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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

864 hedge funds and large institutions have $42.6B invested in iShares Core US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 343 increasing their positions, 369 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
-8
Holders Change %
-0.92%
% of All Funds
19.81%
Holding in Top 10
166
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.79%
% of All Funds
3.81%
New
56
Increased
343
Reduced
369
Closed
52
Calls
$680K
Puts
$1.23M
Net Calls
-$553K
Net Calls Change
+$605K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$517M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$443M
3
CSIA
Charles Schwab Investment Advisory
California
+$329M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$202M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$158M

Top Sellers

1
AF
Allworth Financial
California
-$314M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$200M
3
Jane Street
Jane Street
New York
-$134M
4
UBS Group
UBS Group
Switzerland
-$113M
5
SG Americas Securities
SG Americas Securities
New York
-$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
Westside Investment Management
California
$8.56M +$71.3K +673 +0.8%
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.48M -$1.42M -13,376 -14%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$8.38M -$1.88M -17,691 -18%
WB
229
Webster Bank
Connecticut
$8.35M -$1.2M -11,327 -13%
PT
230
Plimoth Trust
Massachusetts
$8.3M +$464K +4,368 +6%
WF
231
WealthTrust Fairport
Ohio
$8.22M -$614K -5,777 -7%
HGWM
232
Harvest Group Wealth Management
Massachusetts
$8.18M -$617K -5,799 -7%
SBWM
233
Sunflower Bank Wealth Management
Arizona
$8.15M -$5.21M -49,011 -39%
Fisher Asset Management
234
Fisher Asset Management
Washington
$8.07M +$1.62M +15,259 +25%
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$8.05M +$236K +2,223 +3%
WP
236
WealthShield Partners
North Carolina
$7.89M +$3.91M +36,791 +98%
BCWM
237
Bartlett & Co Wealth Management
Ohio
$7.83M -$127K -1,193 -2%
BC
238
Bartlett & Co
Ohio
$7.83M -$127K -1,193 -2%
CWM
239
Confluence Wealth Management
Oregon
$7.77M -$1.76M -16,526 -18%
WB
240
WesBanco Bank
West Virginia
$7.68M -$1.32M -12,394 -15%
Millennium Management
241
Millennium Management
New York
$7.68M +$3.6M +33,812 +88%
SHIM
242
Stone House Investment Management
Pennsylvania
$7.65M +$3.93K +37 +0.1%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$7.55M -$4.28M -40,293 -36%
GC
244
Guggenheim Capital
Illinois
$7.47M -$150K -1,411 -2%
TFCP
245
Twin Focus Capital Partners
Massachusetts
$7.46M -$561K -5,275 -7%
HCM
246
Hudson Capital Management
New Jersey
$7.45M -$7.22M -67,319 Closed
CCM
247
Canal Capital Management
Virginia
$7.34M +$146K +1,375 +2%
RFO
248
RiverGlades Family Offices
Florida
$7.34M -$1.39M -13,114 -16%
TFF
249
The Family Firm
Maryland
$7.26M +$78.9K +742 +1%
MPPLM
250
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.21M +$188K +1,767 +3%
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