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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 %
SXL
501
Summit X LLC
Missouri
$1.64M -$411K -472 -20%
GAG
502
GM Advisory Group
New York
$1.61M +$323K +3,030 +25%
FT
503
Fiduciary Trust
Massachusetts
$1.61M +$92.4K +868 +6%
ML
504
McAdam LLC
Pennsylvania
$1.61M +$261K +2,447 +19%
SF
505
Summit Financial
New Jersey
$1.6M +$1.6M +15,071 New
SBLIC
506
Security Benefit Life Insurance Company
Kansas
$1.6M +$1.6M +15,000 New
JWS
507
Juncture Wealth Strategies
Arizona
$1.6M -$267K -2,507 -14%
FC
508
Financial Consulate
Maryland
$1.6M -$101K -945 -6%
WCM
509
Wealthcare Capital Management
Virginia
$1.58M -$49.8K -468 -3%
MWPCG
510
Measured Wealth Private Client Group
New Hampshire
$1.56M -$122K -1,142 -7%
PAS
511
Partnervest Advisory Services
California
$1.56M +$1.56M +14,675 New
KA
512
Kovack Advisors
Florida
$1.56M -$225K -2,116 -13%
BI
513
Ballast Inc
Kentucky
$1.55M -$1.13M -10,567 -42%
ASN
514
Advisory Services Network
Georgia
$1.55M -$4.29M -40,254 -73%
NEPWA
515
New England Private Wealth Advisors
Massachusetts
$1.55M +$14.2K +133 +0.9%
PHS
516
Pekin Hardy Strauss
Illinois
$1.55M -$392K -3,677 -20%
JHCP
517
Jackson Hole Capital Partners
Oklahoma
$1.51M +$1.51M +14,171 New
KWMG
518
King Wealth Management Group
Florida
$1.5M -$261K -2,451 -15%
FFA
519
First Foundation Advisors
California
$1.48M +$1.09M +10,260 +282%
AII
520
AGF Investments Inc
Ontario, Canada
$1.47M -$189K -1,779 -11%
SSWM
521
Smith Salley Wealth Management
North Carolina
$1.47M -$260K -2,442 -15%
CWA
522
Clarus Wealth Advisors
Arizona
$1.47M +$1.46M +13,682 +15,909%
CAM
523
Cresset Asset Management
Illinois
$1.47M +$1.47M +13,763 New
SSWM
524
Sheets Smith Wealth Management
North Carolina
$1.46M +$11.1K +104 +0.8%
CIM
525
Confluence Investment Management
Missouri
$1.46M +$1.46M +13,707 New
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