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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 %
CWM
301
Cornerstone Wealth Management
Missouri
$4.72M +$4.68M +496,197 +11,664%
MCM
302
Makena Capital Management
California
$4.71M -$334K -3,142 -7%
LNC
303
Lincoln National Corp
Pennsylvania
$4.64M +$516K +4,855 +13%
ACP
304
Aveo Capital Partners
Colorado
$4.63M -$577K -5,431 -11%
PCA
305
Peddock Capital Advisors
Massachusetts
$4.62M +$80.6K +758 +2%
FA
306
Fortis Advisors
Pennsylvania
$4.54M +$15.7K +148 +0.3%
OC
307
Oppenheimer & Co
New York
$4.53M -$3.51M -33,002 -44%
LW
308
Linscomb Wealth
Texas
$4.52M +$106 +1 +0%
CL
309
Cabana LLC
Arkansas
$4.47M +$4.47M +42,045 New
PFT
310
Providence First Trust
Arizona
$4.44M -$60.8K -572 -1%
HI
311
Hudock Inc
Pennsylvania
$4.44M +$110K +1,035 +3%
RIM
312
Redwood Investment Management
Arizona
$4.42M +$427K +4,020 +11%
FCT
313
Family Capital Trust
Massachusetts
$4.41M -$128K -1,204 -3%
CCP
314
Cardan Capital Partners
Colorado
$4.4M +$47.5K +447 +1%
BBA
315
BLB&B Advisors
Pennsylvania
$4.37M +$319K +3,002 +8%
CCM
316
Coldstream Capital Management
Washington
$4.35M +$148K +1,392 +4%
BAS
317
Brown Advisory Securities
Maryland
$4.33M -$383K -3,603 -8%
AllianceBernstein
318
AllianceBernstein
Tennessee
$4.27M -$958K -9,014 -18%
FIA
319
Foundations Investment Advisors
Arizona
$4.24M +$4.24M +39,856 New
C
320
Clearshares
New York
$4.19M -$17.1K -161 -0.4%
SP
321
Sarasin & Partners
United Kingdom
$4.15M +$4.15M +39,003 New
VCM
322
Virtue Capital Management
Tennessee
$4.11M +$350K +3,294 +9%
JIR
323
James Investment Research
Ohio
$4.08M -$261K -2,453 -6%
BAC
324
Boys Arnold & Co
North Carolina
$4.05M +$436K +4,100 +12%
HCM
325
Hollencrest Capital Management
California
$4.04M -$32.1K -302 -0.8%
11 12
13
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