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 %
FWM
601
Frontier Wealth Management
Missouri
$701K +$47.9K +438 +7%
WP
602
WealthPLAN Partners
Nebraska
$700K -$107K -976 -13%
HCA
603
Harbour Capital Advisors
Virginia
$700K -$40.5K -370 -5%
SFM
604
Signature Financial Management
Virginia
$698K -$242K -2,220 -26%
SWM
605
Stockman Wealth Management
Montana
$695K +$19.7K +180 +3%
PIA
606
Peachtree Investment Advisors
Georgia
$694K -$210K -1,920 -23%
GT
607
Greenleaf Trust
Michigan
$685K +$198K +1,807 +41%
FC
608
FCA Corp
Texas
$652K +$54.9K +502 +9%
ATFA
609
All Terrain Financial Advisors
Minnesota
$650K +$650K +5,944 New
FAM
610
Foothills Asset Management
Arizona
$649K -$53.6K -490 -8%
CAM
611
Concorde Asset Management
Michigan
$647K -$359K -3,280 -36%
AIA
612
Avalon Investment & Advisory
Texas
$647K +$647K +5,922 New
GIP
613
Greatmark Investment Partners
Georgia
$646K -$35.6K -325 -5%
IT
614
Independence Trust
Tennessee
$640K – – –
WF
615
Welch & Forbes
Massachusetts
$637K -$21.9K -200 -3%
SCG
616
Sonata Capital Group
Washington
$636K +$87.4K +800 +16%
LWA
617
Lenox Wealth Advisors
New York
$634K +$45.2K +413 +8%
DAM
618
Delta Asset Management
Tennessee
$632K -$35K -320 -5%
PG
619
Patten Group
Tennessee
$628K -$109K -1,000 -15%
FWIA
620
Fort Washington Investment Advisors
Ohio
$621K -$653K – –
CAM
621
Cidel Asset Management
Ontario, Canada
$618K +$70K +640 +13%
DAS
622
Dynamic Advisor Solutions
Arizona
$615K -$67.1K -614 -10%
EDRH
623
Edmond de Rothschild Holding
Switzerland
$612K – – –
MWM
624
Mission Wealth Management
California
$604K +$185K +1,690 +44%
BWAM
625
Boyd Watterson Asset Management
Ohio
$600K +$109K +999 +22%
23 24
25
26 27