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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 %
BOH
201
Bank of Hawaii
Hawaii
$13.4M – – –
HCM
202
Howard Capital Management
Georgia
$13.3M +$3.45M +31,790 +35%
SLF
203
Sun Life Financial
Ontario, Canada
$13.2M +$13.2M +121,472 New
AI
204
Atria Investments
North Carolina
$13.2M -$20.1M -184,299 -60%
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M -$6.66M -61,031 -34%
ASN
206
Advisory Services Network
Georgia
$13M +$11.4M +104,858 +721%
HFA
207
High Falls Advisors
New York
$12.8M -$119K -1,091 -0.9%
EGWAG
208
Elwood & Goetz Wealth Advisory Group
Georgia
$12.7M +$1.53M +14,016 +14%
HFS
209
HL Financial Services
Kentucky
$12.7M -$8.72M -79,910 -41%
ECG
210
Edge Capital Group
Georgia
$12.7M -$1.31M -11,965 -9%
SS
211
Simplicity Solutions
Minnesota
$12.7M +$8.62M +79,029 +214%
NAM
212
North American Management
Massachusetts
$12.6M -$539K -4,945 -4%
HW
213
Hancock Whitney
Mississippi
$12.4M -$1.8M -16,476 -13%
SWM
214
Shakespeare Wealth Management
Wisconsin
$12.3M +$45.2K +414 +0.4%
PA
215
Parkside Advisors
California
$12.1M -$129K -1,184 -1%
GLLW
216
Graves Light Lenhart Wealth
Virginia
$12.1M -$7.31K -67 -0.1%
RMC
217
Regis Management Company
California
$11.7M +$5.87M +53,824 +100%
GLA
218
Good Life Advisors
Pennsylvania
$11.7M +$155K +1,416 +1%
EWM
219
Executive Wealth Management
Michigan
$11.4M -$850K -7,795 -7%
MWM
220
Mascoma Wealth Management
New Hampshire
$11.4M +$2.73M +25,030 +31%
RA
221
RFG Advisory
Alabama
$11.4M -$16.3M -149,899 -59%
CB
222
Commerce Bank
Missouri
$11.3M -$193M -1,769,209 -94%
M&T Bank
223
M&T Bank
New York
$11.3M -$5.91M -54,224 -34%
TAT
224
TD Ameritrade Trust
Colorado
$11.2M +$780K +7,149 +7%
CJA
225
C-J Advisory
California
$11M +$37.3K +344 +0.3%
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