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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 %
G
526
GenTrust
Florida
$1.12M +$1.12M +10,201 New
KSA
527
Ken Stern & Associates
California
$1.1M +$1.1M +10,054 New
PA
528
Pinnacle Associates
New York
$1.09M -$273K -2,499 -20%
CCM
529
Colorado Capital Management
Colorado
$1.09M -$50.1K -458 -4%
CM
530
Cornerstone Management
Georgia
$1.09M +$252K +2,307 +30%
ATC
531
Adirondack Trust Company
New York
$1.09M -$2.73K -25 -0.3%
CM
532
Columbus Macro
Pennsylvania
$1.08M +$1.08M +9,912 New
GKWIM
533
Gerber Kawasaki Wealth & Investment Management
California
$1.08M +$436K +3,988 +68%
GCA
534
Gradient Capital Advisors
California
$1.07M +$1.07M +9,827 New
FIB
535
First Interstate Bank
Montana
$1.07M +$9.51K +87 +0.9%
BFEC
536
Benjamin F. Edwards & Company
Missouri
$1.07M +$25.8K +236 +2%
BMCM
537
Bryn Mawr Capital Management
Pennsylvania
$1.06M – – –
DC
538
Davenport & Co
Virginia
$1.06M +$157K +1,433 +17%
TRCT
539
Tower Research Capital (TRC)
New York
$1.06M -$41.6K -381 -4%
IWC
540
Integrated Wealth Concepts
Massachusetts
$1.03M +$1.03M +9,465 New
PO
541
Private Ocean
California
$1.03M – – –
LFG
542
LifePlan Financial Group
Ohio
$1.02M – – –
CCM
543
Crabel Capital Management
California
$990K +$990K +9,052 New
EWM
544
Empirical Wealth Management
Washington
$982K -$104K -952 -10%
SGCA
545
Steel Grove Capital Advisors
Tennessee
$982K – – –
AFM
546
Andesa Financial Management
Pennsylvania
$957K +$957K +8,759 New
FA
547
Fortis Advisors
Pennsylvania
$952K +$702K +6,420 +280%
CA
548
Cambridge Advisors
Nebraska
$950K – – –
NEIRG
549
New England Investment & Retirement Group
Massachusetts
$944K +$30.6K +280 +3%
SCA
550
SMH Capital Advisors
Texas
$943K +$943K +8,624 New
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