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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 %
AOWM
876
Alpha Omega Wealth Management
Virginia
$140K – – –
DOA
877
D'Orazio & Associates
Virginia
$139K +$139K +1,309 New
SFC
878
SYM Financial Corp
Indiana
$130K -$605K -5,675 -82%
SWM
879
SeaCrest Wealth Management
New York
$130K -$4.57K -43 -3%
LFA
880
Legacy Financial Advisors
Kentucky
$130K – – –
PGWM
881
Parisi Gray Wealth Management
New Jersey
$124K -$23.1K -217 -16%
NL
882
NVWM LLC
Pennsylvania
$120K -$1.7K -16 -1%
SFA
883
Semmax Financial Advisors
North Carolina
$119K +$119K +1,114 New
CA
884
Crewe Advisors
Utah
$116K – – –
FNC
885
First National Corp
Massachusetts
$116K +$116K +1,085 New
DSC
886
Duncker Streett & Co
Missouri
$114K – – –
APW
887
Acima Private Wealth
Virginia
$107K +$107K +1,003 New
State of Tennessee, Department of Treasury
888
State of Tennessee, Department of Treasury
Tennessee
$106K +$106K +1,000 New
FCMT
889
Founders Capital Management (Texas)
Texas
$101K -$5.54K -52 -5%
CAC
890
Certified Advisory Corp
Florida
$97K +$3.08K +29 +3%
Loomis, Sayles & Company
891
Loomis, Sayles & Company
Massachusetts
$97K +$97K +910 New
CHC
892
City Holding Co
West Virginia
$96K -$22.4K -210 -19%
AIL
893
AGF Investments LLC
Ontario, Canada
$96K +$48.1K +451 +100%
TIM
894
Tortoise Investment Management
New York
$90K -$156K -1,470 -63%
WC
895
Westwind Capital
New Mexico
$90K +$530 +5 +0.6%
SSB
896
Sandy Spring Bank
Maryland
$87K -$184K -1,716 -68%
CCM
897
Covington Capital Management
California
$85K – – –
FANJ
898
Financial Architects (New Jersey)
New Jersey
$81K -$15.2K -144 -16%
AWA
899
Artemis Wealth Advisors
New York
$76.7K – – –
BAM
900
Bruderman Asset Management
New York
$76K +$16.5K +155 +28%
34 35
36
37 38