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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
$941M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$521M
4
Franklin Resources
Franklin Resources
California
$289M
5
RJA
Raymond James & Associates
Florida
$2.61B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
TF
TIAA FSB
Florida
$123M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.07B
4
IG
ING Group
Netherlands
$0
5
HSBC Holdings
HSBC Holdings
United Kingdom
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Suntrust Banks
Georgia
$102M -$2.03M -18,638 -2%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$100M +$43M +394,230 +75%
LMIM
53
Lockheed Martin Investment Management
Maryland
$93.8M -$7.44M -68,200 -7%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$93.4M +$42.3M +366,527 +83%
EA
55
Efficient Advisors
Ohio
$92.6M -$206K -1,886 -0.2%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$91.6M -$11M -100,648 -11%
MIM
57
MetLife Investment Management
New Jersey
$88.8M -$5.43K -50 -0%
SWM
58
SigFig Wealth Management
California
$85.9M +$9.52M +87,276 +12%
SBL
59
Sargent Bickham Lagudis
Colorado
$83.7M -$1.02M -9,326 -1%
PPA
60
Parametric Portfolio Associates
Washington
$82.4M +$720K +6,601 +0.9%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$81.4M +$2.1M +19,257 +3%
CWM
62
Cahaba Wealth Management
Georgia
$79.3M +$2.19M +20,084 +3%
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$77.8M -$774K -7,098 -1%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$77.3M +$18.1M +166,349 +31%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$75.3M – – –
CHP
66
Cable Hill Partners
Oregon
$72.3M +$12.9M +118,044 +22%
AIP
67
Ameritas Investment Partners
Nebraska
$69.3M +$68.1M +623,925 +5,392%
Mariner
68
Mariner
Kansas
$68.3M +$24.3M +222,725 +55%
CWM
69
Campbell Wealth Management
Virginia
$68.2M +$5.41M +49,585 +9%
Citigroup
70
Citigroup
New York
$67.4M +$135K +1,241 +0.2%
CTB
71
Country Trust Bank
Illinois
$66.2M +$1.57M +14,378 +2%
FA
72
FDx Advisors
Illinois
$65.4M +$10.3M +94,109 +19%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$64.7M +$64.7M +593,638 New
MBT
74
Monroe Bank & Trust
Michigan
$61.8M +$41M +376,204 +198%
ZIM
75
Zacks Investment Management
Illinois
$61.2M +$10.4M +95,563 +21%
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