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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 %
ECM
376
Exchange Capital Management
Michigan
$2.56M +$50.7K +477 +2%
SSWM
377
Smith Salley Wealth Management
North Carolina
$2.56M -$1.12M -10,556 -30%
SCA
378
STALEY CAPITAL ADVISERS
Pennsylvania
$2.55M – – –
CAM
379
Crestone Asset Management
Colorado
$2.55M +$771K +7,255 +43%
QFA
380
Quattro Financial Advisors
Texas
$2.54M -$2.46M -23,128 -49%
BI
381
Ballast Inc
Kentucky
$2.54M -$8.4K -79 -0.3%
DIP
382
DT Investment Partners
Pennsylvania
$2.52M -$47.4M -446,016 -95%
FHC
383
First Heartland Consultants
Missouri
$2.51M +$127K +1,197 +5%
CGI
384
Cougar Global Investments
Ontario, Canada
$2.51M -$7.55K -71 -0.3%
TPWA
385
TRUE Private Wealth Advisors
Oregon
$2.5M -$925K -8,706 -27%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$2.5M -$516K -4,855 -17%
PHS
387
Pekin Hardy Strauss
Illinois
$2.48M -$517K -4,865 -17%
AIA
388
Affinity Investment Advisors
California
$2.48M – – –
MAM
389
Marquette Asset Management
Minnesota
$2.43M -$43.4K -408 -2%
CA
390
Commerzbank Aktiengesellschaft
Germany
$2.42M -$94.7K -891 -4%
HW
391
Hedeker Wealth
Illinois
$2.41M -$296K -2,783 -11%
AWM
392
Altavista Wealth Management
North Carolina
$2.39M +$55.6K +523 +2%
ADL
393
Asset Dedication LLC
California
$2.38M +$144K +1,352 +6%
FFBTD
394
First Financial Bank - Trust Division
Ohio
$2.35M +$130K +1,227 +6%
BRWA
395
B. Riley Wealth Advisors
Florida
$2.25M +$293K +2,753 +15%
CCA
396
Cobblestone Capital Advisors
New York
$2.25M +$802K +7,545 +56%
EK
397
Evensky & Katz
Florida
$2.19M +$19.1K +180 +0.9%
APA
398
American Portfolios Advisors
New York
$2.17M +$121K +1,142 +6%
BIA
399
Bigelow Investment Advisors
Maine
$2.16M -$263K -2,478 -11%
SI
400
Stephens Inc
Arkansas
$2.16M +$2.16M +20,268 New
14 15
16
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