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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 %
TA
676
Townsend & Associates
Colorado
$602K +$31.3K +287 +5%
IP
677
Intellectus Partners
California
$600K +$600K +5,500 New
AFP
678
Ausdal Financial Partners
Iowa
$592K +$87.9K +806 +17%
WPC
679
White Pine Capital
Minnesota
$586K – – –
SIA
680
Starfire Investment Advisers
Michigan
$581K +$327 +3 +0.1%
DAM
681
Delta Asset Management
Tennessee
$580K -$33.8K -310 -6%
GTAM
682
Global Trust Asset Management
Florida
$580K +$562K +5,158 +3,145%
FA
683
Fagan Associates
New York
$565K -$5.34K -49 -0.9%
SAMC
684
Spectrum Asset Management (Connecticut)
Connecticut
$558K -$72.8M -666,873 -99%
ONB
685
Old National Bancorp
Indiana
$558K +$18.4K +169 +3%
S
686
SignatureFD
Georgia
$556K +$333K +3,056 +149%
AFIA
687
America First Investment Advisors
Nebraska
$554K +$38.4K +352 +7%
SFS
688
Summit Financial Strategies
Ohio
$546K +$54.4K +499 +11%
SSG
689
Summit Securities Group
New York
$545K -$5.04M -46,266 -90%
KIA
690
KCM Investment Advisors
California
$543K – – –
SEI Investments
691
SEI Investments
Pennsylvania
$541K -$300K -2,757 -36%
CAN
692
Claraphi Advisory Network
United States
$541K -$20.3K -186 -4%
DWM
693
Doyle Wealth Management
Florida
$537K +$178K +1,634 +49%
SFG
694
StrategIQ Financial Group
Indiana
$533K +$8.83K +81 +2%
PG
695
Patten Group
Tennessee
$531K +$45.5K +417 +9%
BCM
696
Brookmont Capital Management
Texas
$526K -$2.4K -22 -0.5%
LJAC
697
L.J. Altfest & Co
New York
$519K +$161K +1,472 +45%
CDIA
698
Capital Directions Investment Advisors
Georgia
$514K -$182K -1,667 -26%
NCM
699
Northwest Capital Management
Oregon
$514K +$514K +4,710 New
CWM
700
Cranbrook Wealth Management
Michigan
$513K -$24.5K -225 -5%
26 27
28
29 30