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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
$941M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$521M
4
Franklin Resources
Franklin Resources
California
$289M
5
RJA
Raymond James & Associates
Florida
$2.61B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
TF
TIAA FSB
Florida
$123M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.07B
4
IG
ING Group
Netherlands
$0
5
HSBC Holdings
HSBC Holdings
United Kingdom
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$294M +$1.38M +12,698 +0.5%
Franklin Resources
27
Franklin Resources
California
$289M +$251M +2,302,813 +670%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$234M -$222M -2,032,447 -49%
USAA
29
United Services Automobile Association
Texas
$209M -$11.1M -102,214 -5%
NA
30
NextCapital Advisers
Illinois
$205M +$65.2M +598,187 +47%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$192M -$1.35M -12,361 -0.7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$183M +$14.9M +136,536 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$181M +$24M +220,118 +15%
VCM
34
Virtue Capital Management
Tennessee
$171M +$31.6M +290,015 +23%
DADC
35
D.A. Davidson & Co
Montana
$154M +$4.62M +42,377 +3%
SG Americas Securities
36
SG Americas Securities
New York
$153M +$153M +1,403,097 New
WI
37
WealthNavi Inc
Japan
$152M +$152M +1,397,003 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$147M +$25.8M +236,759 +21%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$146M +$6.26M +57,395 +4%
KeyBank National Association
40
KeyBank National Association
Ohio
$135M -$15M -137,789 -10%
DWM
41
Destination Wealth Management
California
$133M +$29.1M +266,672 +28%
GAM
42
GQ Asset Management
New York
$128M +$128M +1,174,340 New
Deutsche Bank
43
Deutsche Bank
Germany
$125M -$90.6M -831,058 -42%
TF
44
TIAA FSB
Florida
$123M -$434M -3,978,575 -78%
SCM
45
SCS Capital Management
Massachusetts
$121M -$11.2M -102,336 -8%
Stifel Financial
46
Stifel Financial
Missouri
$119M +$44M +403,121 +59%
CS
47
Credit Suisse
Switzerland
$113M +$45.2M +414,025 +66%
AG
48
Advisor Group
Arizona
$113M +$2.64M +24,221 +2%
MFM
49
MD Financial Management
Ontario, Canada
$111M +$33.3M +304,881 +43%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$109M – – –
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