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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
$3.46B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.11B
3
CB
Commerce Bank
Missouri
$199M
4
Goldman Sachs
Goldman Sachs
New York
$356M
5
Ameriprise
Ameriprise
Minnesota
$1.37B

Top Sellers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$108M
3
Wells Fargo
Wells Fargo
California
$3.85B
4
MFRM
Milliman Financial Risk Management
Illinois
$1.48B
5
PPA
Parametric Portfolio Associates
Washington
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
76
Sigma Investment Management
Oregon
$54.6M -$1.55M -14,549 -3%
AF
77
Allworth Financial
California
$53.9M -$10.7M -100,868 -17%
FA
78
FDx Advisors
Illinois
$53.9M -$10.4M -97,412 -16%
AssetMark Inc
79
AssetMark Inc
California
$53.4M +$47.3M +444,463 +782%
AF
80
Alerus Financial
North Dakota
$53.1M -$6.5M -61,046 -11%
CFIA
81
Cantor Fitzgerald Investment Advisors
New York
$52.5M +$169K +1,583 +0.3%
MAM
82
Meeder Asset Management
Ohio
$51.5M +$30.4M +285,471 +144%
B
83
Bailard
California
$49.7M -$311K -2,918 -0.6%
ZIM
84
Zacks Investment Management
Illinois
$49.5M -$7.14M -67,053 -13%
MA
85
MCF Advisors
Kentucky
$49.5M -$13M -122,483 -21%
PWP
86
Personal Wealth Partners
Minnesota
$49.5M +$49.5M +516,029 New
AllianceBernstein
87
AllianceBernstein
Tennessee
$49M +$44.3M +416,203 +940%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$48.1M -$5.92M -55,617 -11%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$47.2M -$41.4M -388,325 -47%
UCFA
90
United Capital Financial Advisors
Texas
$47.2M +$8.5M +79,846 +22%
WANY
91
Wealthspire Advisors (New York)
New York
$43.5M +$43.5M +408,588 New
BAAM
92
Baker Avenue Asset Management
California
$43.4M -$5.88M -55,259 -12%
MML Investors Services
93
MML Investors Services
Massachusetts
$43.2M +$10.3M +96,691 +31%
Mariner
94
Mariner
Kansas
$42.9M +$7.98M +74,942 +23%
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$42.2M +$6.48M +60,856 +18%
CAL
96
Capital Analysts LLC
Pennsylvania
$42.1M -$2.52M -23,624 -6%
Lazard Asset Management
97
Lazard Asset Management
New York
$42M -$163K – –
FCH
98
Freestone Capital Holdings
Washington
$41.1M +$1.97M +18,526 +5%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$40.5M +$1.32M +12,437 +3%
CL
100
Cabana LLC
Arkansas
$40.4M +$35.3M +331,863 +700%
2 3
4
5 6