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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 %
AF
676
Aldebaran Financial
$335K -$52.7K -500 -14%
WIA
677
Wealthstreet Investment Advisors
Texas
$334K – – –
CCM
678
Coe Capital Management
Illinois
$332K – – –
Bessemer Group
679
Bessemer Group
New Jersey
$332K +$46.4K +439 +16%
NWM
680
Northwest Wealth Management
Iowa
$328K -$41.8K -396 -11%
FF
681
Friedenthal Financial
New Jersey
$326K +$326K +3,088 New
BOS
682
Bingham Osborn & Scarborough
California
$324K +$211 +2 +0.1%
SP
683
Symmetry Partners
Connecticut
$323K +$323K +3,066 New
PCG
684
Private Capital Group
Connecticut
$320K +$71.9K +683 +29%
SEI Investments
685
SEI Investments
Pennsylvania
$318K -$1.07M -10,155 -77%
OC
686
Oarsman Capital
Wisconsin
$315K -$25.1K -238 -7%
UBG
687
United Bank (Georgia)
Georgia
$314K – – –
WPC
688
Waters Parkerson & Co
Louisiana
$311K -$13.2K -125 -4%
BWL
689
Bogart Wealth LLC
Virginia
$307K +$230K +2,184 +300%
FEG
690
Fund Evaluation Group
Ohio
$305K +$7.93K +75 +3%
DC
691
DeDora Capital
California
$299K -$1.35M -12,778 -82%
Rockefeller Capital Management
692
Rockefeller Capital Management
New York
$299K – – –
FNT
693
First National Trust
Pennsylvania
$296K -$1.27K -12 -0.4%
RFA
694
Reilly Financial Advisors
California
$292K +$13.3K +126 +5%
NSIM
695
North Star Investment Management
Illinois
$289K +$632 +6 +0.2%
ClearBridge Investments
696
ClearBridge Investments
New York
$287K -$56K -531 -16%
FPFS
697
First Personal Financial Services
North Carolina
$287K +$27.6K +262 +11%
HPWM
698
Highland Private Wealth Management
Washington
$286K +$17.1K +162 +6%
AIA
699
Arbor Investment Advisors
North Carolina
$282K +$282K +2,668 New
GJIC
700
Gamble Jones Investment Counsel
California
$280K -$9.4K -89 -3%
26 27
28
29 30