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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 %
RI
826
Ridgewood Investments
New Jersey
$259K – – –
BFG
827
Beacon Financial Group
Texas
$256K – – –
Invesco
828
Invesco
Georgia
$255K +$255K +2,398 New
DI
829
DFPG Investments
Utah
$254K +$254K +2,383 New
FAM
830
Foothills Asset Management
Arizona
$253K -$183K -1,720 -42%
DCM
831
Dimension Capital Management
Florida
$251K -$1.9M -17,798 -88%
MFW
832
Mosaic Family Wealth
Missouri
$250K +$250K +2,350 New
CPA
833
Clear Perspective Advisors
Illinois
$246K -$119K -1,115 -33%
BHBT
834
Burke & Herbert Bank & Trust
Virginia
$245K -$15.5K -145 -6%
CASB
835
Cape Ann Savings Bank
Massachusetts
$245K +$245K +2,285 New
MCM
836
Mengis Capital Management
Oregon
$244K – – –
JF
837
JSF Financial
California
$244K +$244K +2,294 New
NGA
838
Naples Global Advisors
Florida
$242K -$23K -217 -9%
SGCA
839
Steel Grove Capital Advisors
Tennessee
$241K +$241K +2,262 New
THWM
840
Taylor Hoffman Wealth Management
Virginia
$237K – – –
BRWM
841
B. Riley Wealth Management
Tennessee
$237K +$25K +235 +12%
RFA
842
Reilly Financial Advisors
California
$236K -$58.9K -553 -20%
HFA
843
Huber Financial Advisors
Illinois
$236K -$10.3K -97 -4%
ACM
844
Allred Capital Management
Texas
$234K +$234K +2,200 New
WCM
845
Weatherstone Capital Management
Colorado
$234K +$234K +2,217 New
BJ
846
Brouwer & Janachowski
California
$232K -$558K -5,250 -71%
CFA
847
Carroll Financial Associates
North Carolina
$230K -$52.5K -493 -19%
WCG
848
Wall Capital Group
Arizona
$227K -$1.71M -16,037 -88%
NB
849
NBT Bank
New York
$227K – – –
OC
850
Oakworth Capital
Alabama
$226K +$184K +1,727 +439%
32 33
34
35 36