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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 %
PWM
626
Paulson Wealth Management
Illinois
$828K -$56K -513 -6%
HWA
627
Heritage Wealth Advisors
Virginia
$827K +$62.8K +576 +8%
AQA
628
Alpha Quant Advisors
Texas
$821K – – –
LA
629
Lau Associates
Delaware
$818K +$818K +7,500 New
SCM
630
Stordahl Capital Management
Colorado
$805K -$2.27K -21 -0.3%
Kayne Anderson Rudnick Investment Management
631
Kayne Anderson Rudnick Investment Management
California
$802K -$610K -5,603 -43%
RIM
632
Rampart Investment Management
Connecticut
$800K -$372K -3,409 -32%
ATC
633
Argent Trust Co
Tennessee
$800K -$52.4K -480 -6%
BWP
634
Bernardo Wealth Planning
Pennsylvania
$790K -$29.8K -273 -4%
Fiera Capital (Canada)
635
Fiera Capital (Canada)
Quebec, Canada
$790K -$25K -229 -3%
BPC
636
Banque Pictet & Cie
Switzerland
$789K – – –
RWM
637
RKL Wealth Management
Pennsylvania
$784K +$113K +1,039 +17%
TCB
638
Texas Capital Bancshares
Texas
$773K -$51.5K -472 -6%
TRCT
639
Tower Research Capital (TRC)
New York
$773K +$594K +5,447 +332%
FFBTD
640
First Financial Bank - Trust Division
Ohio
$771K -$4.91K -45 -0.6%
PWPS
641
Pinnacle Wealth Planning Services
Ohio
$770K -$704K -6,451 -48%
MOS
642
MGO One Seven
Ohio
$765K +$163K +1,496 +27%
PV
643
Private Vista
Illinois
$763K -$705K -6,464 -48%
NA
644
Nottingham Advisors
New York
$763K +$23.4K +214 +3%
SWM
645
Stockman Wealth Management
Montana
$762K +$23.5K +215 +3%
AWMG
646
Alliance Wealth Management Group
New Jersey
$762K +$108K +990 +17%
NFG
647
NewFocus Financial Group
Washington
$757K +$35.4K +325 +5%
GPA
648
Garrison Point Advisors
California
$748K +$140K +1,285 +23%
TFGT
649
TS Financial Group (TSFG)
Illinois
$748K +$748K +6,861 New
EIP
650
Ellis Investment Partners
Pennsylvania
$745K +$167K +1,542 +29%
24 25
26
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