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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 %
AWM
276
AE Wealth Management
Kansas
$7.26M +$3.22M +29,423 +80%
TFF
277
The Family Firm
Maryland
$7.25M -$135K -1,233 -2%
EGA
278
E&G Advisors
Texas
$7.25M -$160K -1,460 -2%
CT
279
CPF Texas
Texas
$7.17M +$7.17M +65,547 New
BAS
280
Brown Advisory Securities
Maryland
$7.12M -$10.9K -100 -0.2%
HCM
281
Hudson Capital Management
New Jersey
$7.04M +$7.04M +64,372 New
WB
282
WesBanco Bank
West Virginia
$7.02M +$114K +1,047 +2%
PT
283
Plimoth Trust
Massachusetts
$6.97M +$6.97M +63,737 New
FFA
284
Fragasso Financial Advisors
Pennsylvania
$6.94M -$7.59M -69,443 -52%
William Blair & Company
285
William Blair & Company
Illinois
$6.71M +$718K +6,570 +12%
EIA
286
Edgemoor Investment Advisors
Maryland
$6.71M +$4.13M +37,936 +160%
VAM
287
Verity Asset Management
North Carolina
$6.66M -$1.74M -16,057 -21%
HWP
288
Hefty Wealth Partners
Indiana
$6.64M +$2.43M +22,271 +58%
RIM
289
Redwood Investment Management
Arizona
$6.56M +$6.56M +59,967 New
HW
290
Hancock Whitney
Mississippi
$6.46M +$2.64M +24,193 +69%
Manulife (Manufacturers Life Insurance)
291
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.33M +$2.29M +20,973 +57%
BWA
292
BDO Wealth Advisors
Florida
$6.28M +$764K +6,992 +14%
AF
293
Arrow Financial
New York
$6.28M -$297K -2,713 -5%
WCM
294
Wunderlich Capital Managemnt
Tennessee
$6.22M +$113K +1,032 +2%
QA
295
Quantitative Advantage
Minnesota
$6.19M -$103K -943 -2%
GLA
296
Great Lakes Advisors
Illinois
$6.1M -$143K -1,312 -2%
RCP
297
Rothschild Capital Partners
New York
$6.1M -$5.37M -49,074 -47%
PWPS
298
Pinnacle Wealth Planning Services
Ohio
$5.94M +$5.94M +54,350 New
CC
299
Cadinha & Co
Hawaii
$5.93M +$2.05M +18,796 +53%
ST
300
Sentinel Trust
Texas
$5.93M +$130K +1,187 +2%
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