AGG icon

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 %
KA
476
Kovack Advisors
Florida
$1.29M -$2.94M -27,616 -70%
WWM
477
Willingdon Wealth Management
North Carolina
$1.28M +$245K +2,305 +24%
BCM
478
Brookstone Capital Management
Illinois
$1.28M -$303K -2,847 -19%
AIP
479
Ameritas Investment Partners
Nebraska
$1.27M -$15K -141 -1%
BFC
480
Blue Fin Capital
Rhode Island
$1.25M +$14.9K +140 +1%
AG
481
AlphaSimPlex Group
Massachusetts
$1.22M +$319K +3,002 +35%
AII
482
AGF Investments Inc
Ontario, Canada
$1.22M -$61.9K -582 -5%
SMC
483
Smith, Moore & Co
Missouri
$1.21M +$31.4K +295 +3%
A
484
AdvicePeriod
California
$1.21M +$289K +2,715 +31%
QA
485
Quantitative Advantage
Minnesota
$1.19M -$5.42K -51 -0.5%
TA
486
Townsend & Associates
Colorado
$1.19M +$376K +3,536 +46%
WSFS
487
Wilmington Savings Fund Society
Delaware
$1.18M -$144K -1,351 -11%
TCM
488
Traynor Capital Management
Pennsylvania
$1.15M -$127K -1,199 -10%
TNBTD
489
Trustmark National Bank Trust Department
Mississippi
$1.14M -$145K -1,365 -11%
MHS
490
M Holdings Securities
Oregon
$1.14M -$96.9K -912 -8%
MIAN
491
Mariner Independent Advisor Network
Kansas
$1.14M -$701K -6,596 -38%
EAMA
492
EFG Asset Management (Americas)
Florida
$1.13M +$534K +5,022 +89%
CCM
493
Colorado Capital Management
Colorado
$1.13M +$103K +964 +10%
RIA
494
Regal Investment Advisors
Michigan
$1.13M -$320K -3,015 -22%
FIB
495
First Interstate Bank
Montana
$1.11M +$9.04K +85 +0.8%
FT
496
Fiduciary Trust
Massachusetts
$1.11M -$76.2K -717 -6%
AWA
497
Arete Wealth Advisors
Illinois
$1.11M +$25.8K +243 +2%
BOTW
498
Bank of the West
California
$1.09M -$270K -2,540 -20%
IWM
499
IHT Wealth Management
Illinois
$1.08M +$842K +7,914 +353%
CFN
500
Cordasco Financial Network
Florida
$1.08M -$69.7K -655 -6%
18 19
20
21 22