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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 %
CCA
376
Cobblestone Capital Advisors
New York
$2.65M +$417K +3,955 +19%
A
377
AdvicePeriod
California
$2.64M +$1.45M +13,709 +121%
AG
378
AlphaSimPlex Group
Massachusetts
$2.6M +$1.39M +13,165 +115%
FHC
379
First Heartland Consultants
Missouri
$2.59M +$100K +949 +4%
HCM
380
Hollencrest Capital Management
California
$2.59M -$1.56M -14,295 -38%
BP
381
Ballentine Partners
Massachusetts
$2.57M -$48.8K -463 -2%
UB
382
UMB Bank
Missouri
$2.57M -$219K -2,078 -8%
TFA
383
Transamerica Financial Advisors
Florida
$2.54M -$29.2K -277 -1%
SCA
384
STALEY CAPITAL ADVISERS
Pennsylvania
$2.53M – – –
PCMK
385
Paragon Capital Management (Kansas)
Kansas
$2.52M +$2.52M +23,853 New
AIA
386
Affinity Investment Advisors
California
$2.46M – – –
CA
387
Continuum Advisory
Idaho
$2.45M -$350K -3,328 -13%
CFG
388
CKW Financial Group
Hawaii
$2.43M +$643K +6,106 +36%
DIP
389
DT Investment Partners
Pennsylvania
$2.41M -$90.7K -859 -4%
MAM
390
Marquette Asset Management
Minnesota
$2.41M – – –
KWM
391
Kingsview Wealth Management
Oregon
$2.38M +$701K +6,647 +42%
First Trust Advisors
392
First Trust Advisors
Illinois
$2.37M +$569K +5,387 +32%
CI
393
Conning Inc
Connecticut
$2.36M -$1.5M -14,213 -39%
CAM
394
Crestone Asset Management
Colorado
$2.36M -$171K -1,623 -7%
ADL
395
Asset Dedication LLC
California
$2.31M -$42.4K -402 -2%
WPSG
396
Wealth & Pension Services Group
Georgia
$2.29M +$2.29M +21,716 New
MIAN
397
Mariner Independent Advisor Network
Kansas
$2.22M +$1.1M +10,488 +98%
RIA
398
Regal Investment Advisors
Michigan
$2.2M +$1.08M +10,269 +97%
EK
399
Evensky & Katz
Florida
$2.17M -$4.54K -43 -0.2%
WS
400
Wedbush Securities
California
$2.13M +$7.49K +71 +0.4%
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