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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 %
RFWA
926
RPg Family Wealth Advisory
Massachusetts
$34.4K – – –
VRM
927
Vectors Research Management
New York
$33K +$11.7K +110 +55%
IWMA
928
Ironwood Wealth Management (Arizona)
Arizona
$32K -$12.2K -116 -28%
BAMG
929
Brand Asset Management Group
Missouri
$32K -$3K -28 -9%
HCC
930
Hirtle Callaghan & Co
Pennsylvania
$31K – – –
CWM
931
Cedar Wealth Management
California
$30K – – –
WAS
932
Winch Advisory Services
Wisconsin
$29K – – –
FCFS
933
First Command Financial Services
Texas
$28K -$12.5K -116 -31%
FCB
934
First Command Bank
Texas
$28K -$12.5K -116 -31%
MIM
935
Macroview Investment Management
Maryland
$28K – – –
SA
936
SRH Advisors
Kansas
$27K – – –
JCM
937
Julex Capital Management
Massachusetts
$27K +$27K +262 New
SGS
938
Sterling Global Strategies
California
$26.8K +$26.8K +252 New
HDIM
939
Hanson & Doremus Investment Management
Vermont
$25K +$25K +237 New
LWANC
940
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K +$25K +237 New
MIFH
941
Migdal Insurance & Financial Holdings
Israel
$24K – – –
SMFS
942
Squar Milner Financial Services
California
$23K -$20.5K -191 -47%
First Manhattan
943
First Manhattan
New York
$23K +$23K +221 New
AWM
944
AllSquare Wealth Management
New York
$21K -$18.7K -172 -47%
SFSIG
945
San Francisco Sentry Investment Group
California
$21K -$11.2K -107 -35%
NA
946
NewEdge Advisors
Louisiana
$19.3K -$893 -8,389 -4%
GTAM
947
Global Trust Asset Management
Florida
$17K -$7.26K -70 -30%
OFW
948
Omnia Family Wealth
Florida
$17K – – –
RCG
949
Ruggie Capital Group
Florida
$17K +$14.3K +136 +523%
SNT
950
Security National Trust
West Virginia
$16K – – –
36 37
38
39 40