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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 %
ACP
851
Arcus Capital Partners
Georgia
$224K +$1.91K +18 +0.9%
AFC
852
AFT Forsyth & Company
Florida
$221K -$2.13K -20 -1%
EFS
853
Essex Financial Services
Connecticut
$218K -$1.26M -11,853 -85%
S
854
SignatureFD
Georgia
$218K +$62.8K +589 +40%
WAM
855
Weatherly Asset Management
California
$209K – – –
PAG
856
Private Advisory Group
Washington
$208K -$8.85K -83 -4%
IIA
857
IPG Investment Advisors
California
$205K +$205K +1,924 New
TTWM
858
TCV Trust & Wealth Management
Virginia
$204K – – –
FVWA
859
Foster Victor Wealth Advisors
South Carolina
$203K +$203K +1,909 New
CQS
860
Credential Qtrade Securities
$201K -$198K -1,858 -50%
FLI
861
Family Legacy Inc
South Carolina
$192K -$958 -9 -0.5%
TFO
862
Tarbox Family Office
California
$187K – – –
CIAS
863
Capital Investment Advisory Services
North Carolina
$187K +$187K +1,758 New
SCM
864
Silvant Capital Management
Georgia
$186K – – –
AIM
865
Arcadia Investment Management
Michigan
$181K -$18.6K -175 -9%
WAM
866
Wealthspire Advisors (Maryland)
Maryland
$179K – – –
TRCT
867
Tower Research Capital (TRC)
New York
$175K -$1.61M -15,037 -90%
FGC
868
Financial Gravity Companies
Texas
$169K +$169K +1,578 New
IWP
869
Icon Wealth Partners
Texas
$164K +$14.8K +139 +10%
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$157K +$1.6K +15 +1%
TFA
871
Toth Financial Advisory
Virginia
$155K -$97.8K -919 -39%
1IA
872
1834 Investment Advisors
Wisconsin
$155K -$15.5K -145 -9%
LWA
873
Lowe Wealth Advisors
Maryland
$153K -$8K -75 -5%
GEA
874
Glen Eagle Advisors
New Jersey
$151K -$10.4K -98 -6%
CB
875
CNB Bank
Pennsylvania
$143K – – –
33 34
35
36 37