AGG icon

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 %
MIFH
826
Migdal Insurance & Financial Holdings
Israel
$24K – – –
GWS
827
Glassman Wealth Services
Virginia
$23K – – –
SQA
828
Simon Quick Advisors
New Jersey
$23K +$23K +221 New
VRM
829
Vectors Research Management
New York
$21K +$21K +200 New
KJWM
830
Kiley Juergens Wealth Management
Washington
$18K – – –
QCIG
831
Quad-Cities Investment Group
Iowa
$17K – – –
OFW
832
Omnia Family Wealth
Florida
$17K – – –
RMAM
833
Raab & Moskowitz Asset Management
New Jersey
$17K +$17K +162 New
SNT
834
Security National Trust
West Virginia
$16K -$10.7K -100 -40%
MWM
835
Mascoma Wealth Management
New Hampshire
$14K -$65.6K -600 -82%
LA
836
Legacy Advisors
Pennsylvania
$14K – – –
PK
837
Pflug Koory
Nebraska
$13K – – –
SFG
838
SevenBridge Financial Group
Pennsylvania
$12K – – –
BCA
839
Bray Capital Advisors
Florida
$11K -$30.9K -295 -74%
CB
840
Community Bank
New York
$11K – – –
CWA
841
Clarus Wealth Advisors
Arizona
$9K +$1.57K +15 +21%
ONST
842
Old North State Trust
North Carolina
$9K +$9K +92 New
EWM
843
Elmwood Wealth Management
California
$8.55K -$5.28K -50 -38%
BBA
844
Braun-Bostich & Associates
Pennsylvania
$8K -$25.2K -224 -76%
AA
845
Advisory Alpha
Michigan
$8K -$3.95K -38 -33%
SIS
846
Sound Income Strategies
Florida
$7K -$17.7K -159 -72%
RBC
847
Roble Belko & Company
Pennsylvania
$7K – – –
CTC
848
Central Trust Company
Missouri
$7K – – –
BRC
849
Bell Rock Capital
Delaware
$7K – – –
OGC
850
Oak Grove Capital
New Hampshire
$6K – – –
32 33
34
35 36