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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 %
AG
451
AlphaSimPlex Group
Massachusetts
$2.44M – – –
GAG
452
GM Advisory Group
New York
$2.44M +$791K +7,256 +48%
PIMG
453
Patriot Investment Management Group
Tennessee
$2.41M +$2.41M +22,098 New
ACM
454
AlphaStar Capital Management
North Carolina
$2.39M +$548K +5,022 +30%
PCA
455
Personal Capital Advisors
California
$2.39M -$16.2M -148,584 -87%
ACM
456
Aviance Capital Management
Florida
$2.38M -$121K -1,110 -5%
CWM
457
CCG Wealth Management
California
$2.37M +$678K +6,214 +40%
CC
458
Cadinha & Co
Hawaii
$2.34M -$158K -1,453 -6%
BA
459
Ballew Advisors
Mississippi
$2.32M +$1.19K +11 +0.1%
SIA
460
Strategic Investment Advisors
Michigan
$2.32M +$384K +3,520 +20%
CA
461
Continuum Advisory
Idaho
$2.31M -$24.3K -224 -1%
NEGWA
462
New England Guild Wealth Advisors
Connecticut
$2.31M +$317K +2,909 +16%
PAS
463
Park Avenue Securities
New York
$2.3M +$2.3M +21,221 New
SI
464
Stephens Inc
Arkansas
$2.26M +$277K +2,543 +14%
CAMG
465
CWA Asset Management Group
Florida
$2.24M +$1.3M +11,940 +138%
PP
466
PagnatoKarp Partners
Virginia
$2.24M -$348K -3,195 -13%
TWM
467
Tolleson Wealth Management
Texas
$2.22M -$53.7K -492 -2%
OFG
468
Omega Financial Group
California
$2.22M +$291K +2,669 +15%
HFP
469
Holistic Financial Partners
Indiana
$2.2M +$493K +4,522 +29%
JCM
470
Jacobi Capital Management
Pennsylvania
$2.2M +$1.12M +10,294 +104%
W
471
Wealthquest
Ohio
$2.2M +$1.17M +10,723 +114%
ACP
472
Aviance Capital Partners
Florida
$2.14M +$206K +1,887 +11%
GRP
473
Global Retirement Partners
California
$2.13M +$108K +989 +5%
WPSG
474
Wealth & Pension Services Group
Georgia
$2.1M -$10.7K -98 -0.5%
DPI
475
Diversified Portfolios Inc
Michigan
$2.09M -$19.7K -181 -0.9%
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