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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
$1.85B
2
Jane Street
Jane Street
New York
$212M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$196M
4
RJA
Raymond James & Associates
Florida
$2.27B
5
HSBC Holdings
HSBC Holdings
United Kingdom
$322M

Top Sellers

1
TC
Toews Corporation
New Jersey
$0
2
QI
QS Investors
New York
$436M
3
IG
ING Group
Netherlands
$287M
4
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$7.74M
5
Bank of America
Bank of America
North Carolina
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NextCapital Advisers
Illinois
$90.4M +$90.4M +856,809 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$87.8M +$5.46M +51,747 +7%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$82M +$2.2M +20,855 +3%
SBL
54
Sargent Bickham Lagudis
Colorado
$80.7M -$2.77M -26,262 -3%
MFM
55
MD Financial Management
Ontario, Canada
$78.9M +$7.51M +71,169 +11%
Stifel Financial
56
Stifel Financial
Missouri
$77.8M -$4.17M -39,521 -5%
HHGA
57
Halbert Hargrove Global Advisors
California
$75.8M +$712K +6,747 +0.9%
CWM
58
Cahaba Wealth Management
Georgia
$71.8M +$956K +9,088 +1%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$71.5M +$998K +9,460 +1%
MBT
60
Monroe Bank & Trust
Michigan
$71.3M +$752K +7,122 +1%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$68.6M +$6.92M +65,537 +11%
SWM
62
SigFig Wealth Management
California
$67.6M +$22.7M +215,359 +51%
AF
63
Allworth Financial
California
$64.1M -$12.1M -114,279 -16%
FA
64
FDx Advisors
Illinois
$63.6M -$3.97M -37,665 -6%
MSA
65
Mason Street Advisors
Wisconsin
$63.2M -$731K -6,925 -1%
Citigroup
66
Citigroup
New York
$63.1M +$19.8M +188,107 +46%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$62.9M -$4.01M -38,013 -6%
CHP
68
Cable Hill Partners
Oregon
$62.7M +$3.7M +35,353 +6%
MA
69
MCF Advisors
Kentucky
$62M -$2.41M -22,843 -4%
1CP
70
1607 Capital Partners
Virginia
$60.3M -$13.4M -127,250 -18%
BTS
71
BB&T Securities
Virginia
$60M -$4.96M -46,961 -8%
BC
72
Brinker Capital
Pennsylvania
$59.1M +$712K +6,744 +1%
AF
73
Alerus Financial
North Dakota
$59.1M +$2.89M +27,345 +5%
CTB
74
Country Trust Bank
Illinois
$58.8M +$4.43M +41,948 +8%
TCM
75
Twele Capital Management
Minnesota
$58M +$1.71M +16,185 +3%
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