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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 %
WA
801
WP Advisors
California
$49K +$49K +460 New
BCA
802
Bray Capital Advisors
Florida
$43K – – –
HCM
803
Horrell Capital Management
Arkansas
$43K +$43K +400 New
IAS
804
INR Advisory Services
Pennsylvania
$38K – – –
MFW
805
Mosaic Family Wealth
Missouri
$38K +$23.5K +219 +162%
PCP
806
Proficio Capital Partners
Massachusetts
$36K -$33.4K -313 -48%
MWM
807
MinichMacGregor Wealth Management
New York
$35K -$18.8K -181 -35%
BAMG
808
Brand Asset Management Group
Missouri
$35K +$35K +326 New
SFSIG
809
San Francisco Sentry Investment Group
California
$33K -$440K -4,093 -93%
BBA
810
Braun-Bostich & Associates
Pennsylvania
$31K -$772K -7,342 -96%
SMFS
811
Squar Milner Financial Services
California
$31K +$31K +289 New
WTB
812
Washington Trust Bank
Washington
$29K – – –
WAS
813
Winch Advisory Services
Wisconsin
$29K – – –
MIM
814
Macroview Investment Management
Maryland
$28K -$58.9K -545 -68%
FCFS
815
First Command Financial Services
Texas
$28K – – –
FCB
816
First Command Bank
Texas
$28K – – –
IWMA
817
Ironwood Wealth Management (Arizona)
Arizona
$28K +$28K +264 New
SA
818
SRH Advisors
Kansas
$27K -$74K -685 -73%
SNT
819
Security National Trust
West Virginia
$27K – – –
SIS
820
Sound Income Strategies
Florida
$24K -$46.9K -434 -66%
MIFH
821
Migdal Insurance & Financial Holdings
Israel
$24K – – –
GWS
822
Glassman Wealth Services
Virginia
$23K – – –
GTAM
823
Global Trust Asset Management
Florida
$22K -$75.3K -715 -77%
DBT
824
Dubuque Bank & Trust
Iowa
$21K -$1.36K -13 -6%
HDIM
825
Hanson & Doremus Investment Management
Vermont
$21K – – –
31 32
33
34 35