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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 %
WT
126
Whittier Trust
California
$22.1M -$3.61M -34,240 -14%
RJT
127
Raymond James Trust
Florida
$21.7M -$106 -1 -0%
EIG
128
Ellenbecker Investment Group
Wisconsin
$21.5M +$373K +3,537 +2%
HFS
129
HL Financial Services
Kentucky
$21.5M +$2.41M +22,799 +13%
MAM
130
Meeder Asset Management
Ohio
$20.9M -$17.2M -162,802 -45%
UR
131
USCA RIA
Texas
$20.6M -$3.07M -29,126 -13%
UBS AM
132
UBS AM
Illinois
$20.5M +$20.5M +194,487 New
AA
133
Alesco Advisors
New York
$20.5M +$1.18M +11,136 +6%
BFA
134
Beaumont Financial Advisors
Massachusetts
$20.4M -$414K -3,919 -2%
IA
135
IFP Advisors
Florida
$20.3M +$564K +5,341 +3%
PAG
136
Private Advisor Group
New Jersey
$20.3M +$9.97M +94,528 +96%
LA
137
Leonetti & Associates
Illinois
$20.3M -$5.99M -56,755 -23%
NA
138
NewEdge Advisors
Louisiana
$20M +$3.05M +28,916 +18%
TCM
139
Towercrest Capital Management
Pennsylvania
$19.8M +$1.83M +17,377 +10%
JWA
140
JFS Wealth Advisors
Pennsylvania
$19.4M +$1.93M +18,264 +11%
MA
141
MUFG Americas
New York
$19.3M -$208K -1,967 -1%
LF
142
Lee Financial
Texas
$19.3M -$994K -9,421 -5%
FI
143
FormulaFolio Investments
Michigan
$18.9M +$1.2M +11,404 +7%
Truist Financial
144
Truist Financial
North Carolina
$18.8M -$2.89M -27,395 -13%
SWP
145
Stratos Wealth Partners
Ohio
$18.3M +$53.5K +507 +0.3%
FHA
146
First Horizon Advisors
Tennessee
$18.3M +$20.7K +196 +0.1%
PL
147
Protective Life
Alabama
$18.2M +$18.2M +172,790 New
NC
148
NewSquare Capital
Pennsylvania
$17.7M +$1.3M +12,312 +8%
SPC
149
Sigma Planning Corp
Michigan
$17.6M +$4.16M +39,403 +31%
FA
150
FC Advisory
Pennsylvania
$17.3M -$31.3K -297 -0.2%
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