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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
$3.46B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.11B
3
CB
Commerce Bank
Missouri
$199M
4
Goldman Sachs
Goldman Sachs
New York
$356M
5
Ameriprise
Ameriprise
Minnesota
$1.37B

Top Sellers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$108M
3
Wells Fargo
Wells Fargo
California
$3.85B
4
MFRM
Milliman Financial Risk Management
Illinois
$1.48B
5
PPA
Parametric Portfolio Associates
Washington
$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$40M +$27M +253,699 +207%
SL
102
Summitry LLC
California
$39.8M +$457K +4,294 +1%
AWS
103
AJ Wealth Strategies
New York
$39.1M -$1.15M -10,765 -3%
FHB
104
First Hawaiian Bank
Hawaii
$38.6M -$3.69M -34,673 -9%
FAAS
105
First Allied Advisory Services
California
$38.2M +$4.74M +44,512 +14%
FBFS
106
First Business Financial Services
Wisconsin
$37.5M -$1.13M -10,642 -3%
HighTower Advisors
107
HighTower Advisors
Illinois
$37.1M -$14.5M -136,251 -28%
PFM
108
Phillips Financial Management
Indiana
$37M +$1.44M +13,517 +4%
Franklin Resources
109
Franklin Resources
California
$36.6M +$2.2M +20,659 +6%
RBA
110
Richard Bernstein Advisors
New York
$36.6M +$36.6M +343,396 New
SHGA
111
Sand Hill Global Advisors
California
$35.1M +$990K +9,292 +3%
RFC
112
Regions Financial Corp
Alabama
$34.7M -$6.23M -58,479 -15%
BCP
113
Blue Chip Partners
Michigan
$32.9M +$32.2M +302,510 +4,546%
AI
114
Atria Investments
North Carolina
$32.5M +$17.4M +163,244 +115%
CAN
115
Cetera Advisor Networks
California
$32.3M +$16M +150,113 +98%
SMFG
116
Sumitomo Mitsui Financial Group
Japan
$32.3M -$4.72M -44,399 -13%
WAM
117
Watermark Asset Management
California
$32.2M -$3.6M -33,830 -10%
JWM
118
Janiczek Wealth Management
Colorado
$31.5M -$1.68M -15,775 -5%
FAT
119
First American Trust
California
$31M +$2.76M +25,918 +10%
CG
120
Colony Group
Massachusetts
$30.8M +$618K +5,805 +2%
BHWM
121
Bar Harbor Wealth Management
New Hampshire
$30.6M +$1.46M +13,696 +5%
SFA
122
Sequoia Financial Advisors
Ohio
$29.9M +$4.74M +44,527 +19%
CA
123
Cambridge Associates
Massachusetts
$29.7M -$9.41M -88,366 -24%
RIG
124
RiverFront Investment Group
Virginia
$29.6M +$29.2M +274,294 +8,154%
TK
125
TIAA Kaspick
Massachusetts
$29.5M +$29.5M +277,166 New
3 4
5
6 7