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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 %
MPIA
751
Mountain Pacific Investment Advisers
Idaho
$189K -$21.1K -200 -10%
TFO
752
Tarbox Family Office
California
$185K – – –
SCM
753
Silvant Capital Management
Georgia
$184K – – –
WAM
754
Wealthspire Advisors (Maryland)
Maryland
$177K -$45.3K -429 -20%
1IA
755
1834 Investment Advisors
Wisconsin
$169K – – –
Lazard Asset Management
756
Lazard Asset Management
New York
$163K -$164K – –
GEA
757
Glen Eagle Advisors
New Jersey
$160K +$211 +2 +0.1%
LWA
758
Lowe Wealth Advisors
Maryland
$159K -$41.4K -393 -21%
S
759
SignatureFD
Georgia
$154K +$846 +8 +0.6%
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$154K – – –
IWP
761
Icon Wealth Partners
Texas
$147K +$56.5K +537 +62%
PGWM
762
Parisi Gray Wealth Management
New Jersey
$146K – – –
CB
763
CNB Bank
Pennsylvania
$142K -$92K -871 -39%
AOWM
764
Alpha Omega Wealth Management
Virginia
$139K -$26.4K -250 -16%
JFA
765
JNBA Financial Advisors
Minnesota
$139K +$139K +1,317 New
WWM
766
Wagner Wealth Management
South Carolina
$137K – – –
SWM
767
SeaCrest Wealth Management
New York
$134K -$26.3K -249 -16%
LFA
768
Legacy Financial Advisors
Kentucky
$128K – – –
MGI
769
MayTech Global Investments
New York
$127K – – –
NL
770
NVWM LLC
Pennsylvania
$121K -$4.22K -40 -3%
FMII
771
Farmers & Merchants Investments Inc
Nebraska
$120K – – –
CHC
772
City Holding Co
West Virginia
$117K – – –
OWA
773
One Wealth Advisors
California
$116K +$6.86K +65 +6%
CA
774
Crewe Advisors
Utah
$115K – – –
DSC
775
Duncker Streett & Co
Missouri
$113K – – –
29 30
31
32 33