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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 %
MCM
251
MV Capital Management
Maryland
$8.77M -$69.1K -632 -0.8%
VC
252
Vicus Capital
Pennsylvania
$8.52M +$1.19M +10,840 +16%
RWG
253
Regal Wealth Group
California
$8.37M +$1.93M +17,627 +30%
WF
254
WealthTrust Fairport
Ohio
$8.37M +$1.64M +15,038 +24%
SHIM
255
Stone House Investment Management
Pennsylvania
$8.37M +$521K +4,768 +7%
WIM
256
Westside Investment Management
California
$8.37M -$452K -4,147 -5%
CBT
257
Central Bank & Trust
Kentucky
$8.3M +$1.18M +10,794 +17%
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$8.04M – – –
TSW
259
Thompson Siegel & Walmsley
Virginia
$7.97M +$2.64M +24,105 +49%
CFB
260
Cullen/Frost Bankers
Texas
$7.96M +$53K +485 +0.7%
ONB
261
Old National Bancorp
Indiana
$7.92M +$3.05M +27,936 +63%
GC
262
Guggenheim Capital
Illinois
$7.83M – – –
CCM
263
Canal Capital Management
Virginia
$7.83M +$462K +4,227 +6%
PAG
264
Pinnacle Advisory Group
Maryland
$7.8M +$440K +4,024 +6%
NA
265
Nottingham Advisors
New York
$7.79M +$255K +2,328 +3%
BF
266
BOK Financial
Oklahoma
$7.72M +$1.17M +10,730 +18%
OC
267
Oppenheimer & Co
New York
$7.69M +$93.9K +859 +1%
SS
268
Simplicity Solutions
Minnesota
$7.69M +$6.13M +56,033 +392%
WI
269
WrapManager Inc
California
$7.63M -$134K -1,227 -2%
Millennium Management
270
Millennium Management
New York
$7.63M -$2.78M -25,455 -27%
JIR
271
James Investment Research
Ohio
$7.55M -$227K -2,073 -3%
LNC
272
Lincoln National Corp
Pennsylvania
$7.54M +$3.87M +35,372 +105%
CCG
273
Cypress Capital Group
Florida
$7.44M +$112K +1,025 +2%
TFCP
274
Twin Focus Capital Partners
Massachusetts
$7.4M +$921K +8,426 +14%
MPPLM
275
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.28M +$7.28M +66,546 New
9 10
11
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