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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 %
FAN
451
Financial Advisors Network
California
$1.52M +$1.52M +14,300 New
BA
452
Ballew Advisors
Mississippi
$1.51M +$706K +6,638 +88%
PAM
453
Peak Asset Management
Colorado
$1.51M -$95.1K -894 -6%
JA
454
JOYN Advisors
Georgia
$1.5M +$202K +1,901 +16%
BJL
455
Brighton Jones LLC
Washington
$1.49M -$67.3K -633 -4%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$1.49M +$303K +2,847 +26%
ACM
457
AlphaStar Capital Management
North Carolina
$1.48M -$1.73M -16,237 -54%
FNBOO
458
First National Bank of Omaha
Nebraska
$1.47M -$1.42M -13,360 -49%
JGUA
459
John G. Ullman & Associates
New York
$1.46M +$21.9K +206 +2%
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$367K -3,448 -20%
DBRC
461
D.B. Root & Company
Pennsylvania
$1.44M -$76.6K -720 -5%
GP
462
Girard Partners
Pennsylvania
$1.44M -$1.18M -11,130 -45%
FIM
463
Freedom Investment Management
Connecticut
$1.42M +$671K +6,310 +89%
GW
464
GW & Wade
Massachusetts
$1.4M -$904K -8,505 -39%
SEI Investments
465
SEI Investments
Pennsylvania
$1.4M +$984K +9,253 +236%
TL
466
TrueWealth LLC
Georgia
$1.37M +$54.5K +513 +4%
FHA
467
Flagship Harbor Advisors
Massachusetts
$1.37M +$401K +3,769 +41%
HCM
468
Horan Capital Management
Maryland
$1.34M +$1.34M +12,578 New
EWM
469
Evercore Wealth Management
New York
$1.34M +$46.3K +435 +4%
LI
470
LVZ Inc
Michigan
$1.32M -$74.1K -697 -5%
PCA
471
Providence Capital Advisors
North Carolina
$1.32M +$93.9K +883 +8%
MA
472
Mutual Advisors
Nebraska
$1.31M -$31.6K -297 -2%
CIA
473
Capital Investment Advisors
Georgia
$1.3M -$80.7K -759 -6%
PA
474
Parallel Advisors
California
$1.29M -$331K -3,120 -20%
TC
475
Trust Company
Kansas
$1.29M -$35.8M -337,066 -97%
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