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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 %
DWM
726
Dakota Wealth Management
Florida
$440K -$31K -294 -7%
CC
727
Courier Capital
New York
$437K -$32K -300 -7%
PNAA
728
Pictet North America Advisors
Switzerland
$437K – – –
CFD
729
Creative Financial Designs
Indiana
$435K -$108K -1,014 -20%
MCM
730
Monument Capital Management
Virginia
$433K +$44.1K +414 +11%
FEG
731
Fund Evaluation Group
Ohio
$432K +$125K +1,169 +41%
BCA
732
Bay Colony Advisors
Massachusetts
$431K -$35.8K -336 -8%
FWM
733
Focused Wealth Management
New York
$431K +$22.7K +213 +6%
FIM
734
Fernwood Investment Management
Massachusetts
$416K -$11.6K -109 -3%
TC
735
TownSquare Capital
Utah
$412K +$412K +3,846 New
GC
736
Grace Capital
Massachusetts
$412K +$412K +3,870 New
MHS
737
M Holdings Securities
Oregon
$409K -$108K -1,013 -21%
SCA
738
Stillwater Capital Advisors
Pennsylvania
$409K – – –
WF
739
Welch & Forbes
Massachusetts
$405K +$6.93K +65 +2%
SWP
740
Strategic Wealth Partners
Ohio
$403K -$69.2K -565 -15%
PAM
741
Palisade Asset Management
Minnesota
$403K +$20.1K +189 +5%
WS
742
Wela Strategies
Georgia
$403K +$403K +3,785 New
LC
743
LCNB Corp
Ohio
$402K +$16.9K +159 +4%
CIC
744
Carnegie Investment Counsel
Ohio
$398K +$51.4K +483 +15%
BMCM
745
Bryn Mawr Capital Management
Pennsylvania
$395K -$266K -2,495 -40%
WA
746
WealthTrust-Arizona
Arizona
$394K -$73.3K -688 -16%
FNT
747
First National Trust
Pennsylvania
$394K +$95K +892 +32%
CAM
748
Cubic Asset Management
Massachusetts
$384K -$17.1K -161 -4%
VF
749
Virtu Financial
New York
$384K +$384K +3,607 New
PGAM
750
Princeton Global Asset Management
New Jersey
$384K +$384K +3,610 New
28 29
30
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