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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 %
WAAG
176
Wealth Alliance Advisory Group
Kansas
$12.9M -$57.1K -537 -0.4%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$12.9M +$309K +2,906 +2%
HCA
178
Heck Capital Advisors
Wisconsin
$12.7M -$119K -1,121 -0.9%
WA
179
Wilshire Advisors
California
$12.4M +$320K +3,005 +3%
TCM
180
Twin Capital Management
Pennsylvania
$12.4M +$331K +3,110 +3%
SS
181
Simplicity Solutions
Minnesota
$12.4M +$1.58M +14,892 +15%
HI
182
Horizon Investments
North Carolina
$12.3M +$1.46M +13,810 +14%
SCP
183
Silverleafe Capital Partners
Tennessee
$12.2M +$506K +4,757 +4%
EA
184
Edge Advisors
Georgia
$12.1M -$99.9K -940 -0.8%
AI
185
Atria Investments
North Carolina
$12M -$2.03M -19,090 -14%
BWA
186
BlueSky Wealth Advisors
North Carolina
$11.9M -$631K -5,939 -5%
CM
187
Columbus Macro
Pennsylvania
$11.8M +$2.79M +26,255 +31%
Manulife (Manufacturers Life Insurance)
188
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$3.49M +32,779 +42%
CWM
189
Chesapeake Wealth Management
Virginia
$11.6M +$1.29M +12,106 +12%
AWM
190
AE Wealth Management
Kansas
$11.4M +$1.3M +12,190 +13%
FFS
191
Founders Financial Securities
Maryland
$11.4M +$1.47M +13,803 +15%
M&T Bank
192
M&T Bank
New York
$11.3M -$193K -1,816 -2%
FCIM
193
Fairview Capital Investment Management
California
$11.3M -$188K -1,768 -2%
SFS
194
Sowell Financial Services
Arkansas
$11.3M +$262K +2,464 +2%
TAT
195
TD Ameritrade Trust
Colorado
$11.1M +$156K +1,465 +1%
HNB
196
Huntington National Bank
Ohio
$11.1M -$13.3M – –
LFAS
197
Level Four Advisory Services
Texas
$11.1M +$168K +1,578 +2%
ANB
198
Amarillo National Bank
Texas
$11M – – –
AP
199
Appleton Partners
Massachusetts
$10.9M -$98.5K -926 -0.9%
WFWM
200
Wechter Feldman Wealth Management
New Jersey
$10.9M -$905K -8,511 -8%
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