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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 %
DCM
401
Dimension Capital Management
Florida
$2.13M – – –
CLOS
402
Compagnie Lombard Odier SCmA
Switzerland
$2.12M -$1.46M -13,850 -41%
HCM
403
Hudson Capital Management
New Jersey
$2.12M +$2.12M +71,449 New
DPI
404
Diversified Portfolios Inc
Michigan
$2.11M -$29.1K -276 -1%
TPWA
405
TRUE Private Wealth Advisors
Oregon
$2.1M -$385K -3,653 -16%
BIA
406
Bigelow Investment Advisors
Maine
$2.08M -$61.2K -580 -3%
FFA
407
Fragasso Financial Advisors
Pennsylvania
$2.07M -$2.71M -26,008 -57%
CS
408
Credit Suisse
Switzerland
$2.06M -$52.3M -495,803 -96%
TIM
409
Total Investment Management
Arizona
$2.04M +$126K +1,198 +7%
SI
410
Stephens Inc
Arkansas
$2.02M -$124K -1,175 -6%
FAIM
411
Financial Advocates Investment Management
Washington
$1.99M -$3.02M -28,631 -60%
SMDAM
412
Sumitomo Mitsui DS Asset Management
Japan
$1.98M -$26.4K -250 -1%
CC
413
Cedar Capital
Illinois
$1.96M +$183K +1,737 +10%
PWM
414
Paulson Wealth Management
Illinois
$1.95M +$9.3K +89 +0.5%
BRWA
415
B. Riley Wealth Advisors
Florida
$1.94M -$292K -2,764 -13%
GRP
416
Global Retirement Partners
California
$1.94M +$38.3K +363 +2%
JGUA
417
John G. Ullman & Associates
New York
$1.94M +$490K +4,644 +34%
PHS
418
Pekin Hardy Strauss
Illinois
$1.92M -$536K -5,080 -22%
WCG
419
Wall Capital Group
Arizona
$1.92M +$119K +1,125 +7%
PAMG
420
Patton Albertson Miller Group
Tennessee
$1.92M -$1.06M -10,075 -36%
State Street
421
State Street
Massachusetts
$1.9M +$137K +1,301 +8%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$1.9M +$425K +4,028 +29%
ACM
423
AlphaStar Capital Management
North Carolina
$1.89M +$415K +3,936 +28%
KL
424
KWMG LLC
Kansas
$1.88M – – –
SBA
425
Secrest Blakey & Associates
North Carolina
$1.86M +$50.2K +476 +3%
15 16
17
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