AGG icon

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 %
ME
951
McIlrath & Eck
Washington
$14K -$13.3K -121 -49%
PK
952
Pflug Koory
Nebraska
$14K – – –
PAI
953
Pittenger & Anderson Inc
Nebraska
$14K +$14K +136 New
FPB
954
First PREMIER Bank
South Dakota
$13K +$13K +125 New
SFG
955
SevenBridge Financial Group
Pennsylvania
$12K – – –
LWM
956
Liberty Wealth Management
California
$12K +$12K +113 New
CB
957
Community Bank
New York
$11K – – –
ARMC
958
American Research & Management Company
Massachusetts
$11K +$11K +100 New
DWA
959
Dougherty Wealth Advisers
Minnesota
$11K +$11K +100 New
EWA
960
ERTS Wealth Advisors
Michigan
$11K +$11K +100 New
NSG
961
Nalls Sherbakoff Group
Tennessee
$11K +$11K +107 New
HR
962
Howe & Rusling
New York
$10K -$1.09M -9,768 -99%
EWM
963
Elmwood Wealth Management
California
$9K +$217 +2 +2%
BBA
964
Braun-Bostich & Associates
Pennsylvania
$8K +$111 +1 +1%
RBC
965
Roble Belko & Company
Pennsylvania
$7K – – –
SIS
966
Sound Income Strategies
Florida
$7K – – –
BRC
967
Bell Rock Capital
Delaware
$6K – – –
MWA
968
Meridian Wealth Advisors
Texas
$6K +$6K +55 New
BBHC
969
Brown Brothers Harriman & Co
New York
$6K +$6K +57 New
TWA
970
TCI Wealth Advisors
Arizona
$4K +$4K +35 New
UB
971
UMB Bank
Missouri
$3.11K +$518 +4,863 +20%
BFC
972
Bedel Financial Consulting
Indiana
$3K – – –
NR
973
Newfound Research
Massachusetts
$2K – – –
PCP
974
Proficio Capital Partners
Massachusetts
$2K – – –
IFAM
975
Institutional & Family Asset Management
Colorado
$1K -$3.46K -45 -78%
37 38
39
40 41