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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 %
CHA
626
Cedar Hill Associates
Illinois
$452K -$118K -1,123 -21%
LNB
627
Ledyard National Bank
$441K +$17.4K +165 +4%
SFS
628
Summit Financial Strategies
Ohio
$439K -$25.3K -240 -5%
PAIM
629
Punch & Associates Investment Management
Minnesota
$437K +$437K +4,140 New
JCM
630
Jacobi Capital Management
Pennsylvania
$436K +$234K +2,217 +116%
PNAA
631
Pictet North America Advisors
Switzerland
$433K – – –
FAM
632
Foothills Asset Management
Arizona
$432K -$59.6K -565 -12%
AIM
633
Advantage Investment Management
Iowa
$432K +$207K +1,959 +92%
LWA
634
Lenox Wealth Advisors
New York
$430K +$7.49K +71 +2%
PG
635
Patten Group
Tennessee
$429K -$76.5K -725 -15%
PCA
636
Personal Capital Advisors
California
$429K +$35.3K +335 +9%
JIP
637
Jaffetilchin Investment Partners
Florida
$428K +$34.5K +327 +9%
FIM
638
Fernwood Investment Management
Massachusetts
$423K +$423K +4,011 New
OCG
639
Opus Capital Group
Ohio
$421K -$72.8K -689 -15%
SWP
640
Strategic Wealth Partners
Ohio
$407K -$10.6K -100 -3%
FWM
641
Focused Wealth Management
New York
$405K -$22.5K -213 -5%
SCA
642
Stillwater Capital Advisors
Pennsylvania
$405K +$405K +3,840 New
SBH
643
Segall Bryant & Hamill
Illinois
$400K -$42.1K -399 -10%
CAMG
644
CWA Asset Management Group
Florida
$399K -$49.6K -470 -11%
SFP
645
Shepherd Financial Partners
Massachusetts
$398K – – –
CAM
646
Cubic Asset Management
Massachusetts
$398K +$2.85K +27 +0.7%
EAM
647
Evanson Asset Management
California
$396K +$951 +9 +0.2%
CQS
648
Credential Qtrade Securities
$396K +$396K +3,750 New
WF
649
Welch & Forbes
Massachusetts
$395K – – –
VAM
650
Verity Asset Management
North Carolina
$393K +$108K +1,023 +38%
24 25
26
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