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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 %
AIM
551
Advantage Investment Management
Iowa
$941K -$571K -5,224 -38%
SCA
552
Sage Capital Advisors
South Dakota
$919K +$919K +8,404 New
MCM
553
Maryland Capital Management
Maryland
$915K -$460K -4,207 -33%
ACM
554
Ashford Capital Management
Delaware
$914K -$1.02M -9,329 -53%
BWM
555
BerganKDV Wealth Management
Minnesota
$910K +$18.9K +173 +2%
WPC
556
White Pine Capital
Minnesota
$907K +$27.3K +250 +3%
SCM
557
Stordahl Capital Management
Colorado
$906K +$906K +8,290 New
FCAG
558
First Capital Advisors Group
New Jersey
$892K -$210K -1,921 -19%
SCM
559
Shelton Capital Management
Colorado
$873K -$88.2K -807 -9%
F
560
Filament
Washington
$868K – – –
SP
561
Successful Portfolios
Florida
$867K +$867K +7,933 New
CSM
562
CAMG Solamere Management
North Carolina
$865K -$109 -1 -0%
JG
563
Jefferies Group
New York
$865K +$865K +7,908 New
A
564
AdvicePeriod
California
$864K +$864K +7,907 New
HTC
565
Haverford Trust Company
Pennsylvania
$853K -$52.3K -478 -6%
CI
566
Cambiar Investors
Colorado
$844K -$1.09K -10 -0.1%
Retirement Systems of Alabama
567
Retirement Systems of Alabama
Alabama
$826K +$826K +7,551 New
CWM
568
Cranbrook Wealth Management
Michigan
$823K -$15K -137 -2%
EAMA
569
EFG Asset Management (Americas)
Florida
$820K +$93.8K +858 +13%
PV
570
Private Vista
Illinois
$813K +$203K +1,855 +33%
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$812K -$8.86K -81 -1%
SWA
572
SFMG Wealth Advisors
Texas
$802K -$20.8K -190 -3%
MIM
573
MetLife Investment Management
New Jersey
$795K +$795K +7,269 New
BPC
574
Banque Pictet & Cie
Switzerland
$790K +$342K +3,130 +76%
GFP
575
Gryphon Financial Partners
Ohio
$789K +$789K +7,217 New
21 22
23
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