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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
$941M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$521M
4
Franklin Resources
Franklin Resources
California
$289M
5
RJA
Raymond James & Associates
Florida
$2.61B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
TF
TIAA FSB
Florida
$123M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.07B
4
IG
ING Group
Netherlands
$0
5
HSBC Holdings
HSBC Holdings
United Kingdom
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
951
Ropes Wealth Advisors
Massachusetts
$17K +$17K +160 New
SNT
952
Security National Trust
West Virginia
$16K – – –
CIM
953
Cambria Investment Management
California
$16K +$16K +108 New
MWC
954
MKD Wealth Coaches
Michigan
$15K -$539K -4,778 -97%
PAI
955
Pittenger & Anderson Inc
Nebraska
$15K – – –
LA
956
Legacy Advisors
Pennsylvania
$15K +$15K +133 New
FPB
957
First PREMIER Bank
South Dakota
$14K – – –
ME
958
McIlrath & Eck
Washington
$14K – – –
PK
959
Pflug Koory
Nebraska
$14K – – –
TWA
960
TCI Wealth Advisors
Arizona
$13K +$9.08K +81 +231%
SFG
961
SevenBridge Financial Group
Pennsylvania
$12K – – –
LWM
962
Liberty Wealth Management
California
$12K – – –
CB
963
Community Bank
New York
$11K – – –
DWA
964
Dougherty Wealth Advisers
Minnesota
$11K – – –
ARMC
965
American Research & Management Company
Massachusetts
$11K – – –
LWM
966
Lenox Wealth Management
Ohio
$9K +$9K +78 New
PFBT
967
Parkside Financial Bank & Trust
Missouri
$9K +$9K +82 New
RFM
968
Royal Fund Management
Florida
$8K +$8K +78 New
RBC
969
Roble Belko & Company
Pennsylvania
$7K – – –
TA
970
TCG Advisors
Texas
$7K +$7K +61 New
BRC
971
Bell Rock Capital
Delaware
$6K – – –
PC
972
Permanens Capital
New York
$5K +$5K +50 New
BFC
973
Bedel Financial Consulting
Indiana
$4K +$1.3K +12 +48%
CF
974
Centaurus Financial
California
$3.28K +$386 +42 +13%
CCM
975
Context Capital Management
California
$2.51K – – –
37 38
39
40 41