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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 %
SAS
876
Sage Advisory Services
Texas
– -$2.47M -23,043 Closed
BL
877
BFSG LLC
California
– -$2.35M -21,881 Closed
PCMC
878
Paragon Capital Management (Colorado)
Colorado
– -$2.19M -20,402 Closed
JAM
879
Jolley Asset Management
North Carolina
– -$2.1M -19,531 Closed
IFWM
880
Institute for Wealth Management
Colorado
– -$1.67M -15,702 Closed
BCM
881
BTC Capital Management
Iowa
– -$1.46M -13,599 Closed
SSWM
882
Sheets Smith Wealth Management
North Carolina
– -$1.4M -13,008 Closed
FCAG
883
First Capital Advisors Group
New Jersey
– -$820K -7,648 Closed
SA
884
SL Advisors
New Jersey
– -$549K -5,122 Closed
AT
885
Arden Trust
Delaware
– -$465K -4,340 Closed
LC
886
LCNB Corp
Ohio
– -$399K -3,719 Closed
SPI
887
Santori & Peters Inc
Pennsylvania
– -$366K -3,420 Closed
DG
888
Delek Group
Israel
– -$351K -3,272 Closed
RIG
889
RiverFront Investment Group
Virginia
– -$339K -3,162 Closed
IAA
890
Independent Advisor Alliance
North Carolina
– -$290K -3,001 Closed
GAG
891
GM Advisory Group
New York
– -$315K -2,938 Closed
SS
892
Sunbelt Securities
Texas
– -$301K -2,808 Closed
LFS
893
Legacy Financial Strategies
Kansas
– -$295K -2,748 Closed
NFG
894
Nations Financial Group
Iowa
– -$277K -2,582 Closed
AC
895
Abbrea Capital
California
– -$264K -2,462 Closed
ZB
896
Zions Bancorporation
Utah
– -$261K -2,432 Closed
BCM
897
Bluefin Capital Management
New York
– -$259K -2,412 Closed
Lido Advisors
898
Lido Advisors
California
– -$228K -2,134 Closed
PP
899
Palladium Partners
Virginia
– -$215K -2,003 Closed
MWAC
900
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$209K -1,951 Closed
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