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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 %
FIB
576
First Interstate Bank
Montana
$1.11M -$118K -1,084 -10%
SBSB
577
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.09M +$764 +7 +0.1%
SBLIC
578
Security Benefit Life Insurance Company
Kansas
$1.09M -$546K -5,000 -33%
CM
579
Cornerstone Management
Georgia
$1.09M +$43.7K +401 +4%
Nomura Asset Management
580
Nomura Asset Management
Japan
$1.08M -$1.18M -10,820 -52%
ECA
581
Elevated Capital Advisors
Utah
$1.08M +$1.08M +9,247 New
BFC
582
Blue Fin Capital
Rhode Island
$1.08M +$8.18K +75 +0.8%
HCM
583
Horan Capital Management
Maryland
$1.08M +$35.9K +329 +3%
NPT
584
Nixon Peabody Trust
Massachusetts
$1.07M -$25.1K -230 -2%
CFN
585
Cordasco Financial Network
Florida
$1.07M +$12.4K +114 +1%
GBT
586
Grove Bank & Trust
Florida
$1.06M +$82.5K +756 +8%
FAN
587
Financial Advisors Network
California
$1.03M -$58.7K -532 -5%
BWCS
588
Beirne Wealth Consulting Services
Connecticut
$1.02M -$284K -2,604 -22%
CCM
589
Colorado Capital Management
Colorado
$1.01M -$22.8K -209 -2%
AIA
590
Alera Investment Advisors
Illinois
$999K -$850K -7,795 -46%
AIM
591
Astor Investment Management
Illinois
$994K +$527K +4,836 +113%
BRWM
592
B. Riley Wealth Management
Tennessee
$987K +$744K +6,821 +306%
RTS
593
Round Table Services
New Jersey
$981K +$6.76K +62 +0.7%
WP
594
WealthPLAN Partners
Nebraska
$977K +$60.6K +555 +7%
WSFS
595
Wilmington Savings Fund Society
Delaware
$959K -$46.5K -426 -5%
CFG
596
Citizens Financial Group
Rhode Island
$959K -$4.36K -40 -0.5%
CAM
597
Chandler Asset Management
California
$958K – – –
Retirement Systems of Alabama
598
Retirement Systems of Alabama
Alabama
$949K – – –
SLWS
599
Swaine & Leidel Wealth Services
Florida
$948K -$342K -3,138 -27%
ATFA
600
All Terrain Financial Advisors
Minnesota
$946K +$194K +1,783 +26%
22 23
24
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