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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 %
1IA
876
1834 Investment Advisors
Wisconsin
$154K -$3.81K -35 -2%
LWA
877
Lowe Wealth Advisors
Maryland
$154K -$2.18K -20 -1%
AOWM
878
Alpha Omega Wealth Management
Virginia
$152K +$8.19K +75 +6%
GWA
879
Guidant Wealth Advisors
Illinois
$149K +$104K +955 +235%
SIS
880
Sound Income Strategies
Florida
$141K +$134K +1,226 +1,946%
DOA
881
D'Orazio & Associates
Virginia
$135K -$7.86K -72 -6%
SWM
882
SeaCrest Wealth Management
New York
$134K +$219 +2 +0.2%
LFA
883
Legacy Financial Advisors
Kentucky
$133K – – –
SFA
884
Semmax Financial Advisors
North Carolina
$131K +$9.59K +88 +8%
AIM
885
Advantage Investment Management
Iowa
$127K -$1.96M -18,026 -94%
PGWM
886
Parisi Gray Wealth Management
New Jersey
$127K – – –
CMO
887
Covenant Multifamily Offices
Texas
$123K +$123K +1,132 New
TFA
888
Toth Financial Advisory
Virginia
$121K -$38.3K -350 -24%
CA
889
Crewe Advisors
Utah
$119K – – –
DSC
890
Duncker Streett & Co
Missouri
$116K – – –
AIM
891
Arcadia Investment Management
Michigan
$115K -$71.2K -650 -38%
NL
892
NVWM LLC
Pennsylvania
$115K -$8.06K -74 -7%
FNC
893
First National Corp
Massachusetts
$113K -$5.12K -47 -4%
OWA
894
One Wealth Advisors
California
$113K +$113K +1,035 New
APW
895
Acima Private Wealth
Virginia
$109K – – –
FCMT
896
Founders Capital Management (Texas)
Texas
$103K -$877 -8 -0.8%
IWMA
897
Ironwood Wealth Management (Arizona)
Arizona
$101K +$67.7K +619 +204%
CAC
898
Certified Advisory Corp
Florida
$100K +$436 +4 +0.4%
WC
899
Westwind Capital
New Mexico
$99K +$6.54K +60 +7%
TFA
900
Transamerica Financial Advisors
Florida
$90K -$2.28M -20,739 -96%
34 35
36
37 38