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 %
HS
501
Huntington Steele
Pennsylvania
$1.31M +$1.75K +16 +0.1%
SYBT
502
Stock Yards Bank & Trust
Kentucky
$1.31M +$1.31M +11,933 New
WCG
503
Wall Capital Group
Arizona
$1.3M -$731K -6,684 -36%
WTC
504
WhitTier Trust Company
Nevada
$1.3M +$185K +1,693 +17%
CCA
505
Cobblestone Capital Advisors
New York
$1.29M +$1.29M +11,832 New
TC
506
Trust Company
Kansas
$1.29M +$1.15M +10,520 +846%
SWP
507
Strategic Wealth Partners
Ohio
$1.29M +$1.29M +11,742 New
NWM
508
Northwest Wealth Management
Iowa
$1.28M +$181K +1,657 +16%
First Trust Advisors
509
First Trust Advisors
Illinois
$1.27M +$330K +3,016 +35%
MHS
510
M Holdings Securities
Oregon
$1.25M +$163K +1,488 +15%
PCA
511
Providence Capital Advisors
North Carolina
$1.22M +$1.22M +11,157 New
CFG
512
Citizens Financial Group
Rhode Island
$1.22M -$328K -3,000 -21%
BFC
513
Blue Fin Capital
Rhode Island
$1.2M +$60.1K +550 +5%
SAS
514
Sage Advisory Services
Texas
$1.19M +$62.9K +575 +6%
CFN
515
Cordasco Financial Network
Florida
$1.19M +$29.7K +272 +3%
BWP
516
BSW Wealth Partners
Colorado
$1.16M +$105K +964 +10%
AP
517
Advisors Preferred
Maryland
$1.16M -$113K -1,032 -9%
MVIP
518
Mar Vista Investment Partners
California
$1.16M +$91.4K +836 +9%
SMC
519
Smith, Moore & Co
Missouri
$1.15M +$56.8K +520 +5%
PCA
520
Personal Capital Advisors
California
$1.15M +$769K +7,038 +202%
BI
521
Ballast Inc
Kentucky
$1.15M +$1.15M +10,497 New
BC
522
Brinker Capital
Pennsylvania
$1.14M +$115K +1,053 +11%
EFS
523
Essex Financial Services
Connecticut
$1.13M +$674K +6,162 +148%
GPW
524
GFS Private Wealth
Florida
$1.13M +$1.13M +10,312 New
SSG
525
Summit Securities Group
New York
$1.12M +$1.12M +10,276 New
19 20
21
22 23