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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 %
AQA
626
Alpha Quant Advisors
Texas
$801K +$801K +7,523 New
BWP
627
Bernardo Wealth Planning
Pennsylvania
$800K +$800K +7,515 New
Fiera Capital (Canada)
628
Fiera Capital (Canada)
Quebec, Canada
$795K -$248K -2,327 -24%
SCM
629
Stordahl Capital Management
Colorado
$794K -$27.4K -257 -3%
EWM
630
Empirical Wealth Management
Washington
$783K +$101K +944 +15%
SBH
631
Segall Bryant & Hamill
Illinois
$781K +$377K +3,541 +93%
CAGAS
632
Capital Advisory Group Advisory Services
Minnesota
$780K +$41.1K +384 +6%
IDA
633
Intelligence Driven Advisers
California
$773K +$773K +7,262 New
BPC
634
Banque Pictet & Cie
Switzerland
$770K – – –
TF
635
Tompkins Financial
New York
$761K – – –
FFBTD
636
First Financial Bank - Trust Division
Ohio
$758K -$50.6K -475 -6%
HWA
637
Heritage Wealth Advisors
Virginia
$746K -$33.7K -317 -4%
Jane Street
638
Jane Street
New York
$744K -$213M -1,999,616 -100%
BAM
639
Belpointe Asset Management
Nevada
$744K -$457K -4,289 -38%
ATFA
640
All Terrain Financial Advisors
Minnesota
$734K +$146K +1,368 +25%
NCM
641
New Capital Management
Texas
$728K -$30.4K -286 -4%
LFG
642
LifePlan Financial Group
Ohio
$723K -$146K -1,371 -17%
SWM
643
Stockman Wealth Management
Montana
$721K -$5.97K -56 -0.8%
EWM
644
Evercore Wealth Management
New York
$718K -$268K -2,520 -27%
AIA
645
Avalon Investment & Advisory
Texas
$716K +$3.73K +35 +0.5%
NA
646
Nottingham Advisors
New York
$715K – – –
MCM
647
Maryland Capital Management
Maryland
$706K -$17.4K -163 -2%
BC
648
Brio Consultants
California
$706K +$706K +6,629 New
NFG
649
NewFocus Financial Group
Washington
$705K +$2.45K +23 +0.3%
TC
650
Trust Company
Kansas
$705K +$206K +1,930 +41%
24 25
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