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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 %
SCM
551
Shelton Capital Management
Colorado
$724K -$27.8K -263 -4%
DWM
552
Doyle Wealth Management
Florida
$724K +$15.7K +149 +2%
SAMC
553
Spectrum Asset Management (Connecticut)
Connecticut
$722K +$411K +3,893 +132%
SWM
554
Stockman Wealth Management
Montana
$720K +$5.91K +56 +0.8%
MCM
555
Maryland Capital Management
Maryland
$717K -$62.8K -595 -8%
NA
556
Nottingham Advisors
New York
$715K -$2.99M -28,380 -81%
DC
557
Davenport & Co
Virginia
$715K +$60.1K +570 +9%
AIA
558
Avalon Investment & Advisory
Texas
$706K +$47.3K +448 +7%
BCP
559
Blue Chip Partners
Michigan
$702K +$102K +963 +17%
NFG
560
NewFocus Financial Group
Washington
$696K -$87.2K -826 -11%
PA
561
Paracle Advisors
Washington
$688K +$688K +6,526 New
JCM
562
Janney Capital Management
Pennsylvania
$687K -$27.1K -257 -4%
AP
563
Advisors Preferred
Maryland
$686K -$127K -1,202 -16%
PSUF
564
People's United Financial
Connecticut
$678K +$189K +1,793 +39%
CIA
565
Capital Investment Advisors
Georgia
$676K -$611K -5,787 -47%
EWM
566
Empirical Wealth Management
Washington
$676K -$20K -190 -3%
SDWMA
567
Schneider Downs Wealth Management Advisors
Pennsylvania
$675K +$105K +996 +18%
TNB
568
Thomasville National Bank
Georgia
$666K +$43.8K +415 +7%
CAN
569
Claraphi Advisory Network
United States
$663K -$1.45M -13,798 -69%
TA
570
Townsend & Associates
Colorado
$663K -$513K -4,865 -44%
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$658K +$27.3K +259 +4%
BMCM
572
Bryn Mawr Capital Management
Pennsylvania
$655K – – –
GIP
573
Greatmark Investment Partners
Georgia
$634K -$7.92K -75 -1%
MWM
574
Merriman Wealth Management
Washington
$630K +$61.2K +580 +11%
WPA
575
West Paces Advisors
Georgia
$624K -$69.1K -655 -10%
21 22
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