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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 %
SB
776
Simmons Bank
Arkansas
$342K +$342K +3,140 New
HS
777
Horan Securities
United States
$339K -$19.1K -175 -5%
ClearBridge Investments
778
ClearBridge Investments
New York
$338K +$45.9K +421 +16%
RIA
779
Realta Investment Advisors
Delaware
$337K +$337K +3,085 New
PCG
780
Private Capital Group
Connecticut
$334K -$267K -2,448 -44%
CFD
781
Creative Financial Designs
Indiana
$334K -$111K -1,018 -25%
FCBT
782
First Citizens Bank & Trust
North Carolina
$333K -$53.6K -492 -14%
Susquehanna International Group
783
Susquehanna International Group
Pennsylvania
$332K +$332K +3,041 New
CFS
784
CRA Financial Services
New Jersey
$330K -$625K -5,728 -65%
UBG
785
United Bank (Georgia)
Georgia
$330K +$17.2K +158 +6%
ODG
786
O'Dell Group
Ohio
$320K +$320K +2,932 New
AIA
787
Arbor Investment Advisors
North Carolina
$319K -$637K -5,834 -67%
WPC
788
Waters Parkerson & Co
Louisiana
$319K – – –
BWL
789
Bogart Wealth LLC
Virginia
$317K – – –
LIM
790
Leavell Investment Management
Alabama
$317K +$9.16K +84 +3%
OBWP
791
O'Brien Wealth Partners
Massachusetts
$311K – – –
RWM
792
Reston Wealth Management
Virginia
$311K +$15.4K +142 +5%
HPWM
793
Highland Private Wealth Management
Washington
$304K +$24.8K +228 +9%
SAM
794
Shamrock Asset Management
Texas
$302K +$302K +2,767 New
WAM
795
Weatherly Asset Management
California
$298K +$83.9K +770 +39%
NSIM
796
North Star Investment Management
Illinois
$297K +$436 +4 +0.1%
AFA
797
American Financial Advisors
Georgia
$296K +$545 +5 +0.2%
CFIA
798
Cantor Fitzgerald Investment Advisors
New York
$295K -$53.4M -490,174 -99%
TI
799
Truepoint Inc
Ohio
$293K +$293K +2,684 New
CCMG
800
Clark Capital Management Group
Pennsylvania
$289K +$21.9K +201 +8%
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