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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 %
AIA
651
Avalon Investment & Advisory
Texas
$732K -$872 -8 -0.1%
TC
652
Trust Company
Kansas
$722K -$109 -1 -0%
AIC
653
Archer Investment Corporation
Indiana
$710K +$349K +3,200 +97%
EWM
654
Evercore Wealth Management
New York
$703K -$32K -293 -4%
MCM
655
Maryland Capital Management
Maryland
$697K -$26.2K -240 -4%
Lido Advisors
656
Lido Advisors
California
$690K +$690K +6,335 New
JCM
657
Janney Capital Management
Pennsylvania
$689K -$347K -3,182 -34%
CIA
658
Capital Investment Advisors
Georgia
$682K -$452K -4,142 -40%
CMBA
659
C.M. Bidwell & Associates
Hawaii
$670K +$3.82K +35 +0.6%
CWM
660
Cornerstone Wealth Management
Missouri
$664K +$293K +3,799 +79%
SDWMA
661
Schneider Downs Wealth Management Advisors
Pennsylvania
$663K -$35.3K -324 -5%
GIP
662
Greatmark Investment Partners
Georgia
$655K – – –
NCM
663
New Capital Management
Texas
$653K -$92.7K -850 -12%
MAU
664
MRA Associates USA
Arizona
$652K -$14K -128 -2%
LNB
665
Ledyard National Bank
$651K -$2.18K -20 -0.3%
FHA
666
Flagship Harbor Advisors
Massachusetts
$650K +$10.9K +100 +2%
WPA
667
West Paces Advisors
Georgia
$644K -$1.64K -15 -0.3%
SP
668
Successful Portfolios
Florida
$641K -$42.2K -387 -6%
SCG
669
Sonata Capital Group
Washington
$635K – – –
ADL
670
Asset Dedication LLC
California
$632K -$1.38M -12,633 -69%
SBA
671
Secrest Blakey & Associates
North Carolina
$618K -$1.27M -11,606 -67%
EWM
672
Empirical Wealth Management
Washington
$616K -$186K -1,708 -23%
TNB
673
Thomasville National Bank
Georgia
$616K -$15.9K -146 -3%
AWA
674
ARS Wealth Advisors
Florida
$614K -$30.5K -280 -5%
PB
675
Pinnacle Bancorp
Nebraska
$610K +$19.5K +179 +3%
25 26
27
28 29