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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 %
DLHL
426
Donald L. Hagan LLC
Florida
$1.86M -$2.02M -19,161 -52%
JWS
427
Juncture Wealth Strategies
Arizona
$1.85M -$56.1K -532 -3%
F
428
F3Logic
Minnesota
$1.81M -$6.89M -65,444 -79%
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M -$181K -1,718 -9%
CIR
430
Clear Investment Research
Georgia
$1.79M -$11.9M -113,257 -87%
ACP
431
Aviance Capital Partners
Florida
$1.79M -$152K -1,439 -8%
BCM
432
Brookstone Capital Management
Illinois
$1.78M +$507K +4,809 +40%
ACM
433
AUA Capital Management
Pennsylvania
$1.78M – – –
PAM
434
Peak Asset Management
Colorado
$1.77M +$272K +2,574 +18%
KA
435
Kovack Advisors
Florida
$1.77M +$493K +4,674 +39%
AAP
436
Arax Advisory Partners
Colorado
$1.76M -$1.73M -16,394 -50%
TRCT
437
Tower Research Capital (TRC)
New York
$1.76M +$1.76M +16,669 +238,129%
KWMG
438
King Wealth Management Group
Florida
$1.74M +$6.97K +66 +0.4%
AIM
439
Anchor Investment Management
South Carolina
$1.73M -$5.49K -52 -0.3%
SSWM
440
Smith Salley Wealth Management
North Carolina
$1.72M -$826K -7,829 -33%
PI
441
PineBridge Investments
New York
$1.7M -$84.4K -800 -5%
PTC
442
Private Trust Company
Ohio
$1.7M +$68.6K +650 +4%
SMC
443
Smith, Moore & Co
Missouri
$1.7M +$498K +4,722 +41%
FC
444
Financial Consulate
Maryland
$1.68M +$18.7K +177 +1%
BA
445
Ballew Advisors
Mississippi
$1.68M +$190K +1,810 +13%
HFP
446
Holistic Financial Partners
Indiana
$1.67M -$9.08K -86 -0.5%
MWPCG
447
Measured Wealth Private Client Group
New Hampshire
$1.67M -$57K -540 -3%
MA
448
Mutual Advisors
Nebraska
$1.67M +$372K +3,529 +29%
IIC
449
Integrated Investment Consultants
Michigan
$1.67M -$136K -1,287 -8%
PP
450
PagnatoKarp Partners
Virginia
$1.65M -$363K -3,438 -18%
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