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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 %
WTC
551
WhitTier Trust Company
Nevada
$1.34M -$20.2K -185 -1%
BOTW
552
Bank of the West
California
$1.32M -$880K -8,068 -40%
BF
553
Blankinship & Foster
California
$1.31M -$1.55M -14,188 -54%
FC
554
FCA Corp
Texas
$1.31M +$251K +2,299 +24%
BC
555
Burney Company
Virginia
$1.3M +$31.2K +286 +2%
FPS
556
Fieldpoint Private Securities
Connecticut
$1.3M -$31.6K -290 -2%
PHS
557
Pekin Hardy Strauss
Illinois
$1.3M -$290K -2,655 -18%
BBNA
558
Bremer Bank National Association
Minnesota
$1.27M +$1.27M +11,733 New
SSWM
559
Smith Salley Wealth Management
North Carolina
$1.27M -$241K -2,213 -16%
GW
560
GW & Wade
Massachusetts
$1.26M +$654 +6 +0.1%
SAS
561
Sage Advisory Services
Texas
$1.26M +$1.26M +11,567 New
BCM
562
BTC Capital Management
Iowa
$1.25M -$229K -2,103 -15%
IDA
563
Intelligence Driven Advisers
California
$1.25M +$461K +4,222 +58%
SC
564
Slow Capital
California
$1.25M +$685K +6,280 +122%
GP
565
Girard Partners
Pennsylvania
$1.24M -$110K -1,005 -8%
SCA
566
Snowden Capital Advisors
New York
$1.23M +$11.2K +103 +0.9%
PCA
567
Providence Capital Advisors
North Carolina
$1.23M +$46.8K +429 +4%
QA
568
Quantitative Advantage
Minnesota
$1.21M -$57.2K -524 -5%
AM
569
Atwater Malick
Pennsylvania
$1.21M +$39.6K +363 +3%
KFC
570
Klingenstein Fields & Co
New York
$1.19M – – –
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$1.16M +$1M +9,171 +623%
AWA
572
Arete Wealth Advisors
Illinois
$1.15M +$56.5K +518 +5%
VWA
573
V Wealth Advisors
Kansas
$1.14M +$1.14M +10,443 New
BAS
574
Brown Advisory Securities
Maryland
$1.13M -$845K -7,730 -43%
GCM
575
Gibraltar Capital Management
Oklahoma
$1.12M -$143K -1,313 -11%
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