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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.

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
1
Toews Corporation
New Jersey
$941M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$530M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$521M
4
Franklin Resources
4
Franklin Resources
California
$289M
5
RJA
5
Raymond James & Associates
Florida
$2.61B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.43B
2
TF
2
TIAA FSB
Florida
$123M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.07B
4
IG
4
ING Group
Netherlands
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.07B 55,642,635 -2,995,217 -5%
Wells Fargo
2
Wells Fargo
California
$4.18B 38,296,040 +2,158,830 +6%
RJA
3
Raymond James & Associates
Florida
$2.61B 23,891,617 +2,195,282 +10%
Bank of America
4
Bank of America
North Carolina
$2.43B 22,259,389 -10,229,981 -31%
BlackRock
5
BlackRock
New York
$2.13B 19,516,742 +2,134,142 +12%
Creative Planning
6
Creative Planning
Kansas
$2.1B 19,248,589 +1,468,548 +8%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.02B 18,560,055 -81,472 -0.4%
MFRM
8
Milliman Financial Risk Management
Illinois
$1.65B 15,131,358 +1,186,765 +9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.48B 13,568,929 +1,467,101 +12%
Ameriprise
10
Ameriprise
Minnesota
$1.2B 11,001,733 -1,742,805 -14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.06B 9,754,509 -699,466 -7%
Allianz Asset Management
12
Allianz Asset Management
Germany
$1.02B 9,326,380 +377,935 +4%
TC
13
Toews Corporation
New Jersey
$941M 941,050 +869,450 +1,214%
LPL Financial
14
LPL Financial
California
$714M 6,547,824 +977,253 +18%
CSIA
15
Charles Schwab Investment Advisory
California
$676M 6,197,652 +1,913,799 +45%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$614M 5,625,631 +963 +0%
US Bancorp
17
US Bancorp
Minnesota
$579M 5,309,316 +516,985 +11%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$530M 4,859,314 +3,843,498 +378%
Morgan Stanley
19
Morgan Stanley
New York
$529M 4,849,618 +198,474 +4%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$521M 4,776,361 +3,022,255 +172%
QI
21
QS Investors
New York
$519M 4,755,069 +394,570 +9%
UBS Group
22
UBS Group
Switzerland
$457M 4,187,190 -296,190 -7%
Goldman Sachs
23
Goldman Sachs
New York
$370M 3,392,910 +48,480 +1%
BL
24
Balentine LLC
Georgia
$333M 3,055,726 +297,105 +11%
Betterment LLC
25
Betterment LLC
New York
$304M 2,790,801 +314,004 +13%
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