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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 %
B
701
Bridgeworth
Alabama
$497K -$3.41K -32 -0.7%
JIP
702
Jaffetilchin Investment Partners
Florida
$497K +$64.5K +605 +15%
SCM
703
Stellar Capital Management
Arizona
$495K -$14.8K -139 -3%
GWM
704
Greenwich Wealth Management
Connecticut
$494K +$10.6K +100 +2%
AFP
705
Ausdal Financial Partners
Iowa
$492K -$104K -980 -17%
Wealth Enhancement Advisory Services
706
Wealth Enhancement Advisory Services
Minnesota
$488K +$221K +2,075 +82%
VCM
707
Vivaldi Capital Management
Illinois
$485K -$98.6K -925 -17%
UBV
708
United Bank (Virginia)
Virginia
$485K +$485K +4,550 New
DC
709
Davenport & Co
Virginia
$484K -$238K -2,237 -33%
BPB
710
Badgley, Phelps & Bell
Washington
$484K -$10.6K -100 -2%
HR
711
Hayden Royal
North Carolina
$483K +$483K +4,536 New
DA
712
Doliver Advisors
Texas
$481K +$481K +4,514 New
SFS
713
Summit Financial Strategies
Ohio
$480K +$37.2K +349 +8%
AIM
714
Axiom Investment Management
New York
$478K +$478K +4,486 New
CB
715
Chemical Bank
Michigan
$476K -$22.3K -209 -4%
FCA
716
FinTrust Capital Advisors
South Carolina
$475K +$475K +4,460 New
PG
717
Patten Group
Tennessee
$474K +$40.8K +383 +9%
HCA
718
Harbour Capital Advisors
Virginia
$470K +$470K +4,417 New
GWS
719
Glassman Wealth Services
Virginia
$468K +$445K +4,173 +1,897%
F
720
Filament
Washington
$465K – – –
UFF
721
USA Financial Formulas
Michigan
$459K +$459K +4,350 New
VFA
722
Valeo Financial Advisors
Indiana
$458K +$246K +2,310 +116%
AIM
723
Astor Investment Management
Illinois
$455K -$1.05M -9,850 -70%
Koshinski Asset Management
724
Koshinski Asset Management
Illinois
$452K -$32K -300 -7%
AIS
725
American Investment Services
Massachusetts
$452K +$452K +4,242 New
27 28
29
30 31