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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 %
PFM
101
Phillips Financial Management
Indiana
$34.7M +$976K +9,204 +3%
SHGA
102
Sand Hill Global Advisors
California
$34.3M +$32.5M +305,655 +1,778%
JWM
103
Janiczek Wealth Management
Colorado
$33.5M +$29.7K +279 +0.1%
HighTower Advisors
104
HighTower Advisors
Illinois
$31.7M -$2.29M -21,569 -7%
DWA
105
Divergent Wealth Advisors
Utah
$31.4M +$621K +5,845 +2%
UBS AM
106
UBS AM
Illinois
$31.2M -$31.8M – –
UCFA
107
United Capital Financial Advisors
Texas
$31.1M -$1.25M -11,761 -4%
CG
108
Colony Group
Massachusetts
$30.9M +$6.12M +57,560 +25%
USAA
109
United Services Automobile Association
Texas
$30.5M -$27.5M -258,949 -47%
CAI
110
Capital Advisors Inc
Oklahoma
$29.3M +$29.3M +275,504 New
FAAS
111
First Allied Advisory Services
California
$28.3M +$3.88M +36,516 +16%
Boston Partners
112
Boston Partners
Massachusetts
$27.9M +$653K +6,139 +2%
FCH
113
Freestone Capital Holdings
Washington
$27M +$62.8K +591 +0.2%
EPP
114
ETF Portfolio Partners
Kansas
$27M +$824K +7,752 +3%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$26.6M +$1.57M +14,723 +6%
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$26.5M -$8.54M -80,304 -24%
LA
117
Leonetti & Associates
Illinois
$26.5M -$293K -2,757 -1%
BHWM
118
Bar Harbor Wealth Management
New Hampshire
$26.1M +$1.8M +16,922 +7%
WT
119
Whittier Trust
California
$25.9M -$2.06M -19,388 -7%
BF
120
BOK Financial
Oklahoma
$25.1M +$17.7M +166,280 +238%
Rafferty Asset Management
121
Rafferty Asset Management
New York
$24.9M -$21.3K -200 -0.1%
FAT
122
First American Trust
California
$24.8M +$1.06M +9,929 +4%
SFA
123
Sequoia Financial Advisors
Ohio
$24.3M +$430K +4,048 +2%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$24.2M +$1.62M +15,254 +7%
UR
125
USCA RIA
Texas
$23.9M -$249K -2,342 -1%
3 4
5
6 7