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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 %
BF
401
Blankinship & Foster
California
$2.79M +$2.79M +26,221 New
CS
402
Comerica Securities
Michigan
$2.79M +$80.3K +754 +3%
CMP
403
Courage Miller Partners
Virginia
$2.77M +$68.6K +644 +3%
MG
404
Mather Group
Illinois
$2.76M +$27.5K +258 +1%
PFG
405
Pacific Financial Group
Washington
$2.75M +$2.75M +25,821 New
NFG
406
Next Financial Group
Texas
$2.75M +$2.68M +25,144 +3,758%
CCP
407
Cardan Capital Partners
Colorado
$2.74M -$1.55M -14,536 -36%
CA
408
Commerzbank Aktiengesellschaft
Germany
$2.73M -$2.46M -23,100 -47%
First Trust Advisors
409
First Trust Advisors
Illinois
$2.73M +$337K +3,167 +14%
BWM
410
BerganKDV Wealth Management
Minnesota
$2.71M -$236K -2,213 -8%
GG
411
GenWealth Group
New Jersey
$2.69M +$3.41K +32 +0.1%
BTNA
412
Bremer Trust National Association
Minnesota
$2.68M +$2.45M +23,018 +1,076%
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$2.67M -$33.7K -316 -1%
BWP
414
BSW Wealth Partners
Colorado
$2.67M +$1.56M +14,678 +141%
CANC
415
Culbertson A N & Co
Virginia
$2.62M -$154K -1,442 -6%
BP
416
Ballentine Partners
Massachusetts
$2.61M +$6.92K +65 +0.3%
FFA
417
Fragasso Financial Advisors
Pennsylvania
$2.6M +$491K +4,614 +23%
SCA
418
STALEY CAPITAL ADVISERS
Pennsylvania
$2.56M – – –
MIAN
419
Mariner Independent Advisor Network
Kansas
$2.54M +$279K +2,616 +12%
PP
420
PagnatoKarp Partners
Virginia
$2.53M +$861K +8,087 +52%
CWM
421
Confluence Wealth Management
Oregon
$2.52M -$1.4M -13,108 -36%
CI
422
CX Institutional
Indiana
$2.5M +$1.22M +11,411 +95%
AIA
423
Affinity Investment Advisors
California
$2.48M – – –
CCM
424
Context Capital Management
California
$2.45M +$2.45M +23,000 New
PP
425
Prudential plc
United Kingdom
$2.45M +$2.45M +23,000 New
15 16
17
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