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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 %
SHGA
426
Sand Hill Global Advisors
California
$2.83M -$33.1M -303,468 -92%
CCP
427
Cardan Capital Partners
Colorado
$2.81M -$3.49K -32 -0.1%
DAS
428
Dynamic Advisor Solutions
Arizona
$2.8M +$1.39M +12,738 +98%
SWM
429
SVA Wealth Management
Wisconsin
$2.77M -$206K -1,891 -7%
CC
430
Cedar Capital
Illinois
$2.77M +$498K +4,566 +22%
EC
431
Estate Counselors
Wisconsin
$2.76M -$525K -4,815 -16%
IWC
432
Integrated Wealth Concepts
Massachusetts
$2.75M +$1.37M +12,578 +100%
G
433
GenTrust
Florida
$2.74M -$1.17M -10,733 -30%
BP
434
Ballentine Partners
Massachusetts
$2.71M +$44.6K +409 +2%
BAM
435
Baldrige Asset Management
Pennsylvania
$2.69M +$2.69M +24,621 New
BFA
436
Beaumont Financial Advisors
Massachusetts
$2.68M +$1.83M +16,764 +216%
SCA
437
STALEY CAPITAL ADVISERS
Pennsylvania
$2.62M – – –
BIAS
438
Beacon Investment Advisory Services
New Jersey
$2.61M -$3.25M -29,775 -55%
VAG
439
VisionPoint Advisory Group
Texas
$2.59M +$328K +3,003 +14%
HCM
440
Hollencrest Capital Management
California
$2.59M +$205K +1,882 +9%
WS
441
Wedbush Securities
California
$2.56M +$377K +3,454 +17%
BWP
442
BSW Wealth Partners
Colorado
$2.56M -$173K -1,585 -6%
RIA
443
Regal Investment Advisors
Michigan
$2.56M -$360K -3,304 -12%
5L
444
55I LLC
Massachusetts
$2.56M -$569K -5,219 -18%
CFG
445
CKW Financial Group
Hawaii
$2.55M +$709K +6,498 +38%
AIA
446
Affinity Investment Advisors
California
$2.54M – – –
PFGIA
447
Patriot Financial Group Insurance Agency
Massachusetts
$2.54M +$518K +4,751 +26%
AF
448
Advisornet Financial
Minnesota
$2.48M +$1.07M +9,836 +76%
WWM
449
Western Wealth Management
Colorado
$2.45M +$383K +3,509 +19%
PTC
450
Private Trust Company
Ohio
$2.45M -$491K -4,498 -17%
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