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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 %
TSS
526
Two Sigma Securities
New York
$872K -$2.31M -21,769 -73%
LFG
527
LifePlan Financial Group
Ohio
$865K +$1.17K +11 +0.1%
IP
528
Intellectus Partners
California
$840K +$185K +1,741 +28%
SG
529
StoneX Group
New York
$828K +$184K +1,727 +28%
EC
530
Estate Counselors
Wisconsin
$825K -$106K -1,000 -11%
CCM
531
Crabel Capital Management
California
$823K +$195K +1,832 +31%
SP
532
Successful Portfolios
Florida
$819K -$28.2K -265 -3%
AP
533
Advisors Preferred
Maryland
$819K +$819K +7,702 New
WP
534
WealthPLAN Partners
Nebraska
$813K +$117K +1,096 +17%
AIIMS
535
Analyst IMS Investment Management Services
Israel
$812K +$51.8K +488 +7%
SGCA
536
Steel Grove Capital Advisors
Tennessee
$800K -$99.5K -936 -11%
CMBA
537
C.M. Bidwell & Associates
Hawaii
$797K +$2.66K +25 +0.3%
GFP
538
Gryphon Financial Partners
Ohio
$797K +$11.5K +108 +1%
RTS
539
Round Table Services
New Jersey
$797K +$324K +3,047 +68%
CI
540
Cambiar Investors
Colorado
$796K -$24.4K -230 -3%
AL
541
Aspiriant LLC
California
$789K -$532K -5,001 -40%
NFG
542
NewFocus Financial Group
Washington
$789K +$16.5K +155 +2%
MCM
543
Maryland Capital Management
Maryland
$786K -$21.2K -199 -3%
BPB
544
Badgley, Phelps & Bell
Washington
$777K -$808K -7,604 -51%
BPC
545
Banque Pictet & Cie
Switzerland
$769K – – –
HWA
546
Heritage Wealth Advisors
Virginia
$766K +$298K +2,794 +64%
ML
547
McAdam LLC
Pennsylvania
$761K +$306K +2,875 +67%
TF
548
Tompkins Financial
New York
$760K – – –
SCM
549
Shelton Capital Management
Colorado
$757K -$44.3K -417 -6%
CFGF
550
Compass Financial Group (Florida)
Florida
$752K -$20.4K -192 -3%
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