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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
$4.1B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$2.2B
3
CSIA
Charles Schwab Investment Advisory
California
$329M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$216M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B

Top Sellers

1
AF
Allworth Financial
California
$76.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$180M
3
Jane Street
Jane Street
New York
$16.1M
4
UBS Group
UBS Group
Switzerland
$452M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$180M -$200M -1,884,923 -53%
Prudential Financial
27
Prudential Financial
New Jersey
$173M -$67.7M -636,716 -28%
KeyBank National Association
28
KeyBank National Association
Ohio
$173M -$19.8M -185,998 -10%
Fidelity International
29
Fidelity International
Bermuda
$158M +$30.3M +285,284 +24%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$158M -$9.61M -90,371 -6%
Goldman Sachs
31
Goldman Sachs
New York
$157M -$7.15M -67,222 -4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$155M +$3.12M +29,392 +2%
DWM
33
Destination Wealth Management
California
$133M +$2.71M +25,536 +2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$122M +$5.79M +54,436 +5%
Betterment LLC
35
Betterment LLC
New York
$121M +$26.3M +247,148 +28%
SCM
36
SCS Capital Management
Massachusetts
$116M -$86.5M -813,759 -43%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$114M +$1.43M +13,445 +1%
TC
38
Toews Corporation
New Jersey
$113M +$113M +1,066,300 New
Deutsche Bank
39
Deutsche Bank
Germany
$111M +$44.1M +414,727 +66%
MLICM
40
Metropolitan Life Insurance Company (MetLife)
New York
$110M -$752K -7,070 -0.7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$109M +$3.82M +35,930 +4%
DADC
42
D.A. Davidson & Co
Montana
$106M +$4.27M +40,160 +4%
LMIM
43
Lockheed Martin Investment Management
Maryland
$99.4M +$2.13M +20,000 +2%
EA
44
Efficient Advisors
Ohio
$95.6M +$707K +6,653 +0.7%
SB
45
Suntrust Banks
Georgia
$95.4M -$12M -112,742 -11%
SBL
46
Sargent Bickham Lagudis
Colorado
$84.1M -$3.09M -29,058 -4%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$83M +$17.2M +161,407 +26%
Stifel Financial
48
Stifel Financial
Missouri
$82.7M +$14.6M +137,237 +21%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.4M +$1.54M +14,475 +2%
AF
50
Allworth Financial
California
$76.7M -$314M -2,949,579 -80%
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