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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
$4.1B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$2.2B
3
CSIA
Charles Schwab Investment Advisory
California
$329M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$216M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B

Top Sellers

1
AF
Allworth Financial
California
$76.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$180M
3
Jane Street
Jane Street
New York
$16.1M
4
UBS Group
UBS Group
Switzerland
$452M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cambridge Associates
Massachusetts
$76.6M +$52.8M +496,935 +222%
HHGA
52
Halbert Hargrove Global Advisors
California
$75.7M +$2.5M +23,472 +3%
1CP
53
1607 Capital Partners
Virginia
$74.3M -$27.8M -261,675 -27%
MFM
54
MD Financial Management
Ontario, Canada
$71.9M -$21.5M -201,904 -23%
CWM
55
Cahaba Wealth Management
Georgia
$71.5M +$2.45M +23,030 +4%
MBT
56
Monroe Bank & Trust
Michigan
$71M +$3.77M +35,439 +6%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$71M +$46M +433,115 +185%
FA
58
FDx Advisors
Illinois
$68.1M -$31.1M -292,904 -31%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$67.4M -$15.7M -147,230 -19%
BTS
60
BB&T Securities
Virginia
$65.5M -$308K -2,900 -0.5%
MA
61
MCF Advisors
Kentucky
$64.9M -$6.35M -59,692 -9%
MSA
62
Mason Street Advisors
Wisconsin
$64.5M +$13.4M +125,630 +26%
RW
63
Rand Wealth
Maryland
$64.2M -$772K -7,258 -1%
ZIM
64
Zacks Investment Management
Illinois
$63.2M +$319K +3,004 +0.5%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$62.1M +$7.21M +67,807 +13%
AG
66
Advisor Group
Arizona
$61.4M -$1.07M -10,073 -2%
CHP
67
Cable Hill Partners
Oregon
$60M +$3.45M +32,430 +6%
BC
68
Brinker Capital
Pennsylvania
$58.9M +$293K +2,758 +0.5%
TCM
69
Twele Capital Management
Minnesota
$56.7M +$57.4K +540 +0.1%
AF
70
Alerus Financial
North Dakota
$56.6M +$489K +4,600 +0.9%
CFIA
71
Cantor Fitzgerald Investment Advisors
New York
$56.4M -$1.89M -17,803 -3%
SIM
72
Sigma Investment Management
Oregon
$56.2M +$1.28M +12,049 +2%
CS
73
Credit Suisse
Switzerland
$54.8M +$37.7M +355,048 +222%
CTB
74
Country Trust Bank
Illinois
$54.8M +$2.33M +21,890 +4%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$54.4M +$18.3M +171,848 +51%
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