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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 %
BAM
901
Barrett Asset Management
New York
$75K – – –
PO
902
Private Ocean
California
$67K -$152K -1,421 -69%
BWA
903
Burt Wealth Advisors
Maryland
$67K -$4.26K -40 -6%
CCM
904
Cribstone Capital Management
Maine
$66K – – –
BHWM
905
Bay Harbor Wealth Management
Maryland
$64K +$64K +597 New
HT
906
Heritage Trust
Oklahoma
$63K -$29.3K -274 -32%
WCM
907
Whitener Capital Management
North Carolina
$62K – – –
WCM
908
WealthBridge Capital Management
Ohio
$60K +$60K +568 New
QCIG
909
Quad-Cities Investment Group
Iowa
$59K +$42K +395 +247%
AIM
910
Anchor Investment Management
South Carolina
$57.3K -$1.69M -15,827 -97%
BHB
911
Bank Hapoalim BM
Israel
$56K – – –
FDCDDQ
912
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.5K -$19.2K -180 -26%
PG
913
Proffitt & Goodson
Tennessee
$53K +$536 +5 +1%
GI
914
Gradient Investments
Minnesota
$52K -$318 -3 -0.6%
PWMG
915
Prestige Wealth Management Group
New Jersey
$50K +$50K +466 New
PMFA
916
Plante Moran Financial Advisors
Michigan
$50K +$50K +468 New
AC
917
Avestar Capital
New York
$48K – – –
JAM
918
JCIC Asset Management
Ontario, Canada
$47K +$13.4K +125 +40%
AWM
919
Avior Wealth Management
Nebraska
$47K +$47K +444 New
PAMU
920
Pictet Asset Management (UK)
United Kingdom
$46.4K +$1.24K +11,650 +3%
APC
921
Aspire Private Capital
North Carolina
$43K +$43K +405 New
GWA
922
Guidant Wealth Advisors
Illinois
$43K +$43K +407 New
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$40K -$82.6K -768 -67%
FRA
924
Front Row Advisors
California
$40K – – –
IAS
925
INR Advisory Services
Pennsylvania
$39K – – –
35 36
37
38 39