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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 %
ZIM
76
Zacks Investment Management
Illinois
$56.2M -$6.53M -61,874 -10%
SIM
77
Sigma Investment Management
Oregon
$55.6M -$199K -1,882 -0.4%
RW
78
Rand Wealth
Maryland
$54.3M -$9.44M -89,459 -15%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$53.4M +$2.4M +22,768 +5%
CFIA
80
Cantor Fitzgerald Investment Advisors
New York
$51.8M -$4.13M -39,127 -7%
HighTower Advisors
81
HighTower Advisors
Illinois
$51.1M +$19.6M +186,143 +62%
B
82
Bailard
California
$49.6M -$3.41M -32,350 -6%
BAAM
83
Baker Avenue Asset Management
California
$48.8M +$6.79M +64,333 +16%
CAI
84
Capital Advisors Inc
Oklahoma
$47.5M +$18.4M +174,669 +63%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$45.8M +$4.73M +44,822 +12%
PAMU
86
Pictet Asset Management (UK)
United Kingdom
$44.8M +$27.9M +264,500 +165%
CAL
87
Capital Analysts LLC
Pennsylvania
$44.2M -$353K -3,341 -0.8%
FHB
88
First Hawaiian Bank
Hawaii
$41.9M +$4.14M +39,268 +11%
RFC
89
Regions Financial Corp
Alabama
$40.5M -$3.36M -31,801 -8%
DWA
90
Divergent Wealth Advisors
Utah
$40.3M +$9.56M +91,611 +31%
RCIM
91
Red Cedar Investment Management
Michigan
$40.2M +$40.2M +380,992 New
AWS
92
AJ Wealth Strategies
New York
$39.9M +$3.06M +29,042 +8%
SL
93
Summitry LLC
California
$39M +$896K +8,487 +2%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$38.8M +$1.22M +11,558 +3%
FCH
95
Freestone Capital Holdings
Washington
$38.7M +$11.9M +112,798 +44%
CA
96
Cambridge Associates
Massachusetts
$38.7M -$37.4M -353,966 -49%
UCFA
97
United Capital Financial Advisors
Texas
$38.4M +$7.46M +70,670 +24%
FBFS
98
First Business Financial Services
Wisconsin
$38.3M +$1.54M +14,552 +4%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$37.7M -$42.2K -400 -0.1%
SMFG
100
Sumitomo Mitsui Financial Group
Japan
$36.7M -$3.44M -32,622 -9%
2 3
4
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