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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 %
BTIS
426
BB&T Investment Services
North Carolina
$2.36M +$1.01M +9,186 +74%
Luther King Capital Management (LKCM)
427
Luther King Capital Management (LKCM)
Texas
$2.36M +$91.6K +838 +4%
FFBTD
428
First Financial Bank - Trust Division
Ohio
$2.35M +$98.8K +903 +4%
HCM
429
Horan Capital Management
Maryland
$2.34M -$7.56M -69,193 -76%
HFP
430
Holistic Financial Partners
Indiana
$2.32M +$2.32M +21,183 New
PP
431
PagnatoKarp Partners
Virginia
$2.25M -$300K -2,747 -12%
PCMC
432
Paragon Capital Management (Colorado)
Colorado
$2.24M +$45.8K +419 +2%
EK
433
Evensky & Katz
Florida
$2.23M +$28.9K +264 +1%
KWM
434
Kingsview Wealth Management
Oregon
$2.22M +$14.3K +131 +0.6%
FT
435
Fiduciary Trust
Massachusetts
$2.21M -$24.3K -222 -1%
DCM
436
Dimension Capital Management
Florida
$2.2M +$25.2K +230 +1%
ECM
437
Exchange Capital Management
Michigan
$2.12M +$175K +1,598 +9%
PI
438
PineBridge Investments
New York
$2.12M +$2.12M +19,375 New
RWM
439
RKL Wealth Management
Pennsylvania
$2.1M +$294K +2,694 +16%
BSAM
440
Blue Sky Asset Management
Colorado
$2.09M +$2.09M +19,104 New
FHC
441
First Heartland Consultants
Missouri
$2.08M +$86.5K +791 +4%
LFS
442
Lutz Financial Services
Nebraska
$2.03M +$2.03M +18,574 New
RCA
443
Rowland Carmichael Advisors
Arizona
$2.02M -$45.3K -414 -2%
ADL
444
Asset Dedication LLC
California
$1.99M +$105K +956 +6%
BRWA
445
B. Riley Wealth Advisors
Florida
$1.98M +$234K +2,142 +13%
KL
446
KWMG LLC
Kansas
$1.96M +$102K +929 +5%
PTC
447
Private Trust Company
Ohio
$1.93M +$201K +1,839 +12%
WS
448
Wedbush Securities
California
$1.92M +$1.2M +11,001 +168%
PWG
449
Private Wealth Group
Florida
$1.91M +$1.91M +17,423 New
CDIA
450
Capital Directions Investment Advisors
Georgia
$1.87M +$27K +247 +1%
16 17
18
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