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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 %
SAMC
676
Spectrum Asset Management (Connecticut)
Connecticut
$313K +$78K +733 +33%
RIM
677
Rampart Investment Management
Connecticut
$310K +$3.51K +33 +1%
SFWA
678
Summit Financial Wealth Advisors
Louisiana
$309K – – –
MI
679
Moneywise Inc
Virginia
$304K +$18.8K +177 +7%
CIC
680
Carnegie Investment Counsel
Ohio
$303K -$29.2K -275 -9%
FWM
681
FFT Wealth Management
Pennsylvania
$302K – – –
Rockefeller Capital Management
682
Rockefeller Capital Management
New York
$302K – – –
FNT
683
First National Trust
Pennsylvania
$300K +$68.8K +647 +30%
FEG
684
Fund Evaluation Group
Ohio
$299K +$16.9K +159 +6%
VFA
685
Valeo Financial Advisors
Indiana
$295K +$111K +1,043 +60%
GJIC
686
Gamble Jones Investment Counsel
California
$291K -$48K -452 -14%
NSIM
687
North Star Investment Management
Illinois
$291K -$26.5K -249 -8%
CFA
688
Carroll Financial Associates
North Carolina
$288K +$4.57K +43 +2%
Bessemer Group
689
Bessemer Group
New Jersey
$288K +$123K +1,154 +74%
VAM
690
Verity Asset Management
North Carolina
$287K +$7.45K +70 +3%
TC
691
Telemus Capital
Michigan
$284K +$8.29K +78 +3%
W
692
Wealthfront
California
$283K +$283K +2,666 New
RFA
693
Reilly Financial Advisors
California
$281K +$1.28K +12 +0.5%
SB
694
Simmons Bank
Arkansas
$281K +$281K +2,645 New
WI
695
Wedgewood Investors
Pennsylvania
$280K – – –
BJ
696
Brouwer & Janachowski
California
$277K -$22.3K -210 -7%
CCMG
697
Clark Capital Management Group
Pennsylvania
$276K -$6.39K -60 -2%
GT
698
Glenview Trust
Kentucky
$273K – – –
AFC
699
AFT Forsyth & Company
Florida
$273K – – –
GCA
700
Guardian Capital Advisors
Ontario, Canada
$271K -$26.6K -250 -9%
26 27
28
29 30