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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 %
TNB
576
Thomasville National Bank
Georgia
$627K -$31.5K -296 -5%
BC
577
Burleson & Co
California
$624K -$2.2M -20,647 -78%
SCG
578
Sonata Capital Group
Washington
$619K – – –
WA
579
WealthTrust-Arizona
Arizona
$619K +$424K +3,986 +217%
AIM
580
Astor Investment Management
Illinois
$619K +$619K +5,824 New
KF
581
Krilogy Financial
Missouri
$618K -$17K -160 -3%
CWM
582
Cranbrook Wealth Management
Michigan
$611K -$123K -1,159 -17%
DP
583
DDD Partners
Washington
$610K -$10.1K -95 -2%
DAM
584
Delta Asset Management
Tennessee
$607K -$7.66K -72 -1%
BCP
585
Blue Chip Partners
Michigan
$605K +$272K +2,557 +82%
SCM
586
Stellar Capital Management
Arizona
$599K +$319 +3 +0.1%
PV
587
Private Vista
Illinois
$583K +$638 +6 +0.1%
VCM
588
Vivaldi Capital Management
Illinois
$582K -$25.9K -243 -4%
PIA
589
Peachtree Investment Advisors
Georgia
$582K -$12.9K -121 -2%
SFG
590
StrategIQ Financial Group
Indiana
$578K +$110K +1,037 +24%
SHWM
591
Smith & Howard Wealth Management
Georgia
$577K +$348K +3,276 +152%
CHA
592
Cedar Hill Associates
Illinois
$575K -$2.41M -22,694 -81%
RWM
593
RKL Wealth Management
Pennsylvania
$575K -$20.7K -195 -3%
WPC
594
White Pine Capital
Minnesota
$574K -$309K -2,900 -35%
SDWMA
595
Schneider Downs Wealth Management Advisors
Pennsylvania
$574K -$23.4K -220 -4%
ATFA
596
All Terrain Financial Advisors
Minnesota
$573K +$106 +1 +0%
MWM
597
Merriman Wealth Management
Washington
$573K +$851 +8 +0.1%
SWA
598
SFMG Wealth Advisors
Texas
$566K -$130K -1,220 -19%
CAM
599
Cidel Asset Management
Ontario, Canada
$560K -$41.5K -390 -7%
VIA
600
Vantage Investment Advisors
Pennsylvania
$557K +$45.8K +431 +9%
22 23
24
25 26