AGG icon

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 %
BNP Paribas Financial Markets
401
BNP Paribas Financial Markets
France
$2.66M -$478K -4,370 -15%
FC
402
Financial Consulate
Maryland
$2.66M -$18.8K -172 -0.7%
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$2.64M +$147K +1,344 +6%
CANC
404
Culbertson A N & Co
Virginia
$2.63M +$448K +4,094 +20%
PA
405
PFG Advisors
Arizona
$2.63M +$2.63M +24,017 New
SCA
406
STALEY CAPITAL ADVISERS
Pennsylvania
$2.62M – – –
YP
407
Yellowstone Partners
Idaho
$2.62M -$934K -8,543 -26%
NL
408
NWAM LLC
Washington
$2.62M +$2.41K +22 +0.1%
Capstone Investment Advisors
409
Capstone Investment Advisors
New York
$2.61M -$446K -4,082 -15%
BL
410
BFSG LLC
California
$2.59M +$442K +4,040 +21%
AIA
411
Affinity Investment Advisors
California
$2.55M – – –
AWM
412
Altavista Wealth Management
North Carolina
$2.51M +$464K +4,243 +23%
TFA
413
Transamerica Financial Advisors
Florida
$2.49M -$228K -2,085 -8%
IFWM
414
Institute for Wealth Management
Colorado
$2.49M -$484K -4,434 -16%
W
415
WealthShield
North Carolina
$2.49M +$2.49M +22,808 New
WP
416
WealthShield Partners
North Carolina
$2.49M +$2.49M +22,808 New
LP
417
LGL Partners
Pennsylvania
$2.48M +$2.73K +25 +0.1%
DPI
418
Diversified Portfolios Inc
Michigan
$2.48M -$296K -2,709 -11%
MGIA
419
Moneta Group Investment Advisors
Missouri
$2.48M +$86.4K +790 +4%
BIA
420
Bigelow Investment Advisors
Maine
$2.46M +$2.46M +22,492 New
DC
421
DeDora Capital
California
$2.42M +$2.42M +22,163 New
HS
422
Horan Securities
United States
$2.42M +$114K +1,049 +5%
Northern Trust
423
Northern Trust
Illinois
$2.39M +$364K +333,147 +18%
GW
424
GW & Wade
Massachusetts
$2.38M +$1.86K +17 +0.1%
AG
425
AlphaSimPlex Group
Massachusetts
$2.37M +$2.37M +21,705 New
15 16
17
18 19