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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 %
GFPC
126
Global Financial Private Capital
Florida
$23.5M +$6.19M +58,219 +36%
CA
127
Cetera Advisors
Colorado
$23M +$131K +1,228 +0.6%
Truist Financial
128
Truist Financial
North Carolina
$21.9M -$616K -5,797 -3%
RJT
129
Raymond James Trust
Florida
$21.8M +$344K +3,235 +2%
EIG
130
Ellenbecker Investment Group
Wisconsin
$21.3M -$42.8K -403 -0.2%
Franklin Resources
131
Franklin Resources
California
$21.1M -$1.78M -16,783 -8%
BFA
132
Beaumont Financial Advisors
Massachusetts
$21M +$508K +4,776 +2%
LF
133
Lee Financial
Texas
$20.4M -$207K -1,951 -1%
IA
134
IFP Advisors
Florida
$19.9M -$1.9M -17,832 -9%
MA
135
MUFG Americas
New York
$19.7M -$323K -3,039 -2%
AA
136
Alesco Advisors
New York
$19.5M +$1.67M +15,682 +9%
HFS
137
HL Financial Services
Kentucky
$19.2M +$845K +7,946 +5%
BIAS
138
Beacon Investment Advisory Services
New Jersey
$18.9M -$7.31M -68,790 -28%
GWM
139
Geneos Wealth Management
Colorado
$18.7M -$1.78M -16,746 -9%
SWP
140
Stratos Wealth Partners
Ohio
$18.4M -$9.24M -86,878 -33%
FHA
141
First Horizon Advisors
Tennessee
$18.4M -$16.3M -153,677 -47%
TCM
142
Towercrest Capital Management
Pennsylvania
$18.1M +$92.5K +870 +0.5%
FI
143
FormulaFolio Investments
Michigan
$17.9M -$61.8M -581,243 -78%
JWA
144
JFS Wealth Advisors
Pennsylvania
$17.6M +$728K +6,849 +4%
FWIA
145
Fort Washington Investment Advisors
Ohio
$17.5M +$17.5M +164,933 New
FA
146
FC Advisory
Pennsylvania
$17.4M +$3.62K +34 +0%
AWA
147
ARS Wealth Advisors
Florida
$17.3M -$1.92M -18,095 -10%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$17M +$7.35M +69,100 +76%
KP
149
Keel Point
Alabama
$17M +$969K +9,115 +6%
NC
150
NewSquare Capital
Pennsylvania
$16.5M -$25.2M -237,366 -60%
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