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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 %
WAM
726
Wealthspire Advisors (Maryland)
Maryland
$224K +$35.2K +331 +19%
KCM
727
Kendall Capital Management
Maryland
$224K +$224K +2,104 New
ACP
728
Arcus Capital Partners
Georgia
$221K +$1.49K +14 +0.7%
G
729
Gainplan
Michigan
$221K +$221K +2,079 New
CONA
730
Capital One National Association
New York
$217K – – –
IIA
731
IPG Investment Advisors
California
$213K +$213K +2,005 New
BW
732
Bison Wealth
Georgia
$213K – – –
MPIA
733
Mountain Pacific Investment Advisers
Idaho
$212K – – –
BFPW
734
BOK Financial Private Wealth
Colorado
$211K -$63.7K -599 -23%
KSA
735
Ken Stern & Associates
California
$210K +$210K +1,977 New
WAM
736
Weatherly Asset Management
California
$209K -$94.9K -892 -31%
CNB
737
Camden National Bank
Maine
$208K +$208K +1,960 New
RW
738
REDW Wealth
New Mexico
$205K – – –
TTWM
739
TCV Trust & Wealth Management
Virginia
$204K – – –
JCM
740
Jacobi Capital Management
Pennsylvania
$204K +$126K +1,186 +163%
BWA
741
Burt Wealth Advisors
Maryland
$203K -$16.2K -153 -7%
LWA
742
Lowe Wealth Advisors
Maryland
$202K -$44.6K -420 -18%
AC
743
Alexandria Capital
Virginia
$202K – – –
PO
744
Private Ocean
California
$201K -$1.04M -9,756 -84%
AIM
745
Arcadia Investment Management
Michigan
$199K – – –
FLI
746
Family Legacy Inc
South Carolina
$193K +$193K +1,818 New
TFO
747
Tarbox Family Office
California
$187K +$5.01K +47 +3%
SCM
748
Silvant Capital Management
Georgia
$186K – – –
CS
749
Credential Securities
$183K – – –
PFP
750
Pinnacle Financial Partners
Tennessee
$177K +$11.1K +104 +7%
28 29
30
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