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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 %
CHA
751
Cedar Hill Associates
Illinois
$381K -$75.1K -706 -16%
PFP
752
Pinnacle Financial Partners
Tennessee
$380K – – –
WA
753
Wambolt & Associates
Colorado
$379K +$379K +3,555 New
FWIA
754
Fort Washington Investment Advisors
Ohio
$378K -$3.39M -31,801 -90%
FCBT
755
First Citizens Bank & Trust
North Carolina
$378K -$227K -2,130 -38%
FPCP
756
Fort Point Capital Partners
California
$375K -$7.78K -73 -2%
CAW
757
Cornerstone Advisors (Washington)
Washington
$374K -$4.58K -43 -1%
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$373K – – –
CSM
759
CAMG Solamere Management
North Carolina
$372K +$4.59K +43 +1%
BPWA
760
Beacon Pointe Wealth Advisors
California
$368K +$368K +3,440 New
WGCA
761
Wolf Group Capital Advisors
Virginia
$367K +$367K +3,449 New
MFT
762
Moisand Fitzgerald Tamayo
Florida
$366K +$2.45K +23 +0.7%
GT
763
Glenview Trust
Kentucky
$365K +$91.5K +859 +33%
RWA
764
River Wealth Advisors
Pennsylvania
$358K +$81.3K +764 +29%
FIA
765
Foundations Investment Advisors
Arizona
$357K -$4.34M -40,502 -92%
LWA
766
Lenox Wealth Advisors
New York
$357K -$77.6K -728 -18%
ATC
767
Adirondack Trust Company
New York
$357K – – –
ANBT
768
American National Bank & Trust
Texas
$357K +$357K +3,353 New
DWM
769
Doyle Wealth Management
Florida
$352K -$379K -3,560 -52%
AIC
770
Archer Investment Corporation
Indiana
$352K +$352K +3,310 New
CA
771
Claro Advisors
Massachusetts
$352K +$352K +3,339 New
GIM
772
Greenwich Investment Management
Connecticut
$351K – – –
GT
773
Greenleaf Trust
Michigan
$351K – – –
HS
774
Horan Securities
United States
$350K -$2.55M -23,933 -88%
LJAC
775
L.J. Altfest & Co
New York
$350K -$172K -1,613 -33%
29 30
31
32 33