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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 %
SDWMA
651
Schneider Downs Wealth Management Advisors
Pennsylvania
$682K +$639 +6 +0.1%
CDIA
652
Capital Directions Investment Advisors
Georgia
$680K +$73K +685 +12%
SP
653
Successful Portfolios
Florida
$667K -$152K -1,424 -19%
LPT
654
Legacy Private Trust
Wisconsin
$662K +$662K +6,212 New
RWM
655
RKL Wealth Management
Pennsylvania
$658K +$176K +1,646 +37%
CMBA
656
C.M. Bidwell & Associates
Hawaii
$651K -$141K -1,320 -18%
MAU
657
MRA Associates USA
Arizona
$650K +$650K +6,104 New
SCM
658
Shelton Capital Management
Colorado
$643K -$86.9K -817 -12%
GIP
659
Greatmark Investment Partners
Georgia
$639K – – –
AWMG
660
Alliance Wealth Management Group
New Jersey
$639K +$639K +5,997 New
LNB
661
Ledyard National Bank
$637K +$192K +1,806 +43%
FWM
662
Frontier Wealth Management
Missouri
$631K +$117K +1,102 +23%
AWA
663
ARS Wealth Advisors
Florida
$630K -$10.6M -99,895 -94%
WPA
664
West Paces Advisors
Georgia
$630K – – –
FHA
665
Flagship Harbor Advisors
Massachusetts
$624K -$628K -5,897 -50%
SCG
666
Sonata Capital Group
Washington
$620K – – –
TNB
667
Thomasville National Bank
Georgia
$617K -$55.1K -517 -8%
AFM
668
Andesa Financial Management
Pennsylvania
$613K +$111K +1,041 +22%
CAM
669
Concorde Asset Management
Michigan
$609K +$1.92K +18 +0.3%
DAM
670
Delta Asset Management
Tennessee
$599K – – –
GPA
671
Garrison Point Advisors
California
$594K +$594K +5,577 New
HTC
672
Haverford Trust Company
Pennsylvania
$592K – – –
ACM
673
Advisors Capital Management
New Jersey
$592K +$592K +5,559 New
PAIM
674
Punch & Associates Investment Management
Minnesota
$589K +$148K +1,390 +34%
PCG
675
Private Capital Group
Connecticut
$587K +$263K +2,474 +81%
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