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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 %
AIA
601
Arbor Investment Advisors
North Carolina
$932K +$648K +6,086 +228%
CFS
602
CRA Financial Services
New Jersey
$932K +$932K +8,753 New
Retirement Systems of Alabama
603
Retirement Systems of Alabama
Alabama
$927K – – –
CAM
604
Chandler Asset Management
California
$927K – – –
PA
605
Pinnacle Associates
New York
$921K -$93.7K -880 -9%
CA
606
Cambridge Advisors
Nebraska
$920K – – –
CAMG
607
CWA Asset Management Group
Florida
$920K +$517K +4,854 +128%
FNBOSM
608
First National Bank of South Miami
Florida
$920K +$920K +8,558 New
TL
609
TrueWealth LLC
Georgia
$916K -$353K -3,315 -28%
FHC
610
First Heartland Consultants
Missouri
$901K -$1.72M -16,115 -66%
WP
611
WealthPLAN Partners
Nebraska
$901K +$81K +755 +10%
VAM
612
Verity Asset Management
North Carolina
$889K +$493K +4,629 +124%
BAM
613
Brave Asset Management
New Jersey
$875K +$875K +8,215 New
PWM
614
Paulson Wealth Management
Illinois
$863K -$1.13M -10,587 -57%
AWM
615
Avondale Wealth Management
Texas
$854K +$603K +5,664 +241%
SG
616
StoneX Group
New York
$849K -$40.1K -376 -5%
DI
617
DAGCO Inc
Ohio
$845K +$845K +7,935 New
PP
618
PDS Planning
Ohio
$842K +$842K +7,906 New
ATC
619
Argent Trust Co
Tennessee
$832K – – –
BFA
620
Beaumont Financial Advisors
Massachusetts
$827K -$19.8M -185,839 -96%
SEI Investments
621
SEI Investments
Pennsylvania
$823K +$502K +4,706 +156%
IWM
622
IHT Wealth Management
Illinois
$815K -$371K -3,487 -31%
GCA
623
Gradient Capital Advisors
California
$810K -$28K -263 -3%
PSUF
624
People's United Financial
Connecticut
$808K +$124K +1,165 +18%
TCB
625
Texas Capital Bancshares
Texas
$805K -$195K -1,832 -20%
23 24
25
26 27