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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 %
JGUA
526
John G. Ullman & Associates
New York
$1.46M -$497K -4,668 -25%
BCM
527
BTC Capital Management
Iowa
$1.45M +$224K +2,103 +18%
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$1.44M +$531K +4,984 +58%
PV
529
Private Vista
Illinois
$1.43M +$836K +7,850 +140%
LFG
530
Larson Financial Group
Missouri
$1.43M +$311K +2,924 +28%
PA
531
Paracle Advisors
Washington
$1.41M +$715K +6,717 +103%
SFG
532
SNS Financial Group
Minnesota
$1.4M -$1.45M -13,605 -51%
Renaissance Technologies
533
Renaissance Technologies
New York
$1.4M +$1.4M +13,100 New
MA
534
Mutual Advisors
Nebraska
$1.39M -$298K -2,802 -18%
DAS
535
Dynamic Advisor Solutions
Arizona
$1.38M -$133K -1,244 -9%
CIR
536
Clear Investment Research
Georgia
$1.38M -$426K -4,005 -24%
Kayne Anderson Rudnick Investment Management
537
Kayne Anderson Rudnick Investment Management
California
$1.38M +$715K +6,730 +108%
LI
538
LVZ Inc
Michigan
$1.38M +$103K +967 +8%
GFP
539
Gryphon Financial Partners
Ohio
$1.37M +$39.9K +375 +3%
AF
540
Advisornet Financial
Minnesota
$1.37M +$1M +9,424 +272%
WWM
541
Willingdon Wealth Management
North Carolina
$1.37M +$52.5K +493 +4%
IWC
542
Integrated Wealth Concepts
Massachusetts
$1.34M +$176K +1,656 +15%
WTC
543
WhitTier Trust Company
Nevada
$1.33M +$170K +1,593 +15%
GP
544
Girard Partners
Pennsylvania
$1.32M +$195K +1,834 +17%
VA
545
Valmark Advisers
Ohio
$1.3M +$841K +7,894 +181%
FPS
546
Fieldpoint Private Securities
Connecticut
$1.3M +$61.8K +580 +5%
DBRC
547
D.B. Root & Company
Pennsylvania
$1.3M -$81.7K -767 -6%
GIA
548
Gladstone Institutional Advisory
Florida
$1.29M +$1.29M +12,132 New
RCA
549
Rowland Carmichael Advisors
Arizona
$1.28M -$303K -2,845 -19%
BWCS
550
Beirne Wealth Consulting Services
Connecticut
$1.28M +$1.28M +11,970 New
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