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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 %
THWM
726
Taylor Hoffman Wealth Management
Virginia
$235K – – –
I
727
IberiaBank
Louisiana
$235K +$235K +2,231 New
ACG
728
Allen Capital Group
Nebraska
$234K -$8.66K -82 -4%
BTNA
729
Bremer Trust National Association
Minnesota
$226K -$5.85M -55,404 -96%
NB
730
NBT Bank
New York
$225K – – –
AFC
731
AFT Forsyth & Company
Florida
$222K -$49.2K -465 -18%
ACP
732
Arcus Capital Partners
Georgia
$220K +$1.37K +13 +0.6%
KFGK
733
Keystone Financial Group (Kentucky)
Kentucky
$219K -$39.7K -378 -15%
KBFS
734
Kohmann Bosshard Financial Services
Ohio
$217K +$217K +2,055 New
PO
735
Private Ocean
California
$216K +$16.1K +153 +8%
PAG
736
Private Advisory Group
Washington
$213K +$213K +2,033 New
BW
737
Bison Wealth
Georgia
$211K – – –
BRWM
738
B. Riley Wealth Management
Tennessee
$210K +$210K +1,992 New
KSA
739
Ken Stern & Associates
California
$209K – – –
VFA
740
Valeo Financial Advisors
Indiana
$208K -$82.2K -785 -28%
APP
741
Avantax Planning Partners
Iowa
$208K -$21.3K -202 -9%
PWAG
742
Polaris Wealth Advisory Group
California
$208K +$199K +1,894 +2,338%
WAM
743
Weatherly Asset Management
California
$207K – – –
MWAC
744
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$204K +1,937 New
TTWM
745
TCV Trust & Wealth Management
Virginia
$203K – – –
CSIC
746
Clifford Swan Investment Counsel
California
$203K +$203K +1,926 New
AC
747
Alexandria Capital
Virginia
$201K – – –
SS
748
Sunbelt Securities
Texas
$201K +$201K +1,908 New
AIM
749
Arcadia Investment Management
Michigan
$198K – – –
FLI
750
Family Legacy Inc
South Carolina
$191K -$632 -6 -0.3%
28 29
30
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