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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 %
PAM
501
Peak Asset Management
Colorado
$1.81M +$1.85K +17 +0.1%
DBRC
502
D.B. Root & Company
Pennsylvania
$1.78M +$451K +4,135 +34%
VA
503
Valmark Advisers
Ohio
$1.76M +$421K +3,859 +32%
PI
504
PineBridge Investments
New York
$1.75M -$54.5K -500 -3%
FNBOO
505
First National Bank of Omaha
Nebraska
$1.74M +$7.96K +73 +0.5%
CWA
506
Clarus Wealth Advisors
Arizona
$1.74M +$236K +2,163 +16%
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$1.73M -$458K -4,200 -21%
LFS
508
Lutz Financial Services
Nebraska
$1.73M +$603K +5,530 +54%
TF
509
TimeScale Financial
Massachusetts
$1.73M -$474K -4,349 -22%
SCA
510
SMH Capital Advisors
Texas
$1.72M +$626K +5,741 +57%
FFA
511
Fragasso Financial Advisors
Pennsylvania
$1.72M -$952K -8,729 -36%
JWS
512
Juncture Wealth Strategies
Arizona
$1.7M +$66.3K +608 +4%
TC
513
Telemus Capital
Michigan
$1.7M -$2.37M -21,693 -58%
RA
514
Rational Advisors
New York
$1.68M +$660K +6,056 +65%
FT
515
Fiduciary Trust
Massachusetts
$1.67M +$25.1K +230 +2%
TIM
516
Total Investment Management
Arizona
$1.66M +$474K +4,353 +40%
SF
517
Summit Financial
New Jersey
$1.65M +$7.64K +70 +0.5%
CWM
518
Confluence Wealth Management
Oregon
$1.65M -$935K -8,573 -36%
GG
519
GenWealth Group
New Jersey
$1.63M -$1.1M -10,124 -40%
EK
520
Evensky & Katz
Florida
$1.63M -$658K -6,035 -29%
SFG
521
SNS Financial Group
Minnesota
$1.6M +$166K +1,521 +12%
KA
522
Kovack Advisors
Florida
$1.6M +$4.15K +38 +0.3%
KWMG
523
King Wealth Management Group
Florida
$1.6M +$67.7K +621 +4%
DWM
524
Dakota Wealth Management
Florida
$1.6M +$1.14M +10,462 +251%
NEPWA
525
New England Private Wealth Advisors
Massachusetts
$1.59M +$7.96K +73 +0.5%
19 20
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