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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 %
LI
526
LVZ Inc
Michigan
$1.59M +$182K +1,669 +13%
HR
527
Hayden Royal
North Carolina
$1.58M +$1.09M +9,956 +219%
Wealth Enhancement Advisory Services
528
Wealth Enhancement Advisory Services
Minnesota
$1.58M +$1.08M +9,977 +217%
I
529
IberiaBank
Louisiana
$1.57M -$1.48M -13,524 -48%
BRWA
530
B. Riley Wealth Advisors
Florida
$1.56M -$228K -2,084 -13%
PA
531
Paracle Advisors
Washington
$1.55M +$110K +1,011 +8%
MWPCG
532
Measured Wealth Private Client Group
New Hampshire
$1.55M -$50.3K -461 -3%
JHCP
533
Jackson Hole Capital Partners
Oklahoma
$1.55M – – –
SG
534
StoneX Group
New York
$1.54M +$669K +6,134 +77%
TSS
535
Two Sigma Securities
New York
$1.53M +$1.53M +14,019 New
SMDAM
536
Sumitomo Mitsui DS Asset Management
Japan
$1.52M -$447K -4,095 -23%
SSWM
537
Sheets Smith Wealth Management
North Carolina
$1.51M +$6.11K +56 +0.4%
BJL
538
Brighton Jones LLC
Washington
$1.5M +$248K +2,271 +20%
OCG
539
Opus Capital Group
Ohio
$1.47M -$277K -2,536 -16%
FFN
540
Focus Financial Network
Minnesota
$1.46M +$1.46M +13,430 New
LFG
541
Larson Financial Group
Missouri
$1.46M -$9.05K -83 -0.6%
CAM
542
Cresset Asset Management
Illinois
$1.45M -$47.9K -439 -3%
CIR
543
Clear Investment Research
Georgia
$1.44M +$30.4K +279 +2%
WWM
544
Willingdon Wealth Management
North Carolina
$1.42M +$21.7K +199 +2%
GFP
545
Gryphon Financial Partners
Ohio
$1.4M -$10K -92 -0.7%
JGUA
546
John G. Ullman & Associates
New York
$1.38M -$115K -1,057 -8%
HI
547
Human Investing
Oregon
$1.35M +$203K +1,862 +18%
FC
548
Financial Consulate
Maryland
$1.35M -$289K -2,652 -18%
PSUF
549
People's United Financial
Connecticut
$1.34M +$514K +4,711 +62%
EAMA
550
EFG Asset Management (Americas)
Florida
$1.34M +$89.4K +820 +7%
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