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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 %
G
501
GenTrust
Florida
$1.06M – – –
IWC
502
Integrated Wealth Concepts
Massachusetts
$1.04M -$27.1K -256 -3%
Fiera Capital (Canada)
503
Fiera Capital (Canada)
Quebec, Canada
$1.03M -$98.7K -928 -9%
CM
504
Cornerstone Management
Georgia
$1M -$18.5K -174 -2%
SCA
505
SMH Capital Advisors
Texas
$990K +$55.1K +518 +6%
LFG
506
Larson Financial Group
Missouri
$984K -$53K -498 -5%
PA
507
Pinnacle Associates
New York
$978K -$91.5K -861 -9%
SFM
508
Signature Financial Management
Virginia
$967K -$42.3M -398,541 -98%
CGL
509
Clarius Group LLC
Washington
$963K +$545K +5,123 +130%
CFG
510
Citizens Financial Group
Rhode Island
$939K – – –
CF
511
Centaurus Financial
California
$939K +$653K +6,144 +229%
SCA
512
Snowden Capital Advisors
New York
$933K -$47.2K -444 -5%
Nomura Asset Management
513
Nomura Asset Management
Japan
$928K +$928K +8,730 New
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$925K -$162K -1,521 -15%
Retirement Systems of Alabama
515
Retirement Systems of Alabama
Alabama
$925K – – –
FC
516
FCA Corp
Texas
$920K +$235K +2,210 +34%
CA
517
Cambridge Advisors
Nebraska
$919K – – –
BWP
518
BSW Wealth Partners
Colorado
$917K -$369K -3,475 -29%
CW
519
CreativeOne Wealth
Kansas
$916K -$289K -2,715 -24%
GCA
520
Gradient Capital Advisors
California
$909K -$136K -1,276 -13%
EWF
521
Epstein & White Financial
California
$904K -$1.21M -11,342 -57%
ATC
522
Argent Trust Co
Tennessee
$886K +$44.5K +419 +5%
HPC
523
Hobart Private Capital
North Carolina
$882K +$397K +3,734 +82%
SCM
524
Stordahl Capital Management
Colorado
$878K -$3.72K -35 -0.4%
RCS
525
Retirement Capital Strategies
California
$873K +$648K +6,094 +288%
19 20
21
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