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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 %
GC
576
Grimes & Company
Massachusetts
$623K +$144K +1,367 +30%
SC
577
Slow Capital
California
$615K -$39.9K -378 -6%
SCG
578
Sonata Capital Group
Washington
$614K – – –
CDIA
579
Capital Directions Investment Advisors
Georgia
$601K -$1.43M -13,588 -70%
CAM
580
Concorde Asset Management
Michigan
$600K -$41.5K -394 -6%
FCBT
581
First Citizens Bank & Trust
North Carolina
$599K +$136K +1,291 +29%
WPC
582
White Pine Capital
Minnesota
$598K +$28.8K +273 +5%
SIA
583
Starfire Investment Advisers
Michigan
$596K -$105K -991 -15%
DAM
584
Delta Asset Management
Tennessee
$594K -$8.34K -79 -1%
PV
585
Private Vista
Illinois
$592K +$12.8K +121 +2%
AFP
586
Ausdal Financial Partners
Iowa
$591K -$64.7K -613 -10%
HTC
587
Haverford Trust Company
Pennsylvania
$587K -$63.3K -600 -10%
ATFA
588
All Terrain Financial Advisors
Minnesota
$583K +$14.2K +135 +3%
VCM
589
Vivaldi Capital Management
Illinois
$578K +$633 +6 +0.1%
EWF
590
Epstein & White Financial
California
$577K -$319K -3,022 -36%
PIA
591
Peachtree Investment Advisors
Georgia
$577K – – –
CWM
592
Cranbrook Wealth Management
Michigan
$575K -$31.6K -299 -5%
SHWM
593
Smith & Howard Wealth Management
Georgia
$572K – – –
CAM
594
Cidel Asset Management
Ontario, Canada
$555K – – –
FA
595
Fagan Associates
New York
$551K +$106 +1 +0%
BWAM
596
Boyd Watterson Asset Management
Ohio
$544K – – –
CFD
597
Creative Financial Designs
Indiana
$538K +$179K +1,696 +50%
SFG
598
StrategIQ Financial Group
Indiana
$526K -$46.6K -442 -8%
KIA
599
KCM Investment Advisors
California
$525K +$525K +4,975 New
LJAC
600
L.J. Altfest & Co
New York
$517K +$950 +9 +0.2%
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