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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 %
CA
151
Calton & Associates
Florida
$16.2M +$3.8M +35,876 +31%
Jane Street
152
Jane Street
New York
$16.1M -$134M -1,257,178 -89%
WT
153
Washington Trust
Rhode Island
$15.6M +$3.25M +30,556 +26%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$15.5M -$2.4M -22,577 -13%
PFS
155
Prospera Financial Services
Texas
$15.4M +$1.59M +14,956 +12%
LA
156
LVW Advisors
New York
$15.2M -$6.24M -58,730 -29%
BCI
157
Brinker Capital Investments
Pennsylvania
$15.2M -$211K -1,985 -1%
FNBT
158
FineMark National Bank & Trust
Florida
$15.2M -$236K -2,223 -2%
HCM
159
Howard Capital Management
Georgia
$15.1M -$86.5K -800 -0.6%
CL
160
CPWM LLC
Washington
$14.9M -$156K -1,468 -1%
IFA
161
Interactive Financial Advisors
Illinois
$14.6M -$403K -3,791 -3%
SF
162
Synovus Financial
Georgia
$14.4M -$3.11M -29,273 -18%
Barclays
163
Barclays
United Kingdom
$14.4M -$4.58M -43,063 -24%
CIR
164
Clear Investment Research
Georgia
$14M – – –
NAM
165
North American Management
Massachusetts
$13.9M +$186K +1,753 +1%
SFPM
166
Sensible Financial Planning & Management
Massachusetts
$13.7M -$7.73M -72,687 -36%
PI
167
PFS Investments
Georgia
$13.6M +$3.71M +34,902 +37%
CAN
168
Cetera Advisor Networks
California
$13.6M +$94.4K +888 +0.7%
SPC
169
Sigma Planning Corp
Michigan
$13.6M -$649K -6,102 -5%
CCT
170
Capital City Trust
Florida
$13.6M -$296K -2,786 -2%
WIP
171
Wellesley Investment Partners
Massachusetts
$13.5M +$492K +4,631 +4%
BOH
172
Bank of Hawaii
Hawaii
$13.4M – – –
RCAG
173
Rehmann Capital Advisory Group
Michigan
$13.4M -$9.04K -85 -0.1%
VIM
174
VCU Investment Management
Virginia
$13.4M +$235K +2,209 +2%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$13.4M +$866K +8,142 +7%
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