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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 %
CRC
351
Curi RMB Capital
Illinois
$4.55M +$4.55M +41,727 New
APA
352
American Portfolios Advisors
New York
$4.47M +$1.43M +13,072 +47%
CTA
353
Chesley Taft & Associates
Illinois
$4.46M +$584K +5,353 +15%
SFP
354
Shepherd Financial Partners
Massachusetts
$4.44M -$162K -1,482 -4%
ACP
355
Aveo Capital Partners
Colorado
$4.43M +$46.4K +425 +1%
MBTD
356
Mechanics Bank - Trust Department
California
$4.43M +$481K +4,406 +12%
HI
357
Hudock Inc
Pennsylvania
$4.38M -$315K -2,890 -7%
PFT
358
Providence First Trust
Arizona
$4.37M -$11.5K -105 -0.3%
HWA
359
Hillcrest Wealth Advisors
New Jersey
$4.25M -$10.9K -100 -0.3%
RTC
360
Riverview Trust Company
Washington
$4.2M -$5.35M -49,081 -56%
C
361
Clearshares
New York
$4.19M -$44.1K -404 -1%
Millennium Management
362
Millennium Management
New York
$4.17M -$4.06M -37,247 -49%
AAS
363
Avantax Advisory Services
Texas
$4.16M +$267K +2,445 +7%
CCG
364
Cypress Capital Group
Florida
$4.12M -$169K -1,547 -4%
HCM
365
Harvest Capital Management
New Hampshire
$4.07M +$791K +7,250 +24%
WAM
366
Wakefield Asset Management
Colorado
$4.07M +$65.6K +601 +2%
BAC
367
Boys Arnold & Co
North Carolina
$4.02M +$37.6K +345 +0.9%
TI
368
Tidal Investments
Wisconsin
$4.01M +$409K +3,753 +11%
KLCM
369
KG&L Capital Management
Louisiana
$3.98M +$18.7K +171 +0.5%
TFCP
370
Twin Focus Capital Partners
Massachusetts
$3.92M -$596K -5,463 -13%
1SB
371
1ST Source Bank
Indiana
$3.91M +$183K +1,679 +5%
AMG
372
Asset Management Group
Connecticut
$3.9M +$6.54K +60 +0.2%
LFAS
373
Level Four Advisory Services
Texas
$3.84M -$2.97M -27,194 -44%
PIM
374
Parker Investment Management
California
$3.82M +$3.82M +35,019 New
CS
375
Comerica Securities
Michigan
$3.81M +$952K +8,732 +33%
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