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
$3.46B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.11B
3
CB
Commerce Bank
Missouri
$199M
4
Goldman Sachs
Goldman Sachs
New York
$356M
5
Ameriprise
Ameriprise
Minnesota
$1.37B

Top Sellers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$108M
3
Wells Fargo
Wells Fargo
California
$3.85B
4
MFRM
Milliman Financial Risk Management
Illinois
$1.48B
5
PPA
Parametric Portfolio Associates
Washington
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
51
Efficient Advisors
Ohio
$90.6M -$3.92M -36,799 -4%
MIM
52
MetLife Investment Management
New Jersey
$86.7M -$12.2M -114,725 -12%
SBL
53
Sargent Bickham Lagudis
Colorado
$82.7M +$1.25M +11,784 +2%
PPA
54
Parametric Portfolio Associates
Washington
$79.7M -$223M -2,092,127 -74%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$77.4M -$5.38M -50,484 -6%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$76.7M +$7.51M +70,540 +11%
MFM
57
MD Financial Management
Ontario, Canada
$76.1M -$3.49M -32,820 -4%
HHGA
58
Halbert Hargrove Global Advisors
California
$75.7M -$799K -7,499 -1%
CWM
59
Cahaba Wealth Management
Georgia
$75.3M +$2.67M +25,096 +4%
SWM
60
SigFig Wealth Management
California
$74.4M +$6.42M +60,451 +9%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$73.5M +$1.37M +12,908 +2%
Stifel Financial
62
Stifel Financial
Missouri
$73.2M -$5.44M -51,049 -7%
SAMC
63
Spectrum Asset Management (Connecticut)
Connecticut
$71.6M +$70.8M +665,151 +9,732%
CS
64
Credit Suisse
Switzerland
$66.7M +$64.6M +606,473 +3,112%
Citigroup
65
Citigroup
New York
$65.6M +$1.97M +18,479 +3%
CTB
66
Country Trust Bank
Illinois
$63.1M +$3.75M +35,213 +6%
CWM
67
Campbell Wealth Management
Virginia
$61.3M +$61.3M +575,642 New
CHP
68
Cable Hill Partners
Oregon
$58.1M -$5.8M -54,454 -9%
Bessemer Group
69
Bessemer Group
New Jersey
$58M +$57.7M +541,529 +17,224%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$57.8M -$5.68M -53,371 -9%
TCM
71
Twele Capital Management
Minnesota
$57.7M -$783K -7,350 -1%
BTS
72
BB&T Securities
Virginia
$56.3M -$4.26M -40,003 -7%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$55.6M +$17.6M +165,010 +46%
BC
74
Brinker Capital
Pennsylvania
$55.2M -$4.5M -42,282 -8%
APP
75
Avantax Planning Partners
Iowa
$54.7M +$54.5M +511,511 +25,978%
1 2
3
4 5