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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 %
MCM
651
Monument Capital Management
Virginia
$387K +$387K +3,643 New
CC
652
Courier Capital
New York
$383K -$18.6K -175 -5%
BHBT
653
Burke & Herbert Bank & Trust
Virginia
$381K -$327K -3,078 -46%
OPA
654
Old Port Advisors
Maine
$380K +$380K +3,570 New
CCFCSB
655
Cape Cod Five Cents Savings Bank
Massachusetts
$379K -$53.2K -500 -12%
CAW
656
Cornerstone Advisors (Washington)
Washington
$376K +$2.55K +24 +0.7%
NWM
657
Northwest Wealth Management
Iowa
$372K -$107K -1,011 -22%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$372K -$7.44K -70 -2%
SSB
659
Sandy Spring Bank
Maryland
$368K -$86.5K -814 -19%
MCM
660
Mengis Capital Management
Oregon
$364K -$202K -1,907 -36%
CPA
661
Clear Perspective Advisors
Illinois
$364K – – –
CFD
662
Creative Financial Designs
Indiana
$362K +$5.75K +54 +2%
MFT
663
Moisand Fitzgerald Tamayo
Florida
$360K +$3.19K +30 +0.9%
ATC
664
Adirondack Trust Company
New York
$356K -$701K -6,590 -66%
BS
665
Boenning & Scattergood
Pennsylvania
$351K +$351K +3,301 New
RA
666
RFG Advisory
Alabama
$346K -$354K -3,330 -51%
ClearBridge Investments
667
ClearBridge Investments
New York
$346K +$4.15K +39 +1%
OC
668
Oarsman Capital
Wisconsin
$343K -$63.4K -596 -16%
LIM
669
Leavell Investment Management
Alabama
$343K +$17.5K +164 +5%
WIA
670
Wealthstreet Investment Advisors
Texas
$337K – – –
CCM
671
Coe Capital Management
Illinois
$334K – – –
WPC
672
Waters Parkerson & Co
Louisiana
$327K -$49.5K -465 -13%
BOS
673
Bingham Osborn & Scarborough
California
$327K -$15.9K -149 -5%
Koshinski Asset Management
674
Koshinski Asset Management
Illinois
$323K +$24.6K +231 +8%
UBG
675
United Bank (Georgia)
Georgia
$317K – – –
25 26
27
28 29