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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 %
WCG
426
Wall Capital Group
Arizona
$1.81M +$112K +1,050 +7%
DAS
427
Dynamic Advisor Solutions
Arizona
$1.81M +$858K +8,074 +90%
CFG
428
CKW Financial Group
Hawaii
$1.8M -$248K -2,331 -12%
PI
429
PineBridge Investments
New York
$1.8M -$213K -2,000 -11%
NPT
430
Nixon Peabody Trust
Massachusetts
$1.8M +$1.4M +13,210 +360%
CC
431
Cedar Capital
Illinois
$1.79M +$394K +3,710 +28%
ACM
432
AUA Capital Management
Pennsylvania
$1.79M -$162K -1,525 -8%
State Street
433
State Street
Massachusetts
$1.78M -$47K -442 -3%
KWMG
434
King Wealth Management Group
Florida
$1.75M +$127K +1,194 +8%
AIM
435
Anchor Investment Management
South Carolina
$1.75M -$35.2K -331 -2%
MWPCG
436
Measured Wealth Private Client Group
New Hampshire
$1.74M +$1.74M +16,372 New
KFC
437
Klingenstein Fields & Co
New York
$1.73M -$1.06K -10 -0.1%
HFP
438
Holistic Financial Partners
Indiana
$1.7M -$305K -2,869 -15%
KWM
439
Kingsview Wealth Management
Oregon
$1.69M -$317K -2,985 -16%
FC
440
Financial Consulate
Maryland
$1.68M – – –
DC
441
DeDora Capital
California
$1.66M -$176K -1,653 -10%
PTC
442
Private Trust Company
Ohio
$1.65M +$212K +1,992 +15%
RCA
443
Rowland Carmichael Advisors
Arizona
$1.62M -$51.4K -483 -3%
HB
444
Homrich & Berg
Georgia
$1.6M +$54.6K +514 +4%
CT
445
CPF Texas
Texas
$1.58M +$1.58M +14,897 New
WCM
446
Wealthcare Capital Management
Virginia
$1.58M +$68.3K +642 +5%
TCB
447
Texas Capital Bancshares
Texas
$1.56M -$731K -6,877 -32%
WTC
448
WhitTier Trust Company
Nevada
$1.53M +$9.57K +90 +0.6%
LP
449
LGL Partners
Pennsylvania
$1.53M -$391K -3,678 -20%
NEPWA
450
New England Private Wealth Advisors
Massachusetts
$1.52M +$8.29K +78 +0.5%
16 17
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