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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 %
HPWM
701
Highland Private Wealth Management
Washington
$271K +$271K +2,551 New
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$270K -$106K -998 -28%
Neuberger Berman Group
703
Neuberger Berman Group
New York
$270K -$10K -94 -4%
SBIA
704
Sheaff Brock Investment Advisors
Indiana
$266K -$13.3K -125 -5%
NGA
705
Naples Global Advisors
Florida
$265K -$106K -1,000 -29%
KFGK
706
Keystone Financial Group (Kentucky)
Kentucky
$261K -$35.1K -331 -12%
RI
707
Ridgewood Investments
New Jersey
$261K -$7.54K -71 -3%
FPFS
708
First Personal Financial Services
North Carolina
$261K – – –
RWA
709
River Wealth Advisors
Pennsylvania
$260K -$352K -3,310 -57%
BFG
710
Beacon Financial Group
Texas
$257K – – –
PWM
711
Patriot Wealth Management
Texas
$257K – – –
TIM
712
Tortoise Investment Management
New York
$256K -$114K -1,073 -31%
TFA
713
Toth Financial Advisory
Virginia
$256K -$34.5K -325 -12%
PCG
714
Private Capital Group
Connecticut
$250K +$636 +6 +0.3%
ACG
715
Allen Capital Group
Nebraska
$244K +$39K +367 +19%
HFA
716
Huber Financial Advisors
Illinois
$243K -$2.66K -25 -1%
AF
717
Advisornet Financial
Minnesota
$239K -$49.6K -467 -17%
MWA
718
MFA Wealth Advisors
Pennsylvania
$239K +$239K +2,253 New
CB
719
CNB Bank
Pennsylvania
$236K -$521K -4,888 -69%
THWM
720
Taylor Hoffman Wealth Management
Virginia
$236K -$2.02K -19 -0.8%
JRP
721
Jasper Ridge Partners
California
$231K +$1.59K +15 +0.7%
APP
722
Avantax Planning Partners
Iowa
$230K -$1.36M -12,870 -86%
MWM
723
Meridian Wealth Management
Kentucky
$229K +$229K +2,152 New
AIM
724
Advantage Investment Management
Iowa
$227K -$224K -2,107 -50%
NB
725
NBT Bank
New York
$226K -$115K -1,081 -34%
27 28
29
30 31