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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 %
MCM
651
Monument Capital Management
Virginia
$385K +$738 +7 +0.2%
FFA
652
First Foundation Advisors
California
$384K +$384K +3,642 New
LC
653
LCNB Corp
Ohio
$382K +$382K +3,620 New
RIM
654
Rampart Investment Management
Connecticut
$379K +$72K +682 +23%
PAM
655
Palisade Asset Management
Minnesota
$379K -$348K -3,302 -48%
FPCP
656
Fort Point Capital Partners
California
$379K -$17.9K -170 -5%
CCFCSB
657
Cape Cod Five Cents Savings Bank
Massachusetts
$376K – – –
PFP
658
Pinnacle Financial Partners
Tennessee
$376K +$200K +1,900 +114%
CAW
659
Cornerstone Advisors (Washington)
Washington
$375K +$2.53K +24 +0.7%
Principal Financial Group
660
Principal Financial Group
Iowa
$374K +$374K +3,546 New
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$369K – – –
AF
662
Advisornet Financial
Minnesota
$366K +$128K +1,216 +54%
CSM
663
CAMG Solamere Management
North Carolina
$365K -$101K -950 -22%
CPA
664
Clear Perspective Advisors
Illinois
$361K – – –
MFT
665
Moisand Fitzgerald Tamayo
Florida
$360K +$2.64K +25 +0.7%
PFC
666
Personal Financial Consultants
California
$360K +$360K +3,410 New
RIG
667
RiverFront Investment Group
Virginia
$355K +$355K +3,364 New
ATC
668
Adirondack Trust Company
New York
$353K – – –
GT
669
Greenleaf Trust
Michigan
$348K -$1.66M -15,758 -83%
GIM
670
Greenwich Investment Management
Connecticut
$348K -$73.8K -700 -18%
WHG
671
Westwood Holdings Group
Texas
$348K +$348K +3,294 New
MI
672
Moneywise Inc
Virginia
$344K +$43K +408 +14%
SFWA
673
Summit Financial Wealth Advisors
Louisiana
$342K +$41.2K +394 +14%
LIM
674
Leavell Investment Management
Alabama
$340K – – –
CIC
675
Carnegie Investment Counsel
Ohio
$340K +$42.5K +407 +14%
25 26
27
28 29