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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.

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
1
Wells Fargo
California
$4.1B
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$2.2B
3
CSIA
3
Charles Schwab Investment Advisory
California
$329M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$216M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.23B

Top Sellers

1
AF
1
Allworth Financial
California
$76.7M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$180M
3
Jane Street
3
Jane Street
New York
$16.1M
4
UBS Group
4
UBS Group
Switzerland
$452M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.13B 57,733,323 -535,142 -0.9%
Wells Fargo
2
Wells Fargo
California
$4.1B 38,533,745 +4,866,865 +14%
BlackRock
3
BlackRock
New York
$4.06B 38,140,947 +422,992 +1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$2.2B 20,711,434 +4,169,096 +25%
RJA
5
Raymond James & Associates
Florida
$2.15B 20,177,631 +1,236,878 +7%
MFRM
6
Milliman Financial Risk Management
Illinois
$1.82B 17,091,711 +144,765 +0.9%
Bank of America
7
Bank of America
North Carolina
$1.8B 16,914,458 -837,941 -5%
Creative Planning
8
Creative Planning
Kansas
$1.64B 15,447,052 +1,169,507 +8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.23B 11,575,426 +1,488,929 +15%
Ameriprise
10
Ameriprise
Minnesota
$1.15B 10,779,914 +400,673 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$970M 9,123,953 +784,773 +9%
Allianz Asset Management
12
Allianz Asset Management
Germany
$877M 8,247,990 +1,236,079 +18%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$636M 5,982,568 +12,302 +0.2%
US Bancorp
14
US Bancorp
Minnesota
$626M 5,884,139 +293,976 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$569M 5,351,837 -146,856 -3%
QI
16
QS Investors
New York
$551M 5,180,267 -112,500 -2%
TF
17
TIAA FSB
Florida
$471M 4,431,241 +334,936 +8%
UBS Group
18
UBS Group
Switzerland
$452M 4,252,056 -1,062,255 -20%
LPL Financial
19
LPL Financial
California
$440M 4,143,096 +33,491 +0.8%
Morgan Stanley
20
Morgan Stanley
New York
$426M 4,005,778 -103,934 -3%
IG
21
ING Group
Netherlands
$393M 3,700,000 +1,150,000 +45%
CSIA
22
Charles Schwab Investment Advisory
California
$329M 3,089,858 +3,089,858 New
PPA
23
Parametric Portfolio Associates
Washington
$298M 2,800,002 +13,210 +0.5%
ECM
24
ETrade Capital Management
Virginia
$280M 2,634,576 +56,048 +2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$216M 2,032,976 +1,897,467 +1,400%
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