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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 %
NSIM
801
North Star Investment Management
Illinois
$290K -$2.35K -22 -0.8%
AFA
802
American Financial Advisors
Georgia
$289K +$289K +2,710 New
ClearBridge Investments
803
ClearBridge Investments
New York
$285K -$4.15K -39 -1%
Rockefeller Capital Management
804
Rockefeller Capital Management
New York
$283K -$18K -169 -6%
SFSG
805
Stearns Financial Services Group
North Carolina
$281K -$186K -1,752 -40%
NWM
806
Northwest Wealth Management
Iowa
$281K -$49K -461 -15%
LHC
807
Little House Capital
Massachusetts
$281K +$281K +2,637 New
AEPG
808
American Economic Planning Group
New Jersey
$281K +$281K +2,643 New
WI
809
Wedgewood Investors
Pennsylvania
$280K – – –
GA
810
Gateway Advisory
New Jersey
$276K +$276K +2,594 New
OC
811
Oarsman Capital
Wisconsin
$274K -$44K -413 -14%
WDL
812
Well Done LLC
Michigan
$274K +$274K +2,569 New
CC
813
Claybrook Capital
Massachusetts
$274K +$274K +2,569 New
HPWM
814
Highland Private Wealth Management
Washington
$273K -$16K -150 -6%
CCM
815
Coe Capital Management
Illinois
$272K -$62.8K -590 -19%
PGFC
816
Peapack-Gladstone Financial Corp
New Jersey
$270K – – –
Neuberger Berman Group
817
Neuberger Berman Group
New York
$270K – – –
LA
818
Leonetti & Associates
Illinois
$268K -$20.2M -189,583 -99%
GJIC
819
Gamble Jones Investment Counsel
California
$266K -$16.3K -153 -6%
SBIA
820
Sheaff Brock Investment Advisors
Indiana
$266K – – –
OPA
821
Old Port Advisors
Maine
$263K +$263K +2,473 New
FPFS
822
First Personal Financial Services
North Carolina
$262K -$27.6K -259 -10%
SNBOSD
823
Security National Bank of So Dak
Iowa
$262K +$262K +2,458 New
LA
824
LexAurum Advisors
Kansas
$262K +$262K +2,462 New
CCMG
825
Clark Capital Management Group
Pennsylvania
$260K -$15.7K -148 -6%
31 32
33
34 35