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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 %
VCM
576
Vivaldi Capital Management
Illinois
$789K +$789K +7,220 New
CC
577
Cedar Capital
Illinois
$787K +$109K +999 +16%
ST
578
Smithfield Trust
Pennsylvania
$784K – – –
CB
579
CNB Bank
Pennsylvania
$783K +$783K +7,169 New
NFG
580
NewFocus Financial Group
Washington
$782K -$29K -265 -4%
TF
581
Tompkins Financial
New York
$781K -$44.7K -409 -5%
WWM
582
Willingdon Wealth Management
North Carolina
$779K +$34.8K +318 +5%
NCM
583
New Capital Management
Texas
$778K -$121K -1,107 -13%
VA
584
Valmark Advisers
Ohio
$771K +$265K +2,428 +52%
WC
585
Weil Company
California
$770K +$770K +7,045 New
BC
586
Burney Company
Virginia
$766K +$199K +1,820 +35%
WPA
587
West Paces Advisors
Georgia
$755K +$120K +1,100 +19%
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$752K +$660K +6,043 +721%
BOTW
589
Bank of the West
California
$750K +$163K +1,488 +28%
CPA
590
Clear Perspective Advisors
Illinois
$747K +$298K +2,725 +66%
SDWMA
591
Schneider Downs Wealth Management Advisors
Pennsylvania
$746K -$6.46K -59 -0.9%
JCM
592
Janney Capital Management
Pennsylvania
$745K -$26.3K -241 -3%
CGL
593
Clarius Group LLC
Washington
$744K +$25.5K +233 +4%
TA
594
Townsend & Associates
Colorado
$742K +$742K +6,791 New
NDSI
595
Newman Dignan & Sheerar Inc
Rhode Island
$737K +$77.3K +707 +12%
BHBT
596
Burke & Herbert Bank & Trust
Virginia
$729K -$98.5K -900 -12%
FFA
597
First Foundation Advisors
California
$723K +$510K +4,668 +240%
TC
598
Telemus Capital
Michigan
$715K +$434K +3,969 +154%
TNB
599
Thomasville National Bank
Georgia
$703K -$222K -2,032 -24%
AIP
600
Ameritas Investment Partners
Nebraska
$701K -$162K -3,244 -19%
22 23
24
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