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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 %
NPT
451
Nixon Peabody Trust
Massachusetts
$1.65M -$129K -1,220 -7%
AII
452
AGF Investments Inc
Ontario, Canada
$1.65M +$436K +4,135 +36%
WCM
453
Wealthcare Capital Management
Virginia
$1.62M +$46.1K +437 +3%
HB
454
Homrich & Berg
Georgia
$1.61M +$12.3K +117 +0.8%
RCA
455
Rowland Carmichael Advisors
Arizona
$1.56M -$42.2K -400 -3%
ALIONA
456
Allianz Life Insurance of North America
Minnesota
$1.54M -$530K -5,024 -26%
NEPWA
457
New England Private Wealth Advisors
Massachusetts
$1.52M +$10.2K +97 +0.7%
Nomura Asset Management
458
Nomura Asset Management
Japan
$1.51M +$588K +5,573 +64%
FNBOO
459
First National Bank of Omaha
Nebraska
$1.5M +$40.8K +387 +3%
FT
460
Fiduciary Trust
Massachusetts
$1.5M +$399K +3,777 +36%
DAS
461
Dynamic Advisor Solutions
Arizona
$1.5M -$298K -2,822 -17%
AIM
462
Astor Investment Management
Illinois
$1.49M +$877K +8,308 +143%
EFS
463
Essex Financial Services
Connecticut
$1.47M +$1.05M +9,929 +250%
RCS
464
Retirement Capital Strategies
California
$1.45M +$583K +5,519 +67%
SSWM
465
Sheets Smith Wealth Management
North Carolina
$1.44M +$1.44M +13,637 New
JA
466
JOYN Advisors
Georgia
$1.44M -$51.8K -491 -3%
AL
467
Aspiriant LLC
California
$1.42M +$640K +6,067 +82%
GW
468
GW & Wade
Massachusetts
$1.4M +$9.18K +87 +0.7%
FMWA
469
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$40.5K -384 -3%
GBT
470
Grove Bank & Trust
Florida
$1.37M -$3.7M -35,055 -73%
DBRC
471
D.B. Root & Company
Pennsylvania
$1.36M -$67K -635 -5%
RA
472
RFG Advisory
Alabama
$1.35M +$1.01M +9,572 +294%
ML
473
McAdam LLC
Pennsylvania
$1.33M +$577K +5,480 +77%
CCM
474
Crabel Capital Management
California
$1.32M +$508K +4,812 +62%
GFP
475
Gryphon Financial Partners
Ohio
$1.32M +$530K +5,024 +67%
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