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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 %
AFC
851
AFT Forsyth & Company
Florida
$227K – – –
B
852
Bridgeworth
Alabama
$226K -$283K -2,597 -56%
Wolverine Trading
853
Wolverine Trading
Illinois
$226K +$226K +2,070 New
WI
854
Wintrust Investments
Illinois
$222K +$222K +2,031 New
BW
855
Bison Wealth
Georgia
$218K +$218K +1,998 New
NB
856
NBT Bank
New York
$213K -$19.1K -175 -8%
HPC
857
Hobart Private Capital
North Carolina
$211K +$211K +1,938 New
PAG
858
Private Advisory Group
Washington
$208K – – –
WAM
859
Wealthspire Advisors (Maryland)
Maryland
$208K +$24.6K +225 +13%
CQS
860
Credential Qtrade Securities
$206K – – –
PWAG
861
Polaris Wealth Advisory Group
California
$203K +$203K +1,870 New
UFF
862
USA Financial Formulas
Michigan
$192K -$283K -2,592 -60%
SCM
863
Silvant Capital Management
Georgia
$191K – – –
GEA
864
Glen Eagle Advisors
New Jersey
$189K +$33.9K +311 +22%
CHC
865
City Holding Co
West Virginia
$187K +$88.5K +810 +90%
NFG
866
Next Financial Group
Texas
$186K -$2.63M -24,109 -93%
NFH
867
NEXT Financial Holdings
Texas
$186K +$186K +1,704 New
BCP
868
Blue Chip Partners
Michigan
$179K -$33.5M -307,520 -99%
PFO
869
Pathstone Family Office
New Jersey
$175K +$175K +1,616 New
QCIG
870
Quad-Cities Investment Group
Iowa
$168K +$108K +991 +179%
IWP
871
Icon Wealth Partners
Texas
$167K -$109 -1 -0.1%
SFC
872
SYM Financial Corp
Indiana
$165K +$31.7K +290 +24%
CIAS
873
Capital Investment Advisory Services
North Carolina
$158K -$33.8K -310 -18%
SIM
874
Sonora Investment Management
Arizona
$157K +$157K +1,435 New
SQA
875
Simon Quick Advisors
New Jersey
$155K +$155K +1,418 New
33 34
35
36 37