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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 %
GLA
201
Good Life Advisors
Pennsylvania
$10.8M -$1.11M -10,420 -9%
EIA
202
Edgemoor Investment Advisors
Maryland
$10.7M +$2.25M +21,184 +27%
PA
203
Parkside Advisors
California
$10.6M +$8.4K +79 +0.1%
PFM
204
Peak Financial Management
Massachusetts
$10.5M -$541K -5,090 -5%
PAG
205
Private Advisor Group
New Jersey
$10.4M -$10.8M -101,472 -51%
AIM
206
Acropolis Investment Management
Missouri
$10.4M -$192K -1,804 -2%
AMG
207
Asset Management Group
Connecticut
$10.2M -$149K -1,397 -1%
CJA
208
C-J Advisory
California
$10.1M +$21.2K +199 +0.2%
CB
209
Commerce Bank
Missouri
$10.1M +$155K +1,456 +2%
SA
210
Sunesis Advisors
Kansas
$9.99M +$9.99M +93,968 New
OCM
211
One Capital Management
California
$9.95M +$189K +1,776 +2%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$9.94M -$21.6M -203,550 -69%
CBT
213
Central Bank & Trust
Kentucky
$9.91M -$124K -1,162 -1%
Renaissance Technologies
214
Renaissance Technologies
New York
$9.89M +$7.89M +74,200 +395%
DCM
215
DeGreen Capital Management
Arizona
$9.85M -$469K -4,407 -5%
SIM
216
SSI Investment Management
California
$9.79M -$685K -6,440 -7%
William Blair & Company
217
William Blair & Company
Illinois
$9.59M +$1.58M +14,906 +20%
VFA
218
Voya Financial Advisors
Connecticut
$9.56M -$21.8K -205 -0.2%
DT
219
Diversified Trust
Tennessee
$9.49M +$1.65M +15,539 +21%
CWM
220
Calamos Wealth Management
Illinois
$9.15M -$1.06M -9,993 -10%
TSW
221
Thompson Siegel & Walmsley
Virginia
$9.15M +$848K +7,980 +10%
SFA
222
Stewardship Financial Advisors
Georgia
$9.11M -$3.9M -36,674 -30%
HW
223
Hancock Whitney
Mississippi
$8.83M +$2.01M +18,900 +29%
F
224
F3Logic
Minnesota
$8.79M +$3.4M +31,989 +63%
RWP
225
RWA Wealth Partners
Massachusetts
$8.73M -$534K -5,019 -6%
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