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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 %
DPI
401
Diversified Portfolios Inc
Michigan
$2.15M -$136K -1,278 -6%
DCM
402
Dimension Capital Management
Florida
$2.14M – – –
WS
403
Wedbush Securities
California
$2.14M +$155K +1,460 +8%
CAN
404
Claraphi Advisory Network
United States
$2.14M +$247K +2,318 +13%
BWM
405
BerganKDV Wealth Management
Minnesota
$2.13M +$343K +3,223 +19%
ALIONA
406
Allianz Life Insurance of North America
Minnesota
$2.08M -$48.5K -456 -2%
LFS
407
Lutz Financial Services
Nebraska
$2.06M +$1.39M +13,039 +207%
CI
408
CX Institutional
Indiana
$2.05M +$2.05M +19,316 New
CDIA
409
Capital Directions Investment Advisors
Georgia
$2.05M +$425K +3,996 +26%
PP
410
PagnatoKarp Partners
Virginia
$2.03M +$560K +5,264 +38%
SMDAM
411
Sumitomo Mitsui DS Asset Management
Japan
$2.03M +$33K +310 +2%
GT
412
Greenleaf Trust
Michigan
$2.03M +$1.59M +14,953 +364%
Nomura Holdings
413
Nomura Holdings
Japan
$2.02M -$94.1M -885,400 -98%
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$2M +$381K +3,587 +24%
PWM
415
Paulson Wealth Management
Illinois
$1.98M -$116K -1,090 -6%
ACP
416
Aviance Capital Partners
Florida
$1.96M +$355K +3,342 +22%
TIM
417
Total Investment Management
Arizona
$1.93M +$44.3K +417 +2%
GRP
418
Global Retirement Partners
California
$1.92M +$591K +5,553 +44%
JWS
419
Juncture Wealth Strategies
Arizona
$1.92M -$87.8K -826 -4%
KL
420
KWMG LLC
Kansas
$1.89M -$27.3K -257 -1%
FPS
421
Fieldpoint Private Securities
Connecticut
$1.86M +$856K +8,050 +85%
EIA
422
Eldridge Investment Advisors
New Hampshire
$1.85M +$45.5K +429 +3%
SBA
423
Secrest Blakey & Associates
North Carolina
$1.83M +$54.5K +513 +3%
IIC
424
Integrated Investment Consultants
Michigan
$1.81M -$74.5K -701 -4%
First Trust Advisors
425
First Trust Advisors
Illinois
$1.81M +$311K +2,922 +21%
15 16
17
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