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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 %
CCP
326
Cardan Capital Partners
Colorado
$4.67M +$204K +1,866 +5%
MLFP
327
MPS Loria Financial Planners
Illinois
$4.64M -$58.7K -537 -1%
HI
328
Hudock Inc
Pennsylvania
$4.63M -$43K -393 -0.9%
PFT
329
Providence First Trust
Arizona
$4.62M +$1.42K +13 +0%
RA
330
RFG Advisory
Alabama
$4.61M +$4.08M +37,348 +775%
ACM
331
AlphaStar Capital Management
North Carolina
$4.59M +$1.34M +12,249 +41%
LW
332
Linscomb Wealth
Texas
$4.58M +$13.9K +127 +0.3%
PCA
333
Peddock Capital Advisors
Massachusetts
$4.56M -$96.2K -880 -2%
1SB
334
1ST Source Bank
Indiana
$4.43M +$125K +1,144 +3%
VanEck Associates
335
VanEck Associates
New York
$4.41M -$863K -7,898 -16%
CCM
336
Coldstream Capital Management
Washington
$4.4M +$680K +6,218 +18%
SSWM
337
Smith Salley Wealth Management
North Carolina
$4.38M +$60.1K +550 +1%
C
338
Clearshares
New York
$4.3M +$4.3M +39,367 New
FCT
339
Family Capital Trust
Massachusetts
$4.27M +$25.9K +237 +0.6%
ACM
340
Aviance Capital Management
Florida
$4.26M -$1.12M -10,214 -21%
OIWM
341
OptiFour Integrated Wealth Management
Virginia
$4.23M +$4.23M +38,644 New
SP
342
Sarasin & Partners
United Kingdom
$4.22M +$194K +1,776 +5%
CFGF
343
Compass Financial Group (Florida)
Florida
$4.21M -$199K -1,823 -5%
HCM
344
Hollencrest Capital Management
California
$4.12M +$108K +990 +3%
AAP
345
Arax Advisory Partners
Colorado
$4.03M -$44.9K -411 -1%
VCM
346
Virtue Capital Management
Tennessee
$4.02M +$4.02M +36,808 New
BAC
347
Boys Arnold & Co
North Carolina
$4.02M +$44.8K +410 +1%
BBA
348
BLB&B Advisors
Pennsylvania
$4.01M +$307K +2,809 +8%
GC
349
Garde Capital
Washington
$4M +$321K +2,932 +9%
KA
350
Kovack Advisors
Florida
$4M -$369K -3,375 -8%
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