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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
$4.1B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$2.2B
3
CSIA
Charles Schwab Investment Advisory
California
$329M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$216M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B

Top Sellers

1
AF
Allworth Financial
California
$76.7M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$180M
3
Jane Street
Jane Street
New York
$16.1M
4
UBS Group
UBS Group
Switzerland
$452M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
76
Bailard
California
$53.4M -$1.26M -11,823 -2%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$51.5M +$5.28M +49,692 +11%
BL
78
Balentine LLC
Georgia
$46.5M +$399K +3,751 +0.9%
SWM
79
SigFig Wealth Management
California
$45.2M +$13.2M +124,177 +41%
CAL
80
Capital Analysts LLC
Pennsylvania
$44.9M +$1.14M +10,714 +3%
RFC
81
Regions Financial Corp
Alabama
$44.2M -$16.8M -158,248 -28%
Citigroup
82
Citigroup
New York
$43.6M -$2.86M -26,917 -6%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$43.2M – – –
BAAM
84
Baker Avenue Asset Management
California
$42.4M +$1.42M +13,339 +3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$41.4M -$2.69M -25,266 -6%
MML Investors Services
86
MML Investors Services
Massachusetts
$40.7M -$7.69M -72,283 -16%
DDPOM
87
Delta Dental Plan of Michigan
Michigan
$40.7M +$13K +122 +0%
SMFG
88
Sumitomo Mitsui Financial Group
Japan
$40.5M -$2.84M -26,682 -7%
VCM
89
Verger Capital Management
North Carolina
$40.1M -$879K -8,264 -2%
Mariner
90
Mariner
Kansas
$39.4M +$53.9K +507 +0.1%
PI
91
PHH Investments
Texas
$39M +$393K +3,701 +1%
MAM
92
Meeder Asset Management
Ohio
$38.4M -$8.12M -76,365 -17%
SL
93
Summitry LLC
California
$38.4M -$410K -3,856 -1%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$38.1M -$5.39M -50,700 -12%
FHB
95
First Hawaiian Bank
Hawaii
$38M -$484K -4,551 -1%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$37.9M -$1.5M -14,084 -4%
SMM
97
Stadion Money Management
Georgia
$37.4M +$381K +3,579 +1%
AWS
98
AJ Wealth Strategies
New York
$37.1M +$3.22M +30,304 +10%
FBFS
99
First Business Financial Services
Wisconsin
$37M +$1.94M +18,223 +6%
WAM
100
Watermark Asset Management
California
$35.1M -$476K -4,476 -1%
2 3
4
5 6