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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 %
CFA
701
Carroll Financial Associates
North Carolina
$280K -$6.02K -57 -2%
WI
702
Wedgewood Investors
Pennsylvania
$277K – – –
NDSI
703
Newman Dignan & Sheerar Inc
Rhode Island
$276K -$138K -1,320 -33%
TC
704
Telemus Capital
Michigan
$275K -$7.18K -68 -3%
CCMG
705
Clark Capital Management Group
Pennsylvania
$274K +$106 +1 +0%
RWA
706
River Wealth Advisors
Pennsylvania
$274K +$16.1K +153 +6%
GT
707
Glenview Trust
Kentucky
$271K – – –
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$268K – – –
Neuberger Berman Group
709
Neuberger Berman Group
New York
$268K – – –
SSB
710
Sandy Spring Bank
Maryland
$266K -$98.4K -935 -27%
B
711
Brightworth
Georgia
$265K +$265K +2,516 New
SBIA
712
Sheaff Brock Investment Advisors
Indiana
$264K – – –
NGA
713
Naples Global Advisors
Florida
$263K – – –
Wealth Enhancement Advisory Services
714
Wealth Enhancement Advisory Services
Minnesota
$263K +$263K +2,516 New
RI
715
Ridgewood Investments
New Jersey
$259K – – –
BHBT
716
Burke & Herbert Bank & Trust
Virginia
$258K -$120K -1,139 -32%
BFG
717
Beacon Financial Group
Texas
$254K -$1.27K -12 -0.5%
TFA
718
Toth Financial Advisory
Virginia
$251K -$3.59K -34 -1%
AWM
719
Avondale Wealth Management
Texas
$248K -$276K -2,617 -53%
SXL
720
Summit X LLC
Missouri
$247K +$247K +2,352 New
TIM
721
Tortoise Investment Management
New York
$244K -$10K -95 -4%
HFA
722
Huber Financial Advisors
Illinois
$244K +$2.64K +25 +1%
RWP
723
RWA Wealth Partners
Massachusetts
$242K -$8.41M -79,816 -97%
MCM
724
Mengis Capital Management
Oregon
$242K -$119K -1,131 -33%
PWM
725
Perigon Wealth Management
California
$239K -$488K -4,620 -67%
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