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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 %
WA
1026
Wambolt & Associates
Colorado
– -$379K -3,555 Closed
FWIA
1027
Fort Washington Investment Advisors
Ohio
– -$378K -3,550 Closed
FPCP
1028
Fort Point Capital Partners
California
– -$375K -3,517 Closed
FIA
1029
Foundations Investment Advisors
Arizona
– -$357K -3,333 Closed
FA
1030
Freestate Advisors
Kansas
– -$335K -3,150 Closed
WF
1031
WoodTrust Financial
Wisconsin
– -$330K -3,102 Closed
COI
1032
Capital One Investing
Virginia
– -$317K -2,973 Closed
WAAG
1033
Wealth Alliance Advisory Group
Kansas
– -$315K -2,959 Closed
CBB
1034
Citizens Business Bank
California
– -$314K -2,947 Closed
VWM
1035
Venturi Wealth Management
Texas
– -$310K -2,900 Closed
SP
1036
Symmetry Partners
Connecticut
– -$303K -2,849 Closed
CC
1037
Claybrook Capital
Massachusetts
– -$274K -2,569 Closed
SNBOSD
1038
Security National Bank of So Dak
Iowa
– -$262K -2,458 Closed
MFW
1039
Mosaic Family Wealth
Missouri
– -$250K -2,350 Closed
JF
1040
JSF Financial
California
– -$244K -2,294 Closed
WCM
1041
Weatherstone Capital Management
Colorado
– -$234K -2,217 Closed
ACM
1042
Allred Capital Management
Texas
– -$234K -2,200 Closed
EFS
1043
Essex Financial Services
Connecticut
– -$218K -2,049 Closed
IIA
1044
IPG Investment Advisors
California
– -$205K -1,924 Closed
FVWA
1045
Foster Victor Wealth Advisors
South Carolina
– -$203K -1,909 Closed
FLI
1046
Family Legacy Inc
South Carolina
– -$192K -1,803 Closed
TFO
1047
Tarbox Family Office
California
– -$187K -1,756 Closed
State of Tennessee, Department of Treasury
1048
State of Tennessee, Department of Treasury
Tennessee
– -$106K -1,000 Closed
Loomis, Sayles & Company
1049
Loomis, Sayles & Company
Massachusetts
– -$97K -910 Closed
BAM
1050
Bruderman Asset Management
New York
– -$76K -715 Closed
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