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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
+$869M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$419M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$330M
4
Franklin Resources
Franklin Resources
California
+$251M
5
RJA
Raymond James & Associates
Florida
+$239M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.12B
2
TF
TIAA FSB
Florida
-$434M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$327M
4
IG
ING Group
Netherlands
-$291M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
176
SSI Investment Management
California
$15.6M -$538K -4,937 -3%
BCI
177
Brinker Capital Investments
Pennsylvania
$15.3M -$224K -2,055 -1%
CL
178
CPWM LLC
Washington
$15.3M +$1.44M +13,157 +10%
IFA
179
Interactive Financial Advisors
Illinois
$15M +$283K +2,599 +2%
EIA
180
Edgemoor Investment Advisors
Maryland
$15M +$2.33M +21,384 +18%
Fisher Asset Management
181
Fisher Asset Management
Washington
$15M +$2.52M +23,070 +20%
Natixis Advisors
182
Natixis Advisors
Massachusetts
$14.7M -$26.3M -240,777 -64%
WT
183
Whittier Trust
California
$14.7M -$6.19M -56,767 -30%
TCPWM
184
Traverso Chambers Private Wealth Management
California
$14.7M +$356K +3,265 +2%
IC
185
Innealta Capital
Texas
$14.5M +$14.5M +133,000 New
CWM
186
Chesapeake Wealth Management
Virginia
$14.5M +$687K +6,302 +5%
RWP
187
RWA Wealth Partners
Massachusetts
$14.4M +$6.99M +64,064 +94%
LGWM
188
Litman Gregory Wealth Management
California
$14.3M +$65.2K +598 +0.5%
GFPC
189
Global Financial Private Capital
Florida
$14.3M +$2.03M +18,632 +17%
FFS
190
Founders Financial Securities
Maryland
$14.2M +$4.77M +43,740 +51%
SWP
191
Stratos Wealth Partners
Ohio
$14.2M +$2.92M +26,761 +26%
BWA
192
BlueSky Wealth Advisors
North Carolina
$14M +$498K +4,592 +4%
CBT
193
Central Bank & Trust
Kentucky
$13.9M -$1.17M -10,689 -8%
AF
194
Arrow Financial
New York
$13.9M +$912K +8,359 +7%
CGI
195
Cougar Global Investments
Ontario, Canada
$13.8M +$1.83M +16,749 +15%
KP
196
Keel Point
Alabama
$13.6M +$8.37M +76,723 +159%
HCA
197
Heck Capital Advisors
Wisconsin
$13.6M +$548K +5,020 +4%
VC
198
Vicus Capital
Pennsylvania
$13.6M -$26.2K -235 -0.2%
SA
199
Sunesis Advisors
Kansas
$13.5M -$75.7K -694 -0.6%
SCP
200
Silverleafe Capital Partners
Tennessee
$13.4M +$226K +2,071 +2%
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