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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 %
MSA
126
Mason Street Advisors
Wisconsin
$29.1M -$34.8M -326,450 -54%
EWA
127
EP Wealth Advisors
California
$28.6M +$16.2M +151,989 +130%
RPG
128
Resource Planning Group
Georgia
$28.6M -$2.61M -24,594 -8%
F
129
F3Logic
Minnesota
$28.5M +$26.7M +250,735 +1,459%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$28.4M +$43.8K +411 +0.2%
RA
131
RFG Advisory
Alabama
$27.1M +$25.7M +241,732 +1,885%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$26.8M +$11.7M +109,693 +77%
RhumbLine Advisers
133
RhumbLine Advisers
Massachusetts
$26.7M +$493K +4,626 +2%
PC
134
Premise Capital
Illinois
$26.3M +$26.3M +248,006 New
Man Group
135
Man Group
United Kingdom
$26.1M +$26.1M +245,081 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$25.6M -$20.5M -192,898 -44%
EPP
137
ETF Portfolio Partners
Kansas
$25.5M -$1.98M -18,599 -7%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$25.4M +$2.29M +21,510 +10%
Boston Partners
139
Boston Partners
Massachusetts
$25.3M -$3.04M -28,509 -11%
VCM
140
Verger Capital Management
North Carolina
$25.3M -$3.99M -37,513 -14%
MA
141
MUFG Americas
New York
$24.5M +$5M +46,971 +26%
BF
142
BOK Financial
Oklahoma
$23.8M -$428K -4,023 -2%
DCM
143
Disciplina Capital Management
Tennessee
$23.3M +$23.3M +218,871 New
RJT
144
Raymond James Trust
Florida
$22M +$183K +1,715 +0.8%
AIA
145
Angeles Investment Advisors
California
$21.6M +$21.6M +202,560 New
EIG
146
Ellenbecker Investment Group
Wisconsin
$21.5M -$220K -2,062 -1%
TCM
147
Towercrest Capital Management
Pennsylvania
$21.4M +$1.46M +13,720 +7%
FHA
148
First Horizon Advisors
Tennessee
$21.3M +$2.87M +26,946 +16%
CA
149
Cetera Advisors
Colorado
$21.2M -$1.7M -15,918 -7%
HFS
150
HL Financial Services
Kentucky
$20.9M -$756K -7,095 -3%
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