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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 %
BOTW
451
Bank of the West
California
$2.15M +$1.38M +12,967 +180%
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$2.14M – – –
WS
453
Wedbush Securities
California
$2.13M -$17.3K -162 -0.8%
WPSG
454
Wealth & Pension Services Group
Georgia
$2.06M -$250K -2,350 -11%
DPI
455
Diversified Portfolios Inc
Michigan
$2.06M -$68.6K -644 -3%
BCM
456
Brookstone Capital Management
Illinois
$2.05M +$256K +2,408 +14%
HIS
457
Harvest Investment Services
Illinois
$2.05M +$2.05M +19,164 New
AIM
458
Advantage Investment Management
Iowa
$2.04M +$1.61M +15,101 +369%
DT
459
Diversified Trust
Tennessee
$2.04M -$2.07M -19,445 -50%
WWM
460
Western Wealth Management
Colorado
$2.02M +$2.02M +18,962 New
HB
461
Homrich & Berg
Georgia
$2.01M +$395K +3,707 +24%
BIA
462
Bigelow Investment Advisors
Maine
$1.99M -$109K -1,028 -5%
PFGIA
463
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$149K +1,396 +8%
BFEC
464
Benjamin F. Edwards & Company
Missouri
$1.97M +$52.2K +490 +3%
GRP
465
Global Retirement Partners
California
$1.97M +$8.73K +82 +0.4%
OWM
466
Orgel Wealth Management
Wisconsin
$1.97M +$1.19M +11,180 +153%
ADL
467
Asset Dedication LLC
California
$1.96M -$376K -3,528 -16%
MAM
468
Marquette Asset Management
Minnesota
$1.94M -$488K -4,581 -20%
NEGWA
469
New England Guild Wealth Advisors
Connecticut
$1.94M -$1.36M -12,813 -41%
SI
470
Stephens Inc
Arkansas
$1.94M -$93.6K -879 -5%
BAS
471
Brown Advisory Securities
Maryland
$1.93M -$2.15M -20,183 -53%
State Street
472
State Street
Massachusetts
$1.93M +$6.39K +60 +0.3%
SMDAM
473
Sumitomo Mitsui DS Asset Management
Japan
$1.92M -$79.9K -750 -4%
PPP
474
Private Portfolio Partners
New Jersey
$1.9M +$1.9M +17,795 New
SIA
475
Strategic Investment Advisors
Michigan
$1.89M +$1.89M +17,735 New
17 18
19
20 21