AGG icon

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 %
CA
601
Cambridge Advisors
Nebraska
$942K – – –
TL
602
TrueWealth LLC
Georgia
$940K +$2.29K +21 +0.2%
PAS
603
Partnervest Advisory Services
California
$923K -$678K -6,216 -42%
FNBOSM
604
First National Bank of South Miami
Florida
$919K -$14K -128 -1%
CFA
605
Capstone Financial Advisors
Illinois
$906K -$2.41M -22,130 -73%
AWM
606
Avondale Wealth Management
Texas
$902K +$27.5K +252 +3%
EVM
607
Eaton Vance Management
Massachusetts
$902K +$902K +8,269 New
CI
608
Cambiar Investors
Colorado
$901K -$194K -1,782 -18%
PA
609
Pinnacle Associates
New York
$900K -$44.1K -404 -5%
BAM
610
Brave Asset Management
New Jersey
$888K -$7.74K -71 -0.9%
FFA
611
First Foundation Advisors
California
$886K -$630K -5,777 -42%
PP
612
PDS Planning
Ohio
$881K +$18.3K +168 +2%
MPW
613
MA Private Wealth
California
$872K -$180K -1,648 -17%
AIA
614
Angeles Investment Advisors
California
$871K -$21.2M -194,570 -96%
TNBTD
615
Trustmark National Bank Trust Department
Mississippi
$867K -$210K -1,927 -20%
JA
616
JOYN Advisors
Georgia
$854K -$366K -3,354 -30%
DI
617
DAGCO Inc
Ohio
$852K -$13.6K -125 -2%
CW
618
CreativeOne Wealth
Kansas
$851K -$847K -7,758 -50%
FCA
619
FinTrust Capital Advisors
South Carolina
$840K +$354K +3,245 +73%
BI
620
Ballast Inc
Kentucky
$836K -$754K -6,911 -47%
TF
621
Tompkins Financial
New York
$836K +$56.8K +521 +7%
AP
622
Advisors Preferred
Maryland
$835K -$194K -1,774 -19%
CAGAS
623
Capital Advisory Group Advisory Services
Minnesota
$835K +$36.7K +335 +5%
CFS
624
Ceros Financial Services
Maryland
$835K +$835K +7,654 New
GCA
625
Gradient Capital Advisors
California
$830K – – –
23 24
25
26 27