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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 %
SC
301
Scotia Capital
Ontario, Canada
$4.7M +$738K +6,991 +19%
HSA
302
HBK Sorce Advisory
Pennsylvania
$4.67M -$212K -2,007 -4%
AllianceBernstein
303
AllianceBernstein
Tennessee
$4.67M +$434K +4,114 +10%
FIA
304
Foundations Investment Advisors
Arizona
$4.63M +$420K +3,979 +10%
EC
305
Estate Counselors
Wisconsin
$4.59M +$3.77M +35,750 +461%
CCM
306
Coldstream Capital Management
Washington
$4.56M +$246K +2,330 +6%
LW
307
Linscomb Wealth
Texas
$4.53M +$39.9K +378 +0.9%
HI
308
Hudock Inc
Pennsylvania
$4.53M +$121K +1,150 +3%
PCA
309
Peddock Capital Advisors
Massachusetts
$4.5M -$83.4K -790 -2%
CCM
310
Canal Capital Management
Virginia
$4.39M -$2.9M -27,493 -40%
SP
311
Sarasin & Partners
United Kingdom
$4.37M +$249K +2,359 +6%
ACP
312
Aveo Capital Partners
Colorado
$4.27M -$274K -2,629 -6%
MCM
313
Makena Capital Management
California
$4.26M -$415K -3,937 -9%
PFT
314
Providence First Trust
Arizona
$4.25M -$157K -1,486 -4%
CCP
315
Cardan Capital Partners
Colorado
$4.25M -$118K -1,121 -3%
JSA
316
Jacobson & Schmitt Advisors
Wisconsin
$4.25M +$896K +8,490 +27%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$4.24M -$1.68M -15,955 -28%
BBA
318
BLB&B Advisors
Pennsylvania
$4.23M -$110K -1,043 -3%
FA
319
Fortis Advisors
Pennsylvania
$4.19M -$314K -2,975 -7%
BAC
320
Boys Arnold & Co
North Carolina
$4.12M +$113K +1,075 +3%
C
321
Clearshares
New York
$4.1M -$65.6K -621 -2%
MWM
322
Mission Wealth Management
California
$4.09M +$143K +1,354 +4%
PFA
323
Pure Financial Advisors
California
$4.08M +$4.08M +38,642 New
DT
324
Diversified Trust
Tennessee
$4.07M -$5.35M -50,700 -57%
BAS
325
Brown Advisory Securities
Maryland
$4.04M -$259K -2,451 -6%
11 12
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