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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 %
OWM
551
Orgel Wealth Management
Wisconsin
$744K +$226K +2,127 +44%
BC
552
Burney Company
Virginia
$742K +$134K +1,265 +22%
PAM
553
Palisade Asset Management
Minnesota
$733K +$79.4K +747 +12%
PWM
554
Perigon Wealth Management
California
$732K +$628K +5,902 +602%
JCM
555
Janney Capital Management
Pennsylvania
$720K -$45.1K -424 -6%
SWM
556
Stockman Wealth Management
Montana
$720K +$20.7K +195 +3%
B
557
Bridgeworth
Alabama
$717K -$15.7K -148 -2%
DWM
558
Doyle Wealth Management
Florida
$714K +$714K +6,715 New
SIA
559
Starfire Investment Advisers
Michigan
$706K -$215K -2,022 -23%
EWM
560
Empirical Wealth Management
Washington
$701K -$107K -1,010 -13%
WPA
561
West Paces Advisors
Georgia
$699K -$90.9K -855 -12%
CAGAS
562
Capital Advisory Group Advisory Services
Minnesota
$691K -$18.7K -175 -3%
FWM
563
Frontier Wealth Management
Missouri
$682K – – –
NCM
564
New Capital Management
Texas
$682K +$66.1K +683 +11%
RA
565
Rational Advisors
New York
$677K +$327K +3,081 +94%
AIA
566
Avalon Investment & Advisory
Texas
$663K – – –
AFP
567
Ausdal Financial Partners
Iowa
$661K +$81.1K +763 +14%
BMCM
568
Bryn Mawr Capital Management
Pennsylvania
$660K -$161K -1,512 -20%
SC
569
Slow Capital
California
$660K -$139K -1,311 -17%
DC
570
Davenport & Co
Virginia
$660K -$37.8K -356 -5%
VA
571
Valmark Advisers
Ohio
$656K -$42.3K -398 -6%
HTC
572
Haverford Trust Company
Pennsylvania
$655K – – –
CAM
573
Concorde Asset Management
Michigan
$647K +$1.59K +15 +0.2%
GIP
574
Greatmark Investment Partners
Georgia
$646K +$7.97K +75 +1%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$635K -$48.2K -454 -7%
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