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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 %
AEPG
801
American Economic Planning Group
New Jersey
$288K – – –
MI
802
Moneywise Inc
Virginia
$287K -$63.6K -593 -18%
WI
803
Wedgewood Investors
Pennsylvania
$287K – – –
Neuberger Berman Group
804
Neuberger Berman Group
New York
$287K +$9.61K +88 +3%
WGCA
805
Wolf Group Capital Advisors
Virginia
$285K -$90.8K -833 -24%
SAM
806
Selway Asset Management
$285K +$285K +2,612 New
OPA
807
Old Port Advisors
Maine
$283K +$13.5K +124 +5%
CCM
808
Coe Capital Management
Illinois
$279K – – –
PGFC
809
Peapack-Gladstone Financial Corp
New Jersey
$277K – – –
SBIA
810
Sheaff Brock Investment Advisors
Indiana
$273K – – –
GJIC
811
Gamble Jones Investment Counsel
California
$273K +$654 +6 +0.2%
DLHL
812
Donald L. Hagan LLC
Florida
$271K -$3.95M -36,183 -94%
RI
813
Ridgewood Investments
New Jersey
$268K – – –
FF
814
Friedenthal Financial
New Jersey
$264K -$73.4K -672 -22%
FPFS
815
First Personal Financial Services
North Carolina
$264K -$4.7K -43 -2%
FNT
816
First National Trust
Pennsylvania
$260K -$144K -1,319 -36%
HIM
817
Hanlon Investment Management
New Jersey
$259K +$259K +2,373 New
NWM
818
Northwest Wealth Management
Iowa
$258K -$29.7K -273 -10%
DCM
819
Dimension Capital Management
Florida
$258K +$873 +8 +0.3%
NGA
820
Naples Global Advisors
Florida
$257K +$8.4K +77 +3%
DI
821
DFPG Investments
Utah
$256K -$2.06K -19 -0.8%
RCP
822
Rothschild Capital Partners
New York
$256K +$256K +2,350 New
SFSG
823
Stearns Financial Services Group
North Carolina
$253K -$34.5K -317 -12%
CPA
824
Clear Perspective Advisors
Illinois
$252K – – –
NDSI
825
Newman Dignan & Sheerar Inc
Rhode Island
$252K +$109 +1 +0%
31 32
33
34 35