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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 %
HT
776
Heritage Trust
Oklahoma
$92K – – –
IWP
777
Icon Wealth Partners
Texas
$91K +$91K +860 New
CCM
778
Covington Capital Management
California
$85K – – –
OIA
779
OneDigital Investment Advisors
Kansas
$82K -$46.3K -433 -36%
WC
780
Westwind Capital
New Mexico
$80K +$6.35K +60 +9%
RWA
781
Ropes Wealth Advisors
Massachusetts
$78K +$78K +733 New
MWM
782
Mascoma Wealth Management
New Hampshire
$77K -$2.44M -23,028 -97%
BWL
783
Bogart Wealth LLC
Virginia
$77K +$70.6K +668 +1,095%
AWA
784
Artemis Wealth Advisors
New York
$76.6K -$181K -1,700 -70%
BAM
785
Barrett Asset Management
New York
$75K -$31.9K -300 -30%
SFM
786
Signet Financial Management
New Jersey
$75K +$71.3K +669 +1,911%
OC
787
Oakworth Capital
Alabama
$68K +$10.7K +100 +19%
FDCDDQ
788
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.1K -$201K -1,887 -75%
LGWM
789
Litman Gregory Wealth Management
California
$66K -$66.5K -628 -50%
CCM
790
Cribstone Capital Management
Maine
$66K – – –
AWA
791
Acorn Wealth Advisors
Michigan
$65K +$319 +3 +0.5%
HIIFS
792
Harel Insurance Investments & Financial Services
Israel
$64K -$203K -1,900 -76%
GBBWRPM
793
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$64K -$55.7K -527 -47%
CPIG
794
Chicago Partners Investment Group
Illinois
$64K +$8.88K +83 +16%
CAL
795
Capital Advisors Ltd
Ohio
$61K -$378K -3,555 -86%
FGAM
796
Financial Gravity Asset Management
Texas
$61K +$51.4K +483 +537%
BHB
797
Bank Hapoalim BM
Israel
$56K – – –
PSC
798
Prentiss Smith & Co
Vermont
$55K – – –
GI
799
Gradient Investments
Minnesota
$51K -$32.3K -303 -39%
TDC
800
Thompson Davis & Co
Virginia
$50K +$13.5K +126 +37%
30 31
32
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