AGG icon

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 %
SFA
76
Sequoia Financial Advisors
Ohio
$60.9M +$30.3M +277,396 +99%
TCM
77
Twele Capital Management
Minnesota
$60.7M +$1.56M +14,321 +3%
TK
78
TIAA Kaspick
Massachusetts
$56.6M +$26.4M +241,782 +87%
BTS
79
BB&T Securities
Virginia
$55.4M -$2.3M -21,129 -4%
AF
80
Alerus Financial
North Dakota
$55.2M +$810K +7,431 +1%
BC
81
Brinker Capital
Pennsylvania
$55.2M -$1.3M -11,901 -2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$55.1M +$28.8M +263,947 +110%
AF
83
Allworth Financial
California
$54.8M -$387K -3,551 -0.7%
AllianceBernstein
84
AllianceBernstein
Tennessee
$54.6M +$4.34M +39,756 +9%
MA
85
MCF Advisors
Kentucky
$54.1M +$3.34M +30,627 +7%
AssetMark Inc
86
AssetMark Inc
California
$53.1M -$1.58M -14,523 -3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$53M +$3.76M +34,432 +8%
BAAM
88
Baker Avenue Asset Management
California
$52.9M +$8.41M +77,121 +19%
Barclays
89
Barclays
United Kingdom
$51.1M +$30.9M +283,132 +153%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$50M +$2.44M +22,400 +5%
B
91
Bailard
California
$49.5M -$1.4M -12,836 -3%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$48.3M +$5.15M +47,220 +12%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$47.8M +$21.8M +199,809 +84%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$47.3M +$5.86M +53,756 +14%
MSA
95
Mason Street Advisors
Wisconsin
$44.8M +$15.1M +138,200 +51%
AWS
96
AJ Wealth Strategies
New York
$44.5M +$4.39M +40,212 +11%
CAL
97
Capital Analysts LLC
Pennsylvania
$44.1M +$999K +9,158 +2%
UCFA
98
United Capital Financial Advisors
Texas
$42.6M -$5.79M -53,113 -12%
FCH
99
Freestone Capital Holdings
Washington
$41M -$1.03M -9,463 -2%
Lazard Asset Management
100
Lazard Asset Management
New York
$40.6M -$42M – –
2 3
4
5 6