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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 %
EIA
451
Eldridge Investment Advisors
New Hampshire
$1.87M +$1.87M +17,134 New
State Street
452
State Street
Massachusetts
$1.87M +$143K +1,310 +8%
CFG
453
CKW Financial Group
Hawaii
$1.86M -$271K -2,481 -13%
HH
454
Hilltop Holdings
Texas
$1.86M +$1.59M +14,504 +577%
CAM
455
Crestone Asset Management
Colorado
$1.83M – – –
HW
456
Hedeker Wealth
Illinois
$1.82M +$464K +4,248 +34%
TCM
457
Traynor Capital Management
Pennsylvania
$1.81M -$125K -1,146 -6%
BBA
458
Braun-Bostich & Associates
Pennsylvania
$1.8M +$1.8M +16,498 New
APA
459
American Portfolios Advisors
New York
$1.78M +$1.78M +16,304 New
AIM
460
Anchor Investment Management
South Carolina
$1.78M +$248K +2,268 +16%
KFC
461
Klingenstein Fields & Co
New York
$1.78M – – –
LFG
462
Larson Financial Group
Missouri
$1.78M +$1.78M +16,239 New
JWS
463
Juncture Wealth Strategies
Arizona
$1.75M +$153K +1,399 +10%
ALIONA
464
Allianz Life Insurance of North America
Minnesota
$1.74M +$334K +3,055 +24%
ACI
465
Alpha Cubed Investments
California
$1.73M +$489K +4,472 +39%
KF
466
Krilogy Financial
Missouri
$1.71M +$1.38M +12,624 +422%
CAN
467
Claraphi Advisory Network
United States
$1.68M +$1.68M +15,396 New
SBA
468
Secrest Blakey & Associates
North Carolina
$1.67M +$1.67M +15,304 New
AIA
469
Allegis Investment Advisors
Idaho
$1.67M -$4.62M -42,256 -73%
BPB
470
Badgley, Phelps & Bell
Washington
$1.66M +$54.1K +495 +3%
WSFS
471
Wilmington Savings Fund Society
Delaware
$1.64M +$39.8K +364 +2%
ACP
472
Aviance Capital Partners
Florida
$1.63M -$104K -948 -6%
T
473
Thomaspartners
Massachusetts
$1.62M -$27.9K -255 -2%
BJL
474
Brighton Jones LLC
Washington
$1.61M +$172K +1,570 +12%
PAM
475
Peak Asset Management
Colorado
$1.59M -$117K -1,067 -7%
17 18
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