AGG icon

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 %
MOS
676
MGO One Seven
Ohio
$587K +$587K +5,521 New
KF
677
Krilogy Financial
Missouri
$586K +$102K +963 +21%
PB
678
Pinnacle Bancorp
Nebraska
$577K +$577K +5,417 New
WPC
679
White Pine Capital
Minnesota
$572K -$31.7K -298 -5%
EIP
680
Ellis Investment Partners
Pennsylvania
$569K +$569K +5,345 New
SIA
681
Starfire Investment Advisers
Michigan
$567K -$34.5K -324 -6%
3C
682
361 Capital
Colorado
$565K +$565K +5,301 New
TA
683
Townsend & Associates
Colorado
$558K -$112K -1,051 -17%
FA
684
Fagan Associates
New York
$557K +$1.6K +15 +0.3%
W
685
WealthOne
New York
$555K +$555K +5,215 New
EW
686
Emerson Wealth
Michigan
$552K +$552K +5,185 New
SC
687
Slow Capital
California
$549K -$72.7K -682 -12%
CAN
688
Claraphi Advisory Network
United States
$548K -$121K -1,138 -18%
KIA
689
KCM Investment Advisors
California
$530K – – –
ONB
690
Old National Bancorp
Indiana
$526K -$591K -5,553 -53%
CWM
691
Cranbrook Wealth Management
Michigan
$525K -$55.3K -519 -10%
MWC
692
MKD Wealth Coaches
Michigan
$523K +$523K +4,911 New
BCM
693
Brookmont Capital Management
Texas
$516K -$2.98K -28 -0.6%
CWM
694
Cornerstone Wealth Management
Missouri
$513K -$55.2M -517,608 -99%
SFG
695
StrategIQ Financial Group
Indiana
$513K -$19.3K -181 -4%
KCM
696
Karp Capital Management
California
$513K +$19.2K +180 +4%
EWF
697
Epstein & White Financial
California
$509K -$72.4K -681 -12%
AFIA
698
America First Investment Advisors
Nebraska
$504K – – –
CAM
699
Cidel Asset Management
Ontario, Canada
$497K -$555K -5,263 Closed
MWM
700
Merriman Wealth Management
Washington
$497K -$140K -1,311 -22%
26 27
28
29 30