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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 %
CFA
376
Capstone Financial Advisors
Illinois
$3.24M +$3.24M +30,434 New
HT
377
Hefren-Tillotson
Pennsylvania
$3.23M +$282K +2,651 +10%
EC
378
Estate Counselors
Wisconsin
$3.21M -$1.43M -13,405 -31%
HCM
379
Harvest Capital Management
New Hampshire
$3.2M -$9.59K -90 -0.3%
SIAM
380
Sterling Investment Advisors (Missouri)
Missouri
$3.17M -$151K -1,417 -5%
BSB
381
Bangor Savings Bank
Maine
$3.16M -$61.1K -574 -2%
EIA
382
Eldridge Investment Advisors
New Hampshire
$3.16M +$32.3K +303 +1%
1NWS
383
1 North Wealth Services
Maryland
$3.11M +$3.11M +29,236 New
KBFS
384
Kohmann Bosshard Financial Services
Ohio
$3.07M +$2.85M +26,796 +1,304%
5L
385
55I LLC
Massachusetts
$3.05M +$3.05M +28,651 New
NS
386
NewDay Solutions
New Hampshire
$3.05M +$3.05M +28,614 New
NL
387
NWAM LLC
Washington
$3M -$300K -2,816 -9%
NI
388
NYL Investors
New York
$2.98M +$2.98M +28,000 New
I
389
IberiaBank
Louisiana
$2.98M +$2.74M +25,722 +1,153%
APA
390
American Portfolios Advisors
New York
$2.98M +$83.8K +787 +3%
KWM
391
Kingsview Wealth Management
Oregon
$2.91M +$507K +4,764 +21%
SWM
392
SVA Wealth Management
Wisconsin
$2.91M +$44.7K +420 +2%
MGIA
393
Moneta Group Investment Advisors
Missouri
$2.9M -$426 -4 -0%
SS
394
Sunbelt Securities
Texas
$2.89M +$2.69M +25,247 +1,323%
Luther King Capital Management (LKCM)
395
Luther King Capital Management (LKCM)
Texas
$2.88M -$2.9M – –
PTC
396
Private Trust Company
Ohio
$2.87M +$1.15M +10,821 +67%
RIA
397
Regal Investment Advisors
Michigan
$2.85M +$625K +5,874 +28%
TPWA
398
TRUE Private Wealth Advisors
Oregon
$2.83M +$719K +6,751 +34%
FIM
399
Freedom Investment Management
Connecticut
$2.82M +$1.98M +18,558 +234%
AAM
400
Autus Asset Management
Arizona
$2.79M +$14.8K +139 +0.5%
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