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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 %
AA
151
Alesco Advisors
New York
$20.9M +$164K +1,543 +0.8%
WT
152
Whittier Trust
California
$20.4M -$1.83M -17,174 -8%
CM
153
Columbus Macro
Pennsylvania
$20.4M +$5.44M +51,107 +36%
MBT
154
Monroe Bank & Trust
Michigan
$20.3M -$51.6M -484,989 -72%
PCIA
155
Prime Capital Investment Advisors
Kansas
$20.1M +$8.8M +82,682 +78%
Barclays
156
Barclays
United Kingdom
$19.7M +$3.35M +31,479 +20%
Truist Financial
157
Truist Financial
North Carolina
$19.3M +$326K +3,059 +2%
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.3M +$4.53M +42,521 +31%
IA
159
IFP Advisors
Florida
$19.2M -$1.3M -12,249 -6%
JWA
160
JFS Wealth Advisors
Pennsylvania
$19M -$499K -4,690 -3%
FI
161
FormulaFolio Investments
Michigan
$18.9M – – –
William Blair & Company
162
William Blair & Company
Illinois
$18.6M +$4.25M +39,941 +30%
PL
163
Protective Life
Alabama
$18.6M – – –
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$18.5M +$4.37M +41,026 +31%
DWA
165
Divergent Wealth Advisors
Utah
$18.3M -$22.9M -215,030 -56%
PCA
166
Personal Capital Advisors
California
$18.2M +$17.7M +166,419 +4,093%
Principal Financial Group
167
Principal Financial Group
Iowa
$18.1M +$17.8M +166,845 +4,705%
CFGS
168
Concourse Financial Group Securities
Alabama
$18.1M +$14.1M +132,597 +352%
LF
169
Lee Financial
Texas
$18M -$1.45M -13,661 -7%
NC
170
NewSquare Capital
Pennsylvania
$17.7M -$114K -1,075 -0.6%
WIP
171
Wellesley Investment Partners
Massachusetts
$17.5M +$3.31M +31,115 +23%
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$17.4M -$6.18M -58,013 -26%
UR
173
USCA RIA
Texas
$17.2M -$3.57M -33,481 -17%
RT
174
Rockland Trust
Massachusetts
$17.2M +$17.2M +161,360 New
SPC
175
Sigma Planning Corp
Michigan
$16.8M -$941K -8,838 -5%
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