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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
$941M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$521M
4
Franklin Resources
Franklin Resources
California
$289M
5
RJA
Raymond James & Associates
Florida
$2.61B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
TF
TIAA FSB
Florida
$123M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.07B
4
IG
ING Group
Netherlands
$0
5
HSBC Holdings
HSBC Holdings
United Kingdom
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$27.4M +$10.1M +92,965 +59%
SPIA
127
Steward Partners Investment Advisory
New York
$27.3M +$10.3M +94,028 +60%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$27.2M +$9.46M +86,733 +53%
Boston Partners
129
Boston Partners
Massachusetts
$27.2M +$1.28M +11,732 +5%
Man Group
130
Man Group
United Kingdom
$27.1M +$400K +3,665 +1%
SMM
131
Stadion Money Management
Georgia
$26.8M -$73.9M -677,710 -73%
EPP
132
ETF Portfolio Partners
Kansas
$26.6M +$566K +5,187 +2%
PCIA
133
Prime Capital Investment Advisors
Kansas
$25.7M +$5.15M +47,194 +25%
ZB
134
Zions Bancorporation
Utah
$25M +$25M +229,336 New
MA
135
MUFG Americas
New York
$24.3M -$789K -7,238 -3%
FEG
136
Fund Evaluation Group
Ohio
$23.9M +$23.4M +214,853 +5,298%
BF
137
BOK Financial
Oklahoma
$23.8M -$546K -5,007 -2%
EBT
138
Enterprise Bank & Trust
Massachusetts
$23.8M +$23.8M +218,247 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$23.5M +$23.5M +215,658 New
RJT
140
Raymond James Trust
Florida
$23.5M +$883K +8,092 +4%
RhumbLine Advisers
141
RhumbLine Advisers
Massachusetts
$23.1M -$4.32M -39,567 -16%
PWP
142
Personal Wealth Partners
Minnesota
$22.8M -$55.7M -366,107 -71%
VCM
143
Verger Capital Management
North Carolina
$22.8M -$3.09M -28,300 -12%
AA
144
Alesco Advisors
New York
$22.7M +$1.38M +12,691 +6%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$22.7M +$3.71M +34,038 +20%
CA
146
Cetera Advisors
Colorado
$22.6M +$863K +7,919 +4%
EIG
147
Ellenbecker Investment Group
Wisconsin
$22.2M +$200K +1,833 +0.9%
TCM
148
Towercrest Capital Management
Pennsylvania
$21.5M -$480K -4,402 -2%
Truist Financial
149
Truist Financial
North Carolina
$21.5M +$1.68M +15,376 +8%
CWG
150
Cornerstone Wealth Group
North Carolina
$21.3M +$21.3M +195,391 New
4 5
6
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