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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 %
M&T Bank
176
M&T Bank
New York
$16.8M +$5.59M +52,484 +50%
SPIA
177
Steward Partners Investment Advisory
New York
$16.7M +$9.17M +86,120 +123%
PAG
178
Pinnacle Advisory Group
Maryland
$16.6M +$5.98M +56,137 +56%
FA
179
FC Advisory
Pennsylvania
$16.3M -$1.09M -10,224 -6%
UBS AM
180
UBS AM
Illinois
$16M -$4.68M -43,994 -23%
RCIM
181
Red Cedar Investment Management
Michigan
$16M -$24.6M -230,912 -61%
SIM
182
SSI Investment Management
California
$15.7M +$5.92M +55,603 +60%
SF
183
Synovus Financial
Georgia
$15.7M +$110K +1,031 +0.7%
VFA
184
Voya Financial Advisors
Connecticut
$15.5M +$5.16M +48,619 +50%
VIM
185
VCU Investment Management
Virginia
$15.4M +$2.03M +19,047 +15%
BCI
186
Brinker Capital Investments
Pennsylvania
$15.2M -$12.3M -115,734 -45%
PAG
187
Private Advisor Group
New Jersey
$15M -$5.49M -51,520 -27%
CBT
188
Central Bank & Trust
Kentucky
$14.8M +$3.83M +35,967 +35%
IFA
189
Interactive Financial Advisors
Illinois
$14.4M -$285K -2,673 -2%
TCPWM
190
Traverso Chambers Private Wealth Management
California
$14M +$14M +131,597 New
LGWM
191
Litman Gregory Wealth Management
California
$13.9M +$7.56M +70,957 +119%
HW
192
Hancock Whitney
Mississippi
$13.9M +$4.71M +44,227 +51%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$13.7M – – –
ECG
194
Edge Capital Group
Georgia
$13.6M +$13.6M +127,990 New
WC
195
Whitney & Co
New York
$13.6M +$4.25M +39,788 +46%
CL
196
CPWM LLC
Washington
$13.5M -$521K -4,891 -4%
CWM
197
Chesapeake Wealth Management
Virginia
$13.4M +$819K +7,694 +6%
WT
198
Washington Trust
Rhode Island
$13.3M +$253K +2,379 +2%
BWA
199
BlueSky Wealth Advisors
North Carolina
$13.3M +$985K +9,243 +8%
SA
200
Sunesis Advisors
Kansas
$13.2M +$932K +8,748 +8%
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