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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 %
ACM
426
Aviance Capital Management
Florida
$2.44M -$648K -6,084 -21%
CC
427
Cadinha & Co
Hawaii
$2.43M -$3.06M -28,743 -56%
CCM
428
Canal Capital Management
Virginia
$2.43M -$1.99M -18,730 -45%
A
429
AdvicePeriod
California
$2.4M -$310K -2,860 -11%
PCMK
430
Paragon Capital Management (Kansas)
Kansas
$2.39M -$149K -1,395 -6%
AG
431
AlphaSimPlex Group
Massachusetts
$2.39M -$239K -2,246 -9%
CI
432
Conning Inc
Connecticut
$2.39M – – –
PCM
433
Penserra Capital Management
California
$2.34M +$2.34M +21,970 New
HCM
434
Hollencrest Capital Management
California
$2.32M -$200K -1,882 -8%
AAP
435
Arax Advisory Partners
Colorado
$2.31M +$527K +4,948 +30%
BA
436
Ballew Advisors
Mississippi
$2.3M +$579K +5,398 +34%
TFA
437
Transamerica Financial Advisors
Florida
$2.3M -$269K -2,528 -10%
CA
438
Continuum Advisory
Idaho
$2.29M -$186K -1,747 -8%
WHG
439
Westwood Holdings Group
Texas
$2.27M +$1.92M +17,996 +546%
DIP
440
DT Investment Partners
Pennsylvania
$2.26M -$170K -1,592 -7%
LPWM
441
Lake Point Wealth Management
Texas
$2.25M +$2.25M +21,094 New
EK
442
Evensky & Katz
Florida
$2.23M +$48K +451 +2%
GWMIA
443
Global Wealth Management Investment Advisory
Florida
$2.23M +$2.23M +20,945 New
TWM
444
Tolleson Wealth Management
Texas
$2.22M +$2.22M +20,874 New
CC
445
Cedar Capital
Illinois
$2.21M +$233K +2,184 +12%
Nomura Asset Management
446
Nomura Asset Management
Japan
$2.21M +$688K +6,460 +45%
VAG
447
VisionPoint Advisory Group
Texas
$2.21M +$2.21M +20,759 New
UWPG
448
Ullmann Wealth Partners Group
Florida
$2.18M +$2.18M +20,430 New
TF
449
TimeScale Financial
Massachusetts
$2.15M +$2.15M +20,196 New
WA
450
Winfield Associates
Ohio
$2.15M -$2.77M -25,972 -56%
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