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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 %
PG
801
Proffitt & Goodson
Tennessee
$52K +$52K +489 New
WA
802
WP Advisors
California
$49K +$422 +4 +0.9%
AC
803
Avestar Capital
New York
$47K -$73.5K -707 -61%
AIL
804
AGF Investments LLC
Ontario, Canada
$47K +$15.7K +150 +50%
IWMA
805
Ironwood Wealth Management (Arizona)
Arizona
$44K +$16.3K +156 +59%
SMFS
806
Squar Milner Financial Services
California
$43K +$12.3K +116 +40%
OC
807
Oakworth Capital
Alabama
$41K -$25.2K -242 -38%
FCB
808
First Command Bank
Texas
$39K +$12.1K +116 +45%
FCFS
809
First Command Financial Services
Texas
$39K +$12.1K +116 +45%
AWM
810
AllSquare Wealth Management
New York
$39K +$18.4K +172 +89%
IAS
811
INR Advisory Services
Pennsylvania
$38K – – –
MWM
812
MinichMacGregor Wealth Management
New York
$35K – – –
RFWA
813
RPg Family Wealth Advisory
Massachusetts
$34.1K +$21.1K +200 +163%
BAMG
814
Brand Asset Management Group
Missouri
$34K +$104 +1 +0.3%
CFA
815
Camarda Financial Advisors
Florida
$33K +$33K +310 New
JAM
816
JCIC Asset Management
Ontario, Canada
$33K +$33K +315 New
SFSIG
817
San Francisco Sentry Investment Group
California
$32K – – –
WCAMG
818
Woodard & Company Asset Management Group
North Carolina
$32K +$32K +301 New
WTB
819
Washington Trust Bank
Washington
$29K – – –
CWM
820
Cedar Wealth Management
California
$29K +$29K +279 New
WAS
821
Winch Advisory Services
Wisconsin
$28K – – –
MIM
822
Macroview Investment Management
Maryland
$27K +$104 +1 +0.4%
SA
823
SRH Advisors
Kansas
$26K – – –
ME
824
McIlrath & Eck
Washington
$26K +$12.7K +121 +95%
GTAM
825
Global Trust Asset Management
Florida
$25K +$2.67K +25 +12%
31 32
33
34 35