AGG icon

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 %
AWM
826
AllSquare Wealth Management
New York
$21K – – –
PFBT
827
Parkside Financial Bank & Trust
Missouri
$21K +$21K +195 New
RFM
828
Royal Fund Management
Florida
$19K +$19K +182 New
KJWM
829
Kiley Juergens Wealth Management
Washington
$18K +$18K +173 New
AA
830
AlphaMark Advisors
Kentucky
$17K – – –
OFW
831
Omnia Family Wealth
Florida
$17K +$2.2K +21 +15%
QCIG
832
Quad-Cities Investment Group
Iowa
$17K +$17K +160 New
NA
833
NewEdge Advisors
Louisiana
$17K -$284 -2,684 -2%
PK
834
Pflug Koory
Nebraska
$14K – – –
ME
835
McIlrath & Eck
Washington
$14K – – –
LA
836
Legacy Advisors
Pennsylvania
$14K – – –
BCP
837
Blackhawk Capital Partners
Wisconsin
$14K +$14K +129 New
EWM
838
Elmwood Wealth Management
California
$13.9K – – –
RFWA
839
RPg Family Wealth Advisory
Massachusetts
$13.1K +$1.28K +12 +11%
AA
840
Advisory Alpha
Michigan
$12K -$626 -6 -5%
SFG
841
SevenBridge Financial Group
Pennsylvania
$12K – – –
CB
842
Community Bank
New York
$11K -$61.1K -555 -85%
HR
843
Howe & Rusling
New York
$10K – – –
PWAG
844
Polaris Wealth Advisory Group
California
$9K -$208K -1,870 -96%
CTC
845
Central Trust Company
Missouri
$8K – – –
CWA
846
Clarus Wealth Advisors
Arizona
$8K +$8K +71 New
ST
847
Smithfield Trust
Pennsylvania
$7K -$689K -6,301 -99%
RBC
848
Roble Belko & Company
Pennsylvania
$7K – – –
BRC
849
Bell Rock Capital
Delaware
$7K +$7K +62 New
BFC
850
Bedel Financial Consulting
Indiana
$6K -$52.2K -531 -90%
32 33
34
35 36