AGG icon

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 %
OWD
401
Osborn Williams & Donohoe
Ohio
$3.2M +$3.2M +29,462 New
EWA
402
EP Wealth Advisors
California
$3.18M -$26.2M -239,852 -89%
PFG
403
Pacific Financial Group
Washington
$3.17M +$349K +3,204 +12%
NI
404
NYL Investors
New York
$3.16M +$109K +1,000 +4%
PA
405
PFG Advisors
Arizona
$3.14M -$880K -8,098 -22%
ISL
406
Ingalls & Snyder LLC
New York
$3.13M +$3.13M +28,650 New
NL
407
NWAM LLC
Washington
$3.12M +$41.4K +380 +1%
Luther King Capital Management (LKCM)
408
Luther King Capital Management (LKCM)
Texas
$3.06M -$2.88M – –
IA
409
IndexIQ Advisors
New York
$3.06M -$4.89M -44,801 -62%
ATPW
410
Ashton Thomas Private Wealth
Arizona
$3.01M +$3.01M +27,554 New
BWM
411
BerganKDV Wealth Management
Minnesota
$3M +$220K +2,016 +8%
A
412
AdvicePeriod
California
$3M +$543K +4,911 +22%
MGIA
413
Moneta Group Investment Advisors
Missouri
$2.97M +$654 +6 +0%
First Trust Advisors
414
First Trust Advisors
Illinois
$2.97M +$179K +1,642 +6%
BSB
415
Bangor Savings Bank
Maine
$2.97M -$266K -2,443 -8%
TPWA
416
TRUE Private Wealth Advisors
Oregon
$2.97M +$65.3K +599 +2%
CCM
417
Canal Capital Management
Virginia
$2.97M +$477K +4,374 +19%
PCM
418
Penserra Capital Management
California
$2.95M +$549K +5,038 +23%
UB
419
UMB Bank
Missouri
$2.92M -$270K -2,476 -8%
MA
420
Mutual Advisors
Nebraska
$2.92M +$1.5M +13,735 +105%
AAM
421
Autus Asset Management
Arizona
$2.9M +$41.5K +381 +1%
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$2.89M +$607K +5,563 +27%
WAM
423
Wolverine Asset Management
Illinois
$2.87M -$2.44M -22,340 -46%
CMP
424
Courage Miller Partners
Virginia
$2.84M +$5.89K +54 +0.2%
KBFS
425
Kohmann Bosshard Financial Services
Ohio
$2.84M -$310K -2,840 -10%
15 16
17
18 19