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
$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 %
HCM
151
Howard Capital Management
Georgia
$16.3M +$1.44M +13,570 +10%
Barclays
152
Barclays
United Kingdom
$16.2M +$1.97M +18,664 +14%
CAN
153
Cetera Advisor Networks
California
$16.2M +$2.73M +25,845 +20%
PI
154
PFS Investments
Georgia
$15.9M +$2.39M +22,661 +18%
SS
155
Simplicity Solutions
Minnesota
$15.8M +$3.53M +33,414 +29%
SF
156
Synovus Financial
Georgia
$15.4M +$1.18M +11,146 +8%
LA
157
LVW Advisors
New York
$15.1M -$30.7K -291 -0.2%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$15M -$39M -369,751 -72%
AI
159
Atria Investments
North Carolina
$15M +$3.03M +28,753 +25%
CM
160
Columbus Macro
Pennsylvania
$14.8M +$3.15M +29,867 +27%
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$3M +28,409 +26%
IFA
162
Interactive Financial Advisors
Illinois
$14.5M +$53.8K +510 +0.4%
William Blair & Company
163
William Blair & Company
Illinois
$14.3M +$4.75M +44,973 +50%
WIP
164
Wellesley Investment Partners
Massachusetts
$14M +$685K +6,490 +5%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$14M +$776K +7,350 +6%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$14M +$697K +6,608 +5%
CL
167
CPWM LLC
Washington
$13.9M -$873K -8,269 -6%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$13.7M -$1.63M -15,455 -11%
WAAG
169
Wealth Alliance Advisory Group
Kansas
$13.4M +$535K +5,074 +4%
BOH
170
Bank of Hawaii
Hawaii
$13.3M – – –
FCIM
171
Fairview Capital Investment Management
California
$13.3M +$2.08M +19,687 +19%
VIM
172
VCU Investment Management
Virginia
$13.3M – – –
NAM
173
North American Management
Massachusetts
$13M -$812K -7,693 -6%
HFA
174
High Falls Advisors
New York
$12.9M +$9.15M +86,727 +241%
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$12.9M +$3.05M +28,900 +31%
5 6
7
8 9