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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
+$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 %
AIIMS
1001
Analyst IMS Investment Management Services
Israel
– -$878 -8,312 Closed
CFGF
1002
Compass Financial Group (Florida)
Florida
– -$747K -7,075 Closed
PIA
1003
Peachtree Investment Advisors
Georgia
– -$577K -5,470 Closed
SHWM
1004
Smith & Howard Wealth Management
Georgia
– -$572K -5,425 Closed
CBU
1005
CIBC Bank USA
Illinois
– -$478K -4,534 Closed
CCFCSB
1006
Cape Cod Five Cents Savings Bank
Massachusetts
– -$376K -3,565 Closed
PFC
1007
Personal Financial Consultants
California
– -$360K -3,410 Closed
SFWA
1008
Summit Financial Wealth Advisors
Louisiana
– -$342K -3,271 Closed
DC
1009
DeDora Capital
California
– -$299K -2,835 Closed
B
1010
Brightworth
Georgia
– -$265K -2,516 Closed
PWM
1011
Perigon Wealth Management
California
– -$239K -2,262 Closed
ACG
1012
Allen Capital Group
Nebraska
– -$234K -2,217 Closed
KFGK
1013
Keystone Financial Group (Kentucky)
Kentucky
– -$219K -2,085 Closed
BW
1014
Bison Wealth
Georgia
– -$211K -2,002 Closed
PWAG
1015
Polaris Wealth Advisory Group
California
– -$208K -1,975 Closed
CSIC
1016
Clifford Swan Investment Counsel
California
– -$203K -1,926 Closed
AC
1017
Alexandria Capital
Virginia
– -$201K -1,900 Closed
MPIA
1018
Mountain Pacific Investment Advisers
Idaho
– -$189K -1,794 Closed
JFA
1019
JNBA Financial Advisors
Minnesota
– -$139K -1,317 Closed
OWA
1020
One Wealth Advisors
California
– -$116K -1,100 Closed
LPIC
1021
LeJeune Puetz Investment Counsel
Michigan
– -$109K -1,037 Closed
TC
1022
Trilogy Capital
California
– -$108K -1,024 Closed
CPIG
1023
Chicago Partners Investment Group
Illinois
– -$63K -603 Closed
RFM
1024
Royal Fund Management
Florida
– -$61K -583 Closed
PSC
1025
Prentiss Smith & Co
Vermont
– -$54K -515 Closed
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