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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 %
CFP
301
Cornerstone Financial Partners
North Carolina
$5.91M +$5.91M +53,738 New
PC
302
Premise Capital
Illinois
$5.9M +$36.8K +335 +0.6%
3AM
303
3EDGE Asset Management
Florida
$5.82M +$230K +2,100 +4%
PI
304
PFS Investments
Georgia
$5.82M +$5.82M +53,786 New
WA
305
Winfield Associates
Ohio
$5.58M -$204K -1,863 -4%
AllianceBernstein
306
AllianceBernstein
Tennessee
$5.52M -$128K -1,170 -2%
WI
307
Wintrust Investments
Illinois
$5.5M +$241K +2,202 +5%
FAIM
308
Financial Advocates Investment Management
Washington
$5.47M +$5.47M +49,989 New
DWM
309
Darwin Wealth Management
Florida
$5.46M +$1.45M +13,227 +36%
PAMG
310
Patton Albertson Miller Group
Tennessee
$5.39M -$2.34M -21,438 -30%
Fisher Asset Management
311
Fisher Asset Management
Washington
$5.38M +$1.19M +10,867 +28%
IWA
312
Independence Wealth Advisors
Virginia
$5.35M +$5.35M +48,974 New
FMW
313
Farr Miller & Washington
District of Columbia
$5.34M +$158K +1,444 +3%
SCA
314
Snowden Capital Advisors
New York
$5.32M -$1.8M -16,422 -25%
LSAG
315
Lake Street Advisors Group
New Hampshire
$5.24M +$5.24M +47,967 New
RMC
316
Regis Management Company
California
$5.16M – – –
MCM
317
Makena Capital Management
California
$5.14M -$3.76M -34,417 -42%
SC
318
Scotia Capital
Ontario, Canada
$5.06M +$86.7K +793 +2%
HSA
319
HBK Sorce Advisory
Pennsylvania
$4.99M +$3.94M +36,043 +376%
PA
320
Planning Alternatives
Michigan
$4.92M +$138K +1,263 +3%
WAAG
321
Wealth Alliance Advisory Group
Kansas
$4.85M +$4.85M +44,394 New
JIC
322
Johnson Investment Counsel
Ohio
$4.81M -$875 -8 -0%
TIA
323
Tiemann Investment Advisors
California
$4.8M +$95.9K +877 +2%
CGI
324
Cougar Global Investments
Ontario, Canada
$4.77M -$1.05M -9,619 -18%
GBT
325
Grove Bank & Trust
Florida
$4.68M +$245K +2,244 +6%
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