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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 %
HCA
601
Harbour Capital Advisors
Virginia
$557K +$65.2K +615 +13%
FA
602
Fagan Associates
New York
$555K -$15.3K -144 -3%
ACM
603
Advisors Capital Management
New Jersey
$552K +$552K +5,194 New
BWAM
604
Boyd Watterson Asset Management
Ohio
$548K – – –
AWM
605
Avondale Wealth Management
Texas
$529K +$46.6K +438 +10%
LJAC
606
L.J. Altfest & Co
New York
$520K -$18.8K -177 -3%
BCM
607
Brookmont Capital Management
Texas
$518K – – –
PG
608
Patten Group
Tennessee
$509K -$67.3K -633 -12%
AFIA
609
America First Investment Advisors
Nebraska
$503K +$89K +837 +21%
PAG
610
Pinnacle Advisory Group
Maryland
$503K +$136K +1,277 +37%
MCM
611
McMillion Capital Management
North Carolina
$501K +$501K +4,712 New
CB
612
Chemical Bank
Michigan
$498K +$16.3K +153 +3%
OCG
613
Opus Capital Group
Ohio
$497K -$6.91K -65 -1%
FAM
614
Foothills Asset Management
Arizona
$495K – – –
PSUF
615
People's United Financial
Connecticut
$492K +$6.48K +61 +1%
SFSG
616
Stearns Financial Services Group
North Carolina
$490K -$117K -1,103 -19%
KCM
617
Karp Capital Management
California
$486K – – –
AFM
618
Andesa Financial Management
Pennsylvania
$486K +$1.17K +11 +0.2%
GWM
619
Greenwich Wealth Management
Connecticut
$483K – – –
GC
620
Grimes & Company
Massachusetts
$482K +$191K +1,799 +66%
BCA
621
Bay Colony Advisors
Massachusetts
$478K +$478K +4,496 New
MIM
622
MetLife Investment Management
New Jersey
$470K – – –
CSM
623
CAMG Solamere Management
North Carolina
$468K -$376K -3,530 -45%
SFS
624
Summit Financial Strategies
Ohio
$467K -$5.63K -53 -1%
FCBT
625
First Citizens Bank & Trust
North Carolina
$466K -$72.8K -685 -14%
23 24
25
26 27