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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 %
BOH
201
Bank of Hawaii
Hawaii
$13M -$395K -3,712 -3%
VC
202
Vicus Capital
Pennsylvania
$13M +$5.91M +55,517 +83%
SCP
203
Silverleafe Capital Partners
Tennessee
$12.9M +$105K +987 +0.8%
NAM
204
North American Management
Massachusetts
$12.9M -$289K -2,710 -2%
HCA
205
Heck Capital Advisors
Wisconsin
$12.7M -$15.4K -145 -0.1%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$12.7M +$4.36M +40,946 +52%
AF
207
Arrow Financial
New York
$12.7M +$7.71M +72,435 +156%
HFA
208
High Falls Advisors
New York
$12.6M -$452K -4,242 -3%
EIA
209
Edgemoor Investment Advisors
Maryland
$12.4M +$89.1K +837 +0.7%
Fisher Asset Management
210
Fisher Asset Management
Washington
$12.2M +$2.56M +24,026 +27%
SWM
211
Shakespeare Wealth Management
Wisconsin
$12M +$4.5M +42,266 +60%
EWM
212
Executive Wealth Management
Michigan
$12M +$12M +112,661 New
PA
213
Parkside Advisors
California
$12M +$1.39M +13,066 +13%
GFPC
214
Global Financial Private Capital
Florida
$12M +$562K +5,274 +5%
Comerica Bank
215
Comerica Bank
Texas
$11.9M +$5.92M +55,369 +100%
GLLW
216
Graves Light Lenhart Wealth
Virginia
$11.8M +$11.8M +110,658 New
CGI
217
Cougar Global Investments
Ontario, Canada
$11.7M +$8.48M +79,598 +261%
LA
218
LVW Advisors
New York
$11.6M -$3.59M -33,715 -24%
ANB
219
Amarillo National Bank
Texas
$11.4M +$251K +2,359 +2%
WB
220
WesBanco Bank
West Virginia
$11.2M +$33.8K +317 +0.3%
GLA
221
Good Life Advisors
Pennsylvania
$11.2M +$330K +3,102 +3%
HMC
222
Higher Moment Capital
Massachusetts
$11.2M +$11.2M +104,887 New
HNB
223
Huntington National Bank
Ohio
$11M -$10.6M – –
SWP
224
Stratos Wealth Partners
Ohio
$11M -$7.51M -70,527 -41%
EGWAG
225
Elwood & Goetz Wealth Advisory Group
Georgia
$11M +$11M +102,855 New
7 8
9
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