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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 %
1IA
751
1834 Investment Advisors
Wisconsin
$170K -$56.3K -529 -25%
AOWM
752
Alpha Omega Wealth Management
Virginia
$167K – – –
Lazard Asset Management
753
Lazard Asset Management
New York
$164K -$165K – –
GEA
754
Glen Eagle Advisors
New Jersey
$161K +$12.9K +121 +9%
SWM
755
SeaCrest Wealth Management
New York
$161K -$8.18K -77 -5%
CCA
756
Catalyst Capital Advisors
New York
$159K – – –
MPWT
757
MassMutual Private Wealth & Trust
Connecticut
$155K – – –
S
758
SignatureFD
Georgia
$154K +$1.81K +17 +1%
PGWM
759
Parisi Gray Wealth Management
New Jersey
$147K -$25K -235 -15%
MP
760
Manifold Partners
California
$142K +$142K +133,700 New
FCMT
761
Founders Capital Management (Texas)
Texas
$138K -$41.9K -395 -23%
WWM
762
Wagner Wealth Management
South Carolina
$138K +$31.5K +296 +30%
SFC
763
SYM Financial Corp
Indiana
$130K -$35K -328 -21%
LFA
764
Legacy Financial Advisors
Kentucky
$130K – – –
MGI
765
MayTech Global Investments
New York
$128K +$64K +600 +100%
NL
766
NVWM LLC
Pennsylvania
$126K -$234K -2,201 -65%
AC
767
Avestar Capital
New York
$123K +$75K +707 +156%
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$121K +$81.5K +768 +206%
CHC
769
City Holding Co
West Virginia
$118K -$8.6K -81 -7%
CA
770
Crewe Advisors
Utah
$116K – – –
DSC
771
Duncker Streett & Co
Missouri
$114K – – –
OWA
772
One Wealth Advisors
California
$110K – – –
TC
773
Trilogy Capital
California
$108K +$28.7K +270 +36%
FANJ
774
Financial Architects (New Jersey)
New Jersey
$98K +$16.7K +157 +21%
CAC
775
Certified Advisory Corp
Florida
$93K +$634 +6 +0.7%
29 30
31
32 33