AGG icon

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 %
CA
526
Cambridge Advisors
Nebraska
$912K – – –
PWPS
527
Pinnacle Wealth Planning Services
Ohio
$899K -$18.7K -177 -2%
SG
528
StoneX Group
New York
$881K +$58.9K +558 +7%
LFG
529
LifePlan Financial Group
Ohio
$861K +$2.22K +21 +0.3%
G
530
GenTrust
Florida
$843K -$210K -1,987 -20%
FIM
531
Freedom Investment Management
Connecticut
$841K -$580K -5,467 -41%
GCA
532
Gradient Capital Advisors
California
$831K -$71.8K -680 -8%
ATC
533
Argent Trust Co
Tennessee
$824K -$55.4K -525 -6%
SP
534
Successful Portfolios
Florida
$811K -$1.69K -16 -0.2%
SCM
535
Stordahl Capital Management
Colorado
$805K -$56.5K -541 -7%
FFBTD
536
First Financial Bank - Trust Division
Ohio
$801K -$1.53M -14,547 -66%
WP
537
WealthPLAN Partners
Nebraska
$799K -$837 -8 -0.1%
RTS
538
Round Table Services
New Jersey
$791K – – –
CI
539
Cambiar Investors
Colorado
$790K – – –
CMBA
540
C.M. Bidwell & Associates
Hawaii
$784K -$7.18K -68 -0.9%
BJ
541
Brouwer & Janachowski
California
$784K +$509K +4,825 +185%
HWA
542
Heritage Wealth Advisors
Virginia
$772K +$14.1K +134 +2%
OWM
543
Orgel Wealth Management
Wisconsin
$772K +$33.5K +317 +5%
BPC
544
Banque Pictet & Cie
Switzerland
$763K – – –
BOTW
545
Bank of the West
California
$758K -$319K -3,023 -30%
TF
546
Tompkins Financial
New York
$754K – – –
NCM
547
New Capital Management
Texas
$751K +$7.8K +74 +1%
CFGF
548
Compass Financial Group (Florida)
Florida
$747K – – –
CAGAS
549
Capital Advisory Group Advisory Services
Minnesota
$734K +$47.8K +450 +7%
SFC
550
SYM Financial Corp
Indiana
$727K +$598K +5,675 +466%
20 21
22
23 24