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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 %
CC
726
Courier Capital
New York
$447K – – –
PNAA
727
Pictet North America Advisors
Switzerland
$447K – – –
PFP
728
Pinnacle Financial Partners
Tennessee
$444K +$55.3K +507 +14%
FWM
729
Focused Wealth Management
New York
$442K – – –
MCM
730
Monument Capital Management
Virginia
$441K -$2.62K -24 -0.6%
EW
731
Emerson Wealth
Michigan
$436K -$130K -1,188 -23%
PAM
732
Palisade Asset Management
Minnesota
$433K +$20.2K +185 +5%
FGAM
733
Financial Gravity Asset Management
Texas
$433K +$433K +4,000 New
ANBT
734
American National Bank & Trust
Texas
$431K +$65.3K +599 +18%
HCA
735
Harbour Capital Advisors
Virginia
$430K -$51.2K -470 -11%
VFA
736
Valeo Financial Advisors
Indiana
$430K -$38.2K -351 -8%
FIM
737
Fernwood Investment Management
Massachusetts
$426K – – –
GC
738
Grace Capital
Massachusetts
$422K – – –
SCA
739
Stillwater Capital Advisors
Pennsylvania
$419K – – –
AIC
740
Ameritas Investment Company
Nebraska
$419K +$419K +3,838 New
WF
741
Welch & Forbes
Massachusetts
$414K – – –
3C
742
361 Capital
Colorado
$413K -$166K -1,518 -29%
BPWA
743
Beacon Pointe Wealth Advisors
California
$413K +$37.7K +346 +10%
LHC
744
Little House Capital
Massachusetts
$409K +$121K +1,113 +42%
LC
745
LCNB Corp
Ohio
$401K -$10.9K -100 -3%
BOS
746
Bingham Osborn & Scarborough
California
$400K +$64.9K +596 +19%
Rockefeller Capital Management
747
Rockefeller Capital Management
New York
$400K +$109K +1,001 +38%
WA
748
Wealthstar Advisors
Texas
$399K +$399K +3,670 New
MHS
749
M Holdings Securities
Oregon
$392K -$27.2K -249 -6%
LNWWM
750
Laird Norton Wetherby Wealth Management
California
$390K +$8.08K +74 +2%
28 29
30
31 32