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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 %
W
701
WealthOne
New York
$512K -$57.2K -524 -10%
JIP
702
Jaffetilchin Investment Partners
Florida
$512K +$3.6K +33 +0.7%
AIM
703
Axiom Investment Management
New York
$512K +$23.2K +213 +5%
AIS
704
American Investment Services
Massachusetts
$508K +$45.3K +415 +10%
CAM
705
Cidel Asset Management
Ontario, Canada
$508K +$508K +4,663 New
KCM
706
Karp Capital Management
California
$499K -$27.3K -250 -5%
BPB
707
Badgley, Phelps & Bell
Washington
$498K +$2.4K +22 +0.5%
KF
708
Krilogy Financial
Missouri
$490K -$111K -1,019 -19%
CB
709
Chemical Bank
Michigan
$488K – – –
WCM
710
Windham Capital Management
Massachusetts
$488K +$488K +4,471 New
CAM
711
Concorde Asset Management
Michigan
$487K -$136K -1,250 -22%
PCA
712
Peddock Capital Advisors
Massachusetts
$482K +$43.3K +3,978 +10%
BCA
713
Bay Colony Advisors
Massachusetts
$481K +$39.6K +363 +9%
Brown Advisory
714
Brown Advisory
Maryland
$480K +$480K +4,405 New
CAW
715
Cornerstone Advisors (Washington)
Washington
$479K +$95.6K +876 +25%
GWM
716
Greenwich Wealth Management
Connecticut
$476K -$30K -275 -6%
F
717
Filament
Washington
$476K – – –
FWM
718
Frontier Wealth Management
Missouri
$473K -$172K -1,581 -27%
SCM
719
Stellar Capital Management
Arizona
$458K -$48.9K -448 -10%
EWF
720
Epstein & White Financial
California
$457K -$69.3K -630 -13%
LFG
721
LifePlan Financial Group
Ohio
$454K -$287K -2,626 -39%
VCM
722
Vivaldi Capital Management
Illinois
$454K -$42.2K -387 -9%
TC
723
TownSquare Capital
Utah
$453K +$33.1K +303 +8%
GWS
724
Glassman Wealth Services
Virginia
$449K -$30.6K -280 -6%
GT
725
Greenleaf Trust
Michigan
$449K +$88.8K +813 +25%
27 28
29
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