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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 %
SMM
101
Stadion Money Management
Georgia
$35.9M -$1.17M -11,100 -3%
WAM
102
Watermark Asset Management
California
$35.5M +$694K +6,578 +2%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$35.3M -$7.2M -68,218 -17%
PFM
104
Phillips Financial Management
Indiana
$35.2M +$680K +6,458 +2%
Mariner
105
Mariner
Kansas
$34.6M -$4.46M -42,223 -11%
Franklin Resources
106
Franklin Resources
California
$34.1M +$13.1M +124,204 +62%
SHGA
107
Sand Hill Global Advisors
California
$33.8M -$286K -2,706 -0.8%
FAAS
108
First Allied Advisory Services
California
$33.2M +$5.13M +48,610 +18%
JWM
109
Janiczek Wealth Management
Colorado
$32.9M -$368K -3,492 -1%
MML Investors Services
110
MML Investors Services
Massachusetts
$32.6M -$7.8M -73,958 -19%
RPG
111
Resource Planning Group
Georgia
$30.9M +$30.9M +294,003 New
CG
112
Colony Group
Massachusetts
$29.9M -$767K -7,270 -2%
VCM
113
Verger Capital Management
North Carolina
$29M -$10.8M -102,672 -27%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$28.9M +$3.04M +28,804 +12%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$28.1M +$1.71M +16,197 +6%
Boston Partners
116
Boston Partners
Massachusetts
$28.1M +$394K +3,736 +1%
FAT
117
First American Trust
California
$28M +$3.35M +31,752 +14%
BCI
118
Brinker Capital Investments
Pennsylvania
$27.3M +$12.2M +115,240 +80%
EPP
119
ETF Portfolio Partners
Kansas
$27.2M +$365K +3,458 +1%
RhumbLine Advisers
120
RhumbLine Advisers
Massachusetts
$26M -$291K -2,757 -1%
SFA
121
Sequoia Financial Advisors
Ohio
$24.9M +$805K +7,632 +3%
BF
122
BOK Financial
Oklahoma
$24M -$916K -8,677 -4%
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$23.3M +$23.3M +220,997 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$22.9M -$1.11M -10,502 -5%
CA
125
Cetera Advisors
Colorado
$22.7M -$89.6K -849 -0.4%
3 4
5
6 7