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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

889 hedge funds and large institutions have $40.5B invested in iShares Core US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 382 increasing their positions, 258 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+128
Holders Change %
+16.82%
% of All Funds
20.19%
Holding in Top 10
196
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+8.89%
% of All Funds
4.45%
New
180
Increased
382
Reduced
258
Closed
43
Calls
$1.76M
Puts
$2.14M
Net Calls
-$383K
Net Calls Change
-$1.11M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.87B
2
Bank of America
Bank of America
North Carolina
$2.07B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.29B
4
RJA
Raymond James & Associates
Florida
$1.9B
5
Creative Planning
Creative Planning
Kansas
$1.51B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$777M
2
Barclays
Barclays
United Kingdom
$17.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15M
4
Jane Street
Jane Street
New York
$285K
5
SG Americas Securities
SG Americas Securities
New York
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
226
Asset Management Group
Connecticut
$10.6M +$31.4K +287 +0.3%
CWM
227
Confluence Wealth Management
Oregon
$10.5M -$658K -6,021 -6%
ACP
228
Aveo Capital Partners
Colorado
$10.5M -$509K -4,657 -5%
ASN
229
Advisory Services Network
Georgia
$10.4M +$3.61M +33,032 +53%
SIM
230
SSI Investment Management
California
$10.4M +$186K +1,700 +2%
HCM
231
Howard Capital Management
Georgia
$10.4M +$10.4M +94,865 New
FTIOP
232
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.3M +$10.3M +94,472 New
CAM
233
Caprin Asset Management
Virginia
$10.3M -$40.5K -370 -0.4%
LFAS
234
Level Four Advisory Services
Texas
$10.3M -$3.77M -34,498 -27%
CB
235
Commerce Bank
Missouri
$10.2M -$643K -5,878 -6%
OCM
236
One Capital Management
California
$10.2M +$225K +2,060 +2%
VIM
237
VCU Investment Management
Virginia
$10.1M – – –
SFS
238
Sowell Financial Services
Arkansas
$9.98M +$1.09M +10,095 +12%
KFGK
239
Keystone Financial Group (Kentucky)
Kentucky
$9.72M +$9.72M +129,077 New
CJA
240
C-J Advisory
California
$9.68M +$918K +8,392 +10%
FFS
241
Founders Financial Securities
Maryland
$9.63M +$895K +8,183 +10%
RFS
242
Rockefeller Financial Services
New York
$9.56M -$20K -183 -0.2%
SPIA
243
Steward Partners Investment Advisory
New York
$9.55M -$1.56M -14,297 -14%
GWM
244
Geneos Wealth Management
Colorado
$9.51M +$2M +18,264 +27%
ZCA
245
Zeke Capital Advisors
Pennsylvania
$9.42M +$543K +4,968 +6%
DT
246
Diversified Trust
Tennessee
$9.32M +$924K +8,455 +11%
DRS
247
Deane Retirement Strategies
Louisiana
$9.28M -$211K -1,926 -2%
HGWM
248
Harvest Group Wealth Management
Massachusetts
$9.11M +$9.11M +83,325 New
SFP
249
Shepherd Financial Partners
Massachusetts
$8.88M -$784K -7,175 -8%
CLOS
250
Compagnie Lombard Odier SCmA
Switzerland
$8.79M +$4.72M +43,200 +116%
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