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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 %
BCM
601
Brookmont Capital Management
Texas
$514K – – –
MHS
602
M Holdings Securities
Oregon
$512K -$621K -5,884 -55%
FWM
603
Frontier Wealth Management
Missouri
$509K -$169K -1,597 -25%
SCM
604
Stellar Capital Management
Arizona
$505K -$90K -852 -15%
AFIA
605
America First Investment Advisors
Nebraska
$499K – – –
AFM
606
Andesa Financial Management
Pennsylvania
$498K +$16.1K +153 +3%
TC
607
Trust Company
Kansas
$495K -$786K -7,444 -61%
CB
608
Chemical Bank
Michigan
$494K – – –
BPB
609
Badgley, Phelps & Bell
Washington
$490K -$281K -2,665 -36%
KCM
610
Karp Capital Management
California
$490K +$7.5K +71 +2%
VIA
611
Vantage Investment Advisors
Pennsylvania
$489K -$64.2K -608 -12%
KF
612
Krilogy Financial
Missouri
$479K -$134K -1,273 -22%
GWM
613
Greenwich Wealth Management
Connecticut
$479K – – –
Koshinski Asset Management
614
Koshinski Asset Management
Illinois
$479K +$159K +1,503 +49%
CBU
615
CIBC Bank USA
Illinois
$478K +$35.2K +334 +8%
RWM
616
RKL Wealth Management
Pennsylvania
$474K -$95.3K -906 -17%
DWM
617
Dakota Wealth Management
Florida
$471K +$27.8K +263 +6%
B
618
Bridgeworth
Alabama
$464K -$202K -2,048 -30%
CC
619
Courier Capital
New York
$464K +$84.3K +800 +22%
WA
620
WealthTrust-Arizona
Arizona
$463K -$151K -1,435 -25%
SFSG
621
Stearns Financial Services Group
North Carolina
$463K -$22.3K -212 -5%
SYBT
622
Stock Yards Bank & Trust
Kentucky
$463K +$10.4K +99 +2%
BCA
623
Bay Colony Advisors
Massachusetts
$462K -$12K -114 -3%
F
624
Filament
Washington
$460K – – –
VA
625
Valmark Advisers
Ohio
$459K -$192K -1,822 -30%
23 24
25
26 27