AGG icon

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 %
NPT
576
Nixon Peabody Trust
Massachusetts
$1.07M -$600K -5,636 -36%
SBSB
577
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.07M +$1.07M +10,013 New
SCA
578
SMH Capital Advisors
Texas
$1.06M -$157K -1,474 -13%
AWA
579
Arete Wealth Advisors
Illinois
$1.06M -$65.2K -612 -6%
TCM
580
Traynor Capital Management
Pennsylvania
$1.06M -$52.9K -497 -5%
JCM
581
Jacobi Capital Management
Pennsylvania
$1.05M +$613K +5,760 +139%
FAN
582
Financial Advisors Network
California
$1.05M +$1.05M +9,888 New
TNBTD
583
Trustmark National Bank Trust Department
Mississippi
$1.05M -$56.7K -532 -5%
BFC
584
Blue Fin Capital
Rhode Island
$1.05M -$159K -1,489 -13%
BSW
585
Buckingham Strategic Wealth
Missouri
$1.04M +$1.04M +9,785 New
FC
586
FCA Corp
Texas
$1.04M -$91.8K -862 -8%
W
587
Wealthquest
Ohio
$1.03M +$1.03M +9,424 New
CFN
588
Cordasco Financial Network
Florida
$1.03M -$38K -357 -4%
MPW
589
MA Private Wealth
California
$1.03M +$1.03M +9,644 New
CM
590
Cornerstone Management
Georgia
$1.02M +$22.3K +209 +2%
HCM
591
Horan Capital Management
Maryland
$1.02M -$291K -2,736 -22%
CCM
592
Colorado Capital Management
Colorado
$1.01M -$26.6K -250 -3%
JCM
593
Janney Capital Management
Pennsylvania
$1.01M +$318K +2,983 +46%
CSPIA
594
Cary Street Partners Investment Advisory
Virginia
$1.01M +$1.01M +8,641 New
AP
595
Advisors Preferred
Maryland
$1M +$312K +2,928 +45%
RA
596
Rational Advisors
New York
$998K +$8.09K +76 +0.8%
WSFS
597
Wilmington Savings Fund Society
Delaware
$982K -$231K -2,168 -19%
GBT
598
Grove Bank & Trust
Florida
$956K -$431K -4,044 -31%
RTS
599
Round Table Services
New Jersey
$951K +$153K +1,434 +19%
CFG
600
Citizens Financial Group
Rhode Island
$940K -$32.5K -305 -3%
22 23
24
25 26