
Ifrah Financial Services
Arkansas
$3.57M -$114K -1,072 -3%
CCA
368
Cobblestone Capital Advisors
New York
$3.56M +$894K +8,391 +33%
JIR
369
James Investment Research
Ohio
$3.54M -$255K -2,396 -7%
TI
370
Tidal Investments
Wisconsin
$3.52M +$3.52M +33,046 New
CAL
371
Capital Advisors Ltd
Ohio
$3.44M +$3.38M +31,713 +5,515%
CFB
372
Cullen/Frost Bankers
Texas
$3.39M -$407K -3,825 -11%
OAM
373
Oppenheimer Asset Management
New York
$3.38M -$48.7K -457 -1%
HW
374
Hedeker Wealth
Illinois
$3.32M +$105K +986 +3%
ECM
375
Exchange Capital Management
Michigan
$3.24M +$459K +4,308 +16%
13 14
15
16 17