AGG icon

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 %
SWM
751
Sequoia Wealth Management
Illinois
$388K +$388K +3,571 New
CAM
752
Cubic Asset Management
Massachusetts
$385K -$8.51K -78 -2%
BMCM
753
Bryn Mawr Capital Management
Pennsylvania
$384K -$20.4K -187 -5%
EAM
754
Evanson Asset Management
California
$380K +$27.5K +252 +8%
CSM
755
CAMG Solamere Management
North Carolina
$379K – – –
MFT
756
Moisand Fitzgerald Tamayo
Florida
$376K +$983 +9 +0.3%
WIA
757
Wealthstreet Investment Advisors
Texas
$372K +$20.8K +191 +6%
ATC
758
Adirondack Trust Company
New York
$364K – – –
RWA
759
River Wealth Advisors
Pennsylvania
$363K -$4.26K -39 -1%
PGAM
760
Princeton Global Asset Management
New Jersey
$362K -$31.4K -288 -8%
PCM
761
Penn Capital Management
Pennsylvania
$361K +$361K +3,312 New
GIM
762
Greenwich Investment Management
Connecticut
$360K – – –
NEIRG
763
New England Investment & Retirement Group
Massachusetts
$360K +$360K +3,297 New
DWT
764
Dorsey & Whitney Trust
South Dakota
$360K +$360K +3,298 New
SWP
765
Strategic Wealth Partners
Ohio
$355K -$1.84K -17 -0.5%
GT
766
Glenview Trust
Kentucky
$353K -$20.3K -186 -5%
BSW
767
Buckingham Strategic Wealth
Missouri
$352K -$715K -6,556 -67%
LWA
768
Lenox Wealth Advisors
New York
$352K -$13.5K -124 -4%
CA
769
Claro Advisors
Massachusetts
$352K -$12.1K -111 -3%
DC
770
Davenport & Co
Virginia
$351K -$144K -1,320 -29%
MGI
771
MayTech Global Investments
New York
$349K – – –
Invesco
772
Invesco
Georgia
$349K +$87.6K +803 +33%
AF
773
Aldebaran Financial
$347K – – –
BRM
774
Boston Research & Management
Massachusetts
$347K +$3.7K +34 +1%
CIC
775
Carnegie Investment Counsel
Ohio
$346K -$62.3K -571 -15%
29 30
31
32 33