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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 %
HB
476
Homrich & Berg
Georgia
$1.59M +$255K +2,329 +19%
NEPWA
477
New England Private Wealth Advisors
Massachusetts
$1.55M +$10.2K +93 +0.7%
AWS
478
AJ Wealth Strategies
New York
$1.55M +$1.75K +16 +0.1%
APP
479
Avantax Planning Partners
Iowa
$1.53M -$232K -2,126 -13%
DBRC
480
D.B. Root & Company
Pennsylvania
$1.52M +$1.52M +13,894 New
AIIMS
481
Analyst IMS Investment Management Services
Israel
$1.51M +$98K +897 +7%
AWA
482
Arete Wealth Advisors
Illinois
$1.5M +$225K +2,055 +18%
CG
483
Colony Group
Massachusetts
$1.5M +$308K +2,821 +26%
Wolverine Trading
484
Wolverine Trading
Illinois
$1.48M +$1.48M +13,575 New
WCM
485
Wealthcare Capital Management
Virginia
$1.47M -$125K -1,147 -8%
KWMG
486
King Wealth Management Group
Florida
$1.47M +$157K +1,440 +12%
AII
487
AGF Investments Inc
Ontario, Canada
$1.46M -$106K -971 -7%
CIA
488
Capital Investment Advisors
Georgia
$1.45M -$8.75K -80 -0.6%
FHA
489
Flagship Harbor Advisors
Massachusetts
$1.43M -$46.7K -429 -3%
JGUA
490
John G. Ullman & Associates
New York
$1.41M +$76.5K +700 +6%
CF
491
Centaurus Financial
California
$1.4M +$1.4M +12,839 New
SMDAM
492
Sumitomo Mitsui DS Asset Management
Japan
$1.4M +$102K +935 +8%
LI
493
LVZ Inc
Michigan
$1.39M +$57.6K +527 +4%
GRP
494
Global Retirement Partners
California
$1.39M +$166K +1,521 +14%
FC
495
Forte Capital
New York
$1.38M +$76.3K +698 +6%
TNBTD
496
Trustmark National Bank Trust Department
Mississippi
$1.36M -$254K -2,327 -16%
TL
497
TrueWealth LLC
Georgia
$1.35M +$1.35M +12,379 New
COI
498
Connable Office Inc
Michigan
$1.33M -$158K -1,443 -11%
EWM
499
Evercore Wealth Management
New York
$1.33M +$388K +3,545 +41%
PA
500
Parallel Advisors
California
$1.31M -$8.53K -78 -0.6%
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