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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 %
OWM
476
Orgel Wealth Management
Wisconsin
$2.06M +$46.2K +424 +2%
UWPG
477
Ullmann Wealth Partners Group
Florida
$2.03M -$196K -1,798 -9%
WA
478
Winfield Associates
Ohio
$2.03M -$175K -1,600 -8%
MIAN
479
Mariner Independent Advisor Network
Kansas
$2M -$586K -5,394 -23%
WCM
480
Wealthcare Capital Management
Virginia
$1.99M +$369K +3,382 +23%
State Street
481
State Street
Massachusetts
$1.98M +$2.51K +23 +0.1%
WMA
482
Wealth Management Associates
New Jersey
$1.97M +$126K +1,152 +7%
WB
483
Webster Bank
Connecticut
$1.97M +$233K +2,136 +13%
BIA
484
Bigelow Investment Advisors
Maine
$1.97M -$66K -605 -3%
TCM
485
Tuttle Capital Management
Connecticut
$1.96M +$1.96M +18,009 New
SMC
486
Smith, Moore & Co
Missouri
$1.94M +$36.2K +332 +2%
PPP
487
Private Portfolio Partners
New Jersey
$1.94M -$2.84K -26 -0.1%
ARG
488
Advisory Resource Group
Oklahoma
$1.94M +$174K +1,592 +10%
BFEC
489
Benjamin F. Edwards & Company
Missouri
$1.91M -$113K -1,034 -6%
MG
490
Mather Group
Illinois
$1.88M -$949K -8,701 -34%
TCM
491
Traynor Capital Management
Pennsylvania
$1.88M +$794K +7,285 +73%
MAM
492
Marquette Asset Management
Minnesota
$1.86M -$131K -1,202 -7%
IIC
493
Integrated Investment Consultants
Michigan
$1.85M +$134K +1,225 +8%
ML
494
McAdam LLC
Pennsylvania
$1.84M +$198K +1,813 +12%
CCA
495
Cobblestone Capital Advisors
New York
$1.84M -$1.81M -16,616 -50%
HH
496
Hilltop Holdings
Texas
$1.84M +$1.84M +16,847 New
Nomura Holdings
497
Nomura Holdings
Japan
$1.82M – – –
HB
498
Homrich & Berg
Georgia
$1.82M -$246K -2,255 -12%
ACM
499
AUA Capital Management
Pennsylvania
$1.81M – – –
KL
500
KWMG LLC
Kansas
$1.81M -$122K -1,117 -6%
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