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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 %
MI
776
Moneywise Inc
Virginia
$348K +$851 +8 +0.2%
EAM
777
Evanson Asset Management
California
$344K -$54.8K -515 -14%
WIA
778
Wealthstreet Investment Advisors
Texas
$343K +$5.75K +54 +2%
MGI
779
MayTech Global Investments
New York
$341K +$213K +2,000 +167%
AF
780
Aldebaran Financial
$338K – – –
FA
781
Freestate Advisors
Kansas
$335K +$335K +3,150 New
BRM
782
Boston Research & Management
Massachusetts
$335K +$335K +3,155 New
WF
783
WoodTrust Financial
Wisconsin
$330K +$330K +3,102 New
FF
784
Friedenthal Financial
New Jersey
$329K – – –
BOS
785
Bingham Osborn & Scarborough
California
$328K +$107 +1 +0%
OIA
786
OneDigital Investment Advisors
Kansas
$328K +$246K +2,310 +301%
SFM
787
Signature Financial Management
Virginia
$317K -$831K -7,848 -72%
COI
788
Capital One Investing
Virginia
$317K +$317K +2,973 New
WAAG
789
Wealth Alliance Advisory Group
Kansas
$315K -$13.2M -123,873 -98%
CBB
790
Citizens Business Bank
California
$314K +$314K +2,947 New
AF
791
Apexium Financial
Texas
$313K +$313K +2,940 New
WPC
792
Waters Parkerson & Co
Louisiana
$311K -$2.66K -25 -0.8%
BWL
793
Bogart Wealth LLC
Virginia
$310K – – –
VWM
794
Venturi Wealth Management
Texas
$310K +$310K +2,900 New
UBG
795
United Bank (Georgia)
Georgia
$306K -$11.2K -105 -4%
OBWP
796
O'Brien Wealth Partners
Massachusetts
$304K +$304K +2,854 New
SP
797
Symmetry Partners
Connecticut
$303K -$23.1K -217 -7%
LIM
798
Leavell Investment Management
Alabama
$301K -$42.7K -400 -12%
GVAG
799
Great Valley Advisor Group
Delaware
$301K +$301K +1,810 New
RWM
800
Reston Wealth Management
Virginia
$291K +$291K +2,730 New
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