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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 %
LF
826
Lantz Financial
Illinois
$251K +$251K +2,302 New
GA
827
Gateway Advisory
New Jersey
$250K -$33.1K -303 -12%
MCM
828
Mengis Capital Management
Oregon
$250K – – –
IWM
829
IHT Wealth Management
Illinois
$248K -$587K -5,381 -70%
LRIA
830
Leonard Rickey Investment Advisors
Washington
$248K +$248K +2,274 New
FAM
831
Foothills Asset Management
Arizona
$247K -$12K -110 -5%
SGCA
832
Steel Grove Capital Advisors
Tennessee
$247K – – –
LA
833
LexAurum Advisors
Kansas
$245K -$23.3K -214 -9%
THWM
834
Taylor Hoffman Wealth Management
Virginia
$243K – – –
RFA
835
Reilly Financial Advisors
California
$243K +$983 +9 +0.4%
HFA
836
Huber Financial Advisors
Illinois
$243K +$1.2K +11 +0.5%
BHBT
837
Burke & Herbert Bank & Trust
Virginia
$241K -$9.71K -89 -4%
MAS
838
Managed Account Services
Florida
$239K +$239K +2,211 New
BJ
839
Brouwer & Janachowski
California
$238K – – –
FC
840
Ferris Capital
Massachusetts
$238K +$238K +2,186 New
AFM
841
Andesa Financial Management
Pennsylvania
$234K -$398K -3,630 -63%
OC
842
Oarsman Capital
Wisconsin
$234K -$47.1K -431 -17%
FMTC
843
Farmers & Merchants Trust Company
California
$234K +$234K +2,149 New
WDL
844
Well Done LLC
Michigan
$231K -$49.2K -451 -18%
CASB
845
Cape Ann Savings Bank
Massachusetts
$231K -$18.6K -170 -7%
OC
846
Oakworth Capital
Alabama
$231K – – –
ACP
847
Arcus Capital Partners
Georgia
$231K +$1.09K +10 +0.5%
TTWM
848
TCV Trust & Wealth Management
Virginia
$229K +$19.6K +180 +9%
JA
849
JVL Associates
Michigan
$228K +$228K +2,091 New
CFA
850
Carroll Financial Associates
North Carolina
$227K -$8.39K -77 -4%
32 33
34
35 36