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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 %
FMII
926
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
FRA
927
Front Row Advisors
California
$41K – – –
PWMG
928
Prestige Wealth Management Group
New Jersey
$40K -$10.9K -100 -21%
IAS
929
INR Advisory Services
Pennsylvania
$39K – – –
HR
930
Howe & Rusling
New York
$37K +$27.2K +249 +277%
RFWA
931
RPg Family Wealth Advisory
Massachusetts
$35.2K – – –
CB
932
CNB Bank
Pennsylvania
$34K -$111K -1,029 -77%
AIL
933
AGF Investments LLC
Ontario, Canada
$34K -$64.2K -589 -65%
PMFA
934
Plante Moran Financial Advisors
Michigan
$32K -$19.3K -176 -38%
HCC
935
Hirtle Callaghan & Co
Pennsylvania
$31K -$31K – –
WAS
936
Winch Advisory Services
Wisconsin
$29K – – –
FDCDDQ
937
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.7K -$28.1K -258 -50%
SA
938
SRH Advisors
Kansas
$27K – – –
GCA
939
Genesee Capital Advisors
New York
$27K +$27K +252 New
HDIM
940
Hanson & Doremus Investment Management
Vermont
$26K – – –
LWANC
941
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
FNB
942
Farmers National Bank
Kentucky
$25K +$25K +226 New
BAMG
943
Brand Asset Management Group
Missouri
$23K -$10.1K -91 -30%
SMFS
944
Squar Milner Financial Services
California
$23K – – –
OSNBOA
945
Old Second National Bank of Aurora
Illinois
$22K +$21K +190 +2,111%
ACS
946
Archford Capital Strategies
Illinois
$22K +$22K +200 New
NWA
947
New World Advisors
Massachusetts
$22K +$22K +206 New
AWM
948
AllSquare Wealth Management
New York
$21K – – –
LWS
949
Lucia Wealth Services
California
$21K +$21K +195 New
OFW
950
Omnia Family Wealth
Florida
$18K – – –
36 37
38
39 40