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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 %
PAM
626
Palisade Asset Management
Minnesota
$600K +$600K +5,492 New
SG
627
StoneX Group
New York
$598K -$261K -2,385 -30%
FIAS
628
FinTrust Investment Advisory Services
South Carolina
$595K -$5.46K -50 -0.9%
EAM
629
Eagle Asset Management
Florida
$590K +$342K +3,194 +138%
VIA
630
Vantage Investment Advisors
Pennsylvania
$588K +$273K +2,500 +87%
CFD
631
Creative Financial Designs
Indiana
$584K -$102K -937 -15%
SFSG
632
Stearns Financial Services Group
North Carolina
$581K +$3.83K +35 +0.7%
LNB
633
Ledyard National Bank
$569K -$142K -1,299 -20%
FCBT
634
First Citizens Bank & Trust
North Carolina
$566K +$566K +5,177 New
BAM
635
Brave Asset Management
New Jersey
$561K – – –
SA
636
SL Advisors
New Jersey
$559K – – –
KCM
637
Karp Capital Management
California
$551K -$49.9K -456 -8%
SCM
638
Stellar Capital Management
Arizona
$545K -$12.3K -112 -2%
AB
639
AT Bancorp
Iowa
$543K +$543K +4,965 New
BCM
640
Brookmont Capital Management
Texas
$533K -$15.9K -145 -3%
PCM
641
Pointe Capital Management
Michigan
$521K -$69.4K -635 -12%
SIA
642
Starfire Investment Advisers
Michigan
$521K +$521K +4,768 New
OCG
643
Opus Capital Group
Ohio
$518K -$59K -540 -10%
CCM
644
Coe Capital Management
Illinois
$513K +$83.6K +765 +19%
AIFS
645
A&I Financial Services
Colorado
$512K +$512K +4,687 New
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$510K -$219 -2 -0%
CWM
647
Cornerstone Wealth Management
Missouri
$503K -$18.2K -167 -3%
AFP
648
Ausdal Financial Partners
Iowa
$501K -$21.2K -194 -4%
PSUF
649
People's United Financial
Connecticut
$494K +$494K +4,521 New
CB
650
Chemical Bank
Michigan
$493K +$128K +1,175 +35%
24 25
26
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