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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
+$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 %
GLA
201
Good Life Advisors
Pennsylvania
$10.8M +$147K +1,389 +1%
AP
202
Appleton Partners
Massachusetts
$10.6M -$209K -1,980 -2%
HNB
203
Huntington National Bank
Ohio
$10.6M -$11.1M – –
WFWM
204
Wechter Feldman Wealth Management
New Jersey
$10.6M -$217K -2,054 -2%
PAG
205
Pinnacle Advisory Group
Maryland
$10.5M +$10M +94,752 +2,004%
PA
206
Parkside Advisors
California
$10.5M -$38.7K -367 -0.4%
WA
207
Wilshire Advisors
California
$10.4M -$1.97M -18,686 -16%
TCM
208
Twin Capital Management
Pennsylvania
$10.4M -$1.97M -18,670 -16%
VFA
209
Voya Financial Advisors
Connecticut
$10.2M +$744K +7,041 +8%
GWM
210
Geneos Wealth Management
Colorado
$10.2M -$7.78M -76,148 -43%
PFM
211
Peak Financial Management
Massachusetts
$10.1M -$230K -2,181 -2%
CJA
212
C-J Advisory
California
$10.1M +$98K +929 +1%
AIM
213
Acropolis Investment Management
Missouri
$10M -$285K -2,703 -3%
OCM
214
One Capital Management
California
$9.74M -$130K -1,235 -1%
SIM
215
SSI Investment Management
California
$9.71M -$3.17K -30 -0%
AMG
216
Asset Management Group
Connecticut
$9.61M -$483K -4,580 -5%
PFS
217
Prospera Financial Services
Texas
$9.61M -$5.53M -52,795 -37%
BIAS
218
Beacon Investment Advisory Services
New Jersey
$9.56M -$9.22M -87,395 -49%
Fisher Asset Management
219
Fisher Asset Management
Washington
$9.52M +$1.51M +14,348 +19%
DCM
220
DeGreen Capital Management
Arizona
$9.51M -$257K -2,432 -3%
SFPM
221
Sensible Financial Planning & Management
Massachusetts
$9.39M -$4.23M -40,104 -31%
SFA
222
Stewardship Financial Advisors
Georgia
$9.38M +$347K +3,285 +4%
HW
223
Hancock Whitney
Mississippi
$9.07M +$306K +2,899 +3%
WC
224
Whitney & Co
New York
$9.06M +$3.2M +30,736 +55%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$9.01M +$697K +6,609 +8%
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