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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 %
SFSIG
651
San Francisco Sentry Investment Group
California
$491K -$16K -146 -3%
AWA
652
Artemis Wealth Advisors
New York
$483K – – –
GWM
653
Greenwich Wealth Management
Connecticut
$483K -$24.6K -225 -5%
AT
654
Arden Trust
Delaware
$474K -$20K -183 -4%
AWMG
655
Alliance Wealth Management Group
New Jersey
$465K -$10.7M -98,378 -96%
SEI Investments
656
SEI Investments
Pennsylvania
$461K +$32.5K +297 +8%
AWM
657
Avondale Wealth Management
Texas
$456K +$456K +4,171 New
CCFCSB
658
Cape Cod Five Cents Savings Bank
Massachusetts
$455K -$4.37K -40 -1%
JA
659
JOYN Advisors
Georgia
$455K +$455K +4,158 New
PNAA
660
Pictet North America Advisors
Switzerland
$448K – – –
BAM
661
Belpointe Asset Management
Nevada
$445K +$51.6K +472 +13%
OC
662
Oarsman Capital
Wisconsin
$444K -$2.43M -22,241 -85%
FWM
663
Focused Wealth Management
New York
$443K – – –
SG
664
Strid Group
Pennsylvania
$439K +$439K +4,012 New
AFIA
665
America First Investment Advisors
Nebraska
$438K -$18.4K -168 -4%
TIM
666
Tortoise Investment Management
New York
$433K -$54.5K -498 -11%
HWA
667
Heritage Wealth Advisors
Virginia
$432K +$27.8K +254 +7%
RCA
668
Rex Capital Advisors
Rhode Island
$429K – – –
CC
669
Courier Capital
New York
$426K +$426K +3,896 New
NCM
670
Novare Capital Management
North Carolina
$423K +$423K +3,872 New
FPS
671
Fieldpoint Private Securities
Connecticut
$418K -$1.72M -15,754 -80%
SFS
672
Summit Financial Strategies
Ohio
$418K +$32.7K +299 +8%
NPT
673
Nixon Peabody Trust
Massachusetts
$415K -$2.73K -25 -0.7%
WAM
674
Weatherly Asset Management
California
$411K -$5.03K -46 -1%
FPCP
675
Fort Point Capital Partners
California
$411K – – –
25 26
27
28 29