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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 %
JPLA
976
Joseph P. Lucia & Associates
New York
$2.27K +$2.27K +245,927 New
EWM
977
Elmwood Wealth Management
California
$2K -$5.91K -62 -75%
NR
978
Newfound Research
Massachusetts
$2K – – –
PCP
979
Proficio Capital Partners
Massachusetts
$2K – – –
RCM
980
Requisite Capital Management
Texas
$2K +$2K +17 New
TFS
981
TrustCore Financial Services
Tennessee
$2K +$2K +22 New
IFAM
982
Institutional & Family Asset Management
Colorado
$1K – – –
LYV
983
Live Your Vision
Pennsylvania
$1K – – –
IF
984
Ironwood Financial
Arizona
$1K – – –
DRS
985
Deane Retirement Strategies
Louisiana
$1K – – –
WA
986
WP Advisors
California
$513 +$513 +470 New
Koshinski Asset Management
987
Koshinski Asset Management
Illinois
$451 -$12 -110 -3%
BFG
988
Beacon Financial Group
Texas
$263 – – –
IG
989
ING Group
Netherlands
– -$291M -2,730,000 Closed
Fidelity International
990
Fidelity International
Bermuda
– -$154M -1,448,514 Closed
HHGA
991
Halbert Hargrove Global Advisors
California
– -$75.7M -710,824 Closed
CL
992
Cabana LLC
Arkansas
– -$40.4M -379,304 Closed
RBA
993
Richard Bernstein Advisors
New York
– -$36.6M -343,396 Closed
RIG
994
RiverFront Investment Group
Virginia
– -$29.6M -277,658 Closed
DCM
995
DeGreen Capital Management
Arizona
– -$189M -177,140 Closed
Principal Financial Group
996
Principal Financial Group
Iowa
– -$18.1M -170,391 Closed
NSLI
997
Nan Shan Life Insurance
Taiwan
– -$10.1M -95,238 Closed
PWG
998
Private Wealth Group
Florida
– -$9.88M -92,736 Closed
PFS
999
Prospera Financial Services
Texas
– -$9.53M -89,360 Closed
AWM
1000
Alterna Wealth Management
Texas
– -$9.01M -82,315 Closed
38 39
40
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