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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
+$511M
2
Bank of America
Bank of America
North Carolina
+$293M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$246M
4
RJA
Raymond James & Associates
Florida
+$241M
5
Creative Planning
Creative Planning
Kansas
+$176M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
2
Barclays
Barclays
United Kingdom
-$181M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$121M
4
Jane Street
Jane Street
New York
-$116M
5
SG Americas Securities
SG Americas Securities
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Continuum Advisory
Idaho
$3.99M -$78.7K -720 -2%
CAG
352
Crestwood Advisors Group
Massachusetts
$3.87M +$225K +2,058 +6%
BSB
353
Bangor Savings Bank
Maine
$3.83M -$539K -4,931 -12%
WC
354
Whitney & Co
New York
$3.78M +$2.64M +24,113 +230%
Squarepoint
355
Squarepoint
New York
$3.76M +$593K +5,423 +19%
OPWM
356
Oak Point Wealth Management
Michigan
$3.75M +$3.75M +34,212 New
IFS
357
Ifrah Financial Services
Arkansas
$3.66M +$57.9K +530 +2%
FAN
358
Financial Advisors Network
California
$3.65M +$11.5K +105 +0.3%
CHA
359
Cedar Hill Associates
Illinois
$3.63M -$1.31M -11,943 -26%
JSA
360
Jacobson & Schmitt Advisors
Wisconsin
$3.62M -$46.2K -423 -1%
CTA
361
Chesley Taft & Associates
Illinois
$3.59M -$73.8K -675 -2%
SWM
362
SVA Wealth Management
Wisconsin
$3.58M +$22.1K +202 +0.6%
PWW
363
Pettyjohn Wood & White
Virginia
$3.57M -$716K -6,550 -17%
NEGWA
364
New England Guild Wealth Advisors
Connecticut
$3.53M +$3.53M +32,329 New
GP
365
Girard Partners
Pennsylvania
$3.52M -$6.84M -62,595 -66%
BFM
366
Broadview Financial Management
Wisconsin
$3.5M +$3.5M +32,015 New
AF
367
Advisornet Financial
Minnesota
$3.46M +$3.46M +31,684 New
STA
368
Summit Trail Advisors
New York
$3.43M +$3.43M +31,549 New
EWA
369
EP Wealth Advisors
California
$3.41M +$489K +4,469 +17%
Axa
370
Axa
France
$3.39M +$108K +990 +3%
HCM
371
Harvest Capital Management
New Hampshire
$3.36M -$33.9K -310 -1%
MBTD
372
Mechanics Bank - Trust Department
California
$3.35M +$173K +1,580 +5%
MWM
373
Mascoma Wealth Management
New Hampshire
$3.34M -$2.75M -25,661 -45%
IA
374
IndexIQ Advisors
New York
$3.33M +$1.92M +17,557 +136%
AA
375
Ancora Advisors
Ohio
$3.3M +$468K +4,279 +17%
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