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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 %
JCM
901
Julex Capital Management
Massachusetts
$89.5K +$61K +559 +213%
FANJ
902
Financial Architects (New Jersey)
New Jersey
$88K +$4.58K +42 +5%
CCM
903
Covington Capital Management
California
$87K – – –
HGWM
904
Harvest Group Wealth Management
Massachusetts
$86K +$86K +789 New
AWA
905
Artemis Wealth Advisors
New York
$78.5K – – –
TIM
906
Tortoise Investment Management
New York
$78K -$14.8K -135 -16%
BAM
907
Barrett Asset Management
New York
$77K – – –
BWA
908
Burt Wealth Advisors
Maryland
$69K – – –
WCM
909
Whitener Capital Management
North Carolina
$69K +$5.38K +50 +8%
CCM
910
Cribstone Capital Management
Maine
$68K – – –
PG
911
Proffitt & Goodson
Tennessee
$68K +$14.5K +134 +27%
VCM
912
Vigilant Capital Management
Maine
$66K +$66K +601 New
CIM
913
Contravisory Investment Management
Massachusetts
$63K +$63K +581 New
WCM
914
WealthBridge Capital Management
Ohio
$62K – – –
AIM
915
Anchor Investment Management
South Carolina
$58.7K – – –
RCA
916
Rowland Carmichael Advisors
Arizona
$56K -$1.24M -11,460 -96%
BHWM
917
Bay Harbor Wealth Management
Maryland
$56K -$8.67K -80 -13%
CICI
918
Capital Investment Counsel Inc
North Carolina
$55K +$55K +500 New
GI
919
Gradient Investments
Minnesota
$54K +$653 +6 +1%
APC
920
Aspire Private Capital
North Carolina
$54K +$9.64K +88 +22%
AC
921
Avestar Capital
New York
$49K – – –
JAM
922
JCIC Asset Management
Ontario, Canada
$48K – – –
CH
923
Canton Hathaway
Rhode Island
$43K +$43K +400 New
SSB
924
Sandy Spring Bank
Maryland
$42K -$46.5K -426 -53%
OIA
925
OneDigital Investment Advisors
Kansas
$41K -$298K -2,705 -88%
35 36
37
38 39