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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

863 hedge funds and large institutions have $43.6B invested in iShares Core US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 365 increasing their positions, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
19.76%
Holding in Top 10
149
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.24%
% of All Funds
3.41%
New
65
Increased
365
Reduced
330
Closed
60
Calls
$53.6M
Puts
$210M
Net Calls
-$156M
Net Calls Change
-$156M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$219M
2
Jane Street
Jane Street
New York
+$196M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$196M
4
RJA
Raymond James & Associates
Florida
+$144M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
TC
Toews Corporation
New Jersey
-$113M
2
QI
QS Investors
New York
-$110M
3
IG
ING Group
Netherlands
-$103M
4
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$101M
5
Bank of America
Bank of America
North Carolina
-$85.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
251
Waverly Advisors
Alabama
$7.1M +$124K +1,179 +2%
VC
252
Vicus Capital
Pennsylvania
$7.04M -$66.9K -634 -0.9%
TFCP
253
Twin Focus Capital Partners
Massachusetts
$7.01M -$388K -3,678 -5%
MPPLM
254
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.99M -$172K -1,628 -2%
RFO
255
RiverGlades Family Offices
Florida
$6.96M -$318K -3,018 -4%
EGA
256
E&G Advisors
Texas
$6.93M +$21.2K +201 +0.3%
PI
257
PHH Investments
Texas
$6.9M -$31.8M -301,482 -82%
WP
258
WealthSource Partners
California
$6.75M +$342K +3,245 +5%
WCM
259
Wunderlich Capital Managemnt
Tennessee
$6.67M +$134K +1,273 +2%
CAM
260
Caprin Asset Management
Virginia
$6.63M +$66.5K +630 +1%
WB
261
Webster Bank
Connecticut
$6.62M -$1.66M -15,762 -20%
CAG
262
Crestwood Advisors Group
Massachusetts
$6.58M +$519K +4,917 +9%
ST
263
Sentinel Trust
Texas
$6.52M +$528K +5,002 +9%
LGWM
264
Litman Gregory Wealth Management
California
$6.28M +$6.21M +58,867 +9,449%
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.14M -$2.28M -21,575 -27%
FWP
266
FAS Wealth Partners
Kansas
$6.09M -$634K -6,007 -9%
LNC
267
Lincoln National Corp
Pennsylvania
$6M +$1.4M +13,258 +30%
AssetMark Inc
268
AssetMark Inc
California
$6M +$161K +1,522 +3%
IWA
269
Independence Wealth Advisors
Virginia
$5.95M +$314K +2,971 +6%
Comerica Bank
270
Comerica Bank
Texas
$5.81M +$1.04M +9,940 +22%
CPO
271
Cerity Partners OCIO
New York
$5.8M +$29.3K +278 +0.5%
JIC
272
Johnson Investment Counsel
Ohio
$5.8M +$848K +8,039 +17%
ASN
273
Advisory Services Network
Georgia
$5.78M -$209K -1,983 -3%
RMC
274
Regis Management Company
California
$5.68M +$450K +4,261 +9%
PWG
275
Private Wealth Group
Florida
$5.67M +$5.67M +53,697 New
9 10
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