AGG icon

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 %
BIA
626
BHK Investment Advisors
Alabama
$465K -$2.66K -25 -0.6%
F
627
Filament
Washington
$464K – – –
SYBT
628
Stock Yards Bank & Trust
Kentucky
$456K -$134K -1,264 -23%
CAMG
629
CWA Asset Management Group
Florida
$452K +$55.1K +518 +14%
DWM
630
Dakota Wealth Management
Florida
$446K +$147K +1,380 +49%
CBU
631
CIBC Bank USA
Illinois
$446K +$167K +1,574 +60%
SBH
632
Segall Bryant & Hamill
Illinois
$446K +$446K +4,192 New
PNAA
633
Pictet North America Advisors
Switzerland
$436K – – –
WI
634
Wintrust Investments
Illinois
$436K +$207K +1,944 +90%
FWM
635
Focused Wealth Management
New York
$430K – – –
LNB
636
Ledyard National Bank
$427K +$5.32K +50 +1%
LWA
637
Lenox Wealth Advisors
New York
$426K -$28.3K -266 -6%
GIM
638
Greenwich Investment Management
Connecticut
$425K +$425K +4,000 New
EFS
639
Essex Financial Services
Connecticut
$422K -$1.23M -11,582 -74%
SWP
640
Strategic Wealth Partners
Ohio
$421K -$277K -2,600 -40%
NFG
641
Next Financial Group
Texas
$402K -$1.15M -10,837 -74%
FPCP
642
Fort Point Capital Partners
California
$400K -$341K -3,206 -46%
EAM
643
Evanson Asset Management
California
$398K +$958 +9 +0.2%
CAM
644
Cubic Asset Management
Massachusetts
$398K +$37K +348 +10%
WF
645
Welch & Forbes
Massachusetts
$397K -$119K -1,116 -23%
JIP
646
Jaffetilchin Investment Partners
Florida
$397K -$12.5K -118 -3%
PCA
647
Personal Capital Advisors
California
$397K +$111K +1,040 +39%
SFP
648
Shepherd Financial Partners
Massachusetts
$396K -$90K -851 -19%
BB
649
Busey Bank
Illinois
$394K – – –
AF
650
Aldebaran Financial
$391K -$2.55K -24 -0.6%
24 25
26
27 28