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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 %
GI
1001
Glovista Investments
New Jersey
– -$7.44M -70,031 Closed
BCA
1002
Biltmore Capital Advisors
New Jersey
– -$4.15M -38,813 Closed
CI
1003
Conning Inc
Connecticut
– -$2.39M -22,405 Closed
DIP
1004
DT Investment Partners
Pennsylvania
– -$2.26M -21,263 Closed
HIS
1005
Harvest Investment Services
Illinois
– -$2.05M -19,164 Closed
QAM
1006
Questar Asset Management
Minnesota
– -$1.85M -17,414 Closed
AII
1007
AGF Investments Inc
Ontario, Canada
– -$1.47M -13,827 Closed
CIM
1008
Confluence Investment Management
Missouri
– -$1.46M -13,707 Closed
Renaissance Technologies
1009
Renaissance Technologies
New York
– -$1.4M -13,100 Closed
SAM
1010
Stringer Asset Management
Tennessee
– -$1.18M -11,090 Closed
FC
1011
Forte Capital
New York
– -$1.17M -10,976 Closed
VAM
1012
Verity Asset Management
North Carolina
– -$889K -8,350 Closed
SBH
1013
Segall Bryant & Hamill
Illinois
– -$781K -7,334 Closed
BAM
1014
Belpointe Asset Management
Nevada
– -$744K -6,986 Closed
Jane Street
1015
Jane Street
New York
– -$744K -6,985 Closed
BC
1016
Brio Consultants
California
– -$706K -6,629 Closed
SCM
1017
Shelton Capital Management
Colorado
– -$643K -6,042 Closed
HTC
1018
Haverford Trust Company
Pennsylvania
– -$592K -5,560 Closed
ACM
1019
Advisors Capital Management
New Jersey
– -$592K -5,559 Closed
PAIM
1020
Punch & Associates Investment Management
Minnesota
– -$589K -5,530 Closed
MWM
1021
Merriman Wealth Management
Washington
– -$497K -4,657 Closed
UBV
1022
United Bank (Virginia)
Virginia
– -$485K -4,550 Closed
DA
1023
Doliver Advisors
Texas
– -$481K -4,514 Closed
WS
1024
Wela Strategies
Georgia
– -$403K -3,785 Closed
VF
1025
Virtu Financial
New York
– -$384K -3,607 Closed
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