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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 %
CAMG
676
CWA Asset Management Group
Florida
$408K -$50K -458 -11%
EAM
677
Evanson Asset Management
California
$407K -$3.28K -30 -0.8%
WPC
678
Waters Parkerson & Co
Louisiana
$407K +$172K +1,575 +73%
LC
679
LCNB Corp
Ohio
$406K +$32.8K +300 +9%
HIIFS
680
Harel Insurance Investments & Financial Services
Israel
$405K – – –
AF
681
Aldebaran Financial
$404K – – –
RTS
682
Round Table Services
New Jersey
$396K – – –
Koshinski Asset Management
683
Koshinski Asset Management
Illinois
$395K +$395K +3,615 New
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$390K -$189K -1,727 -33%
TCOT
685
Trust Company of Toledo
Ohio
$390K – – –
KTC
686
Kistler-Tiffany Companies
Pennsylvania
$390K +$390K +3,565 New
BFG
687
Beacon Financial Group
Texas
$385K +$385K +3,524 New
NGA
688
Naples Global Advisors
Florida
$382K – – –
RIM
689
Rampart Investment Management
Connecticut
$382K +$1.42K +13 +0.4%
CCA
690
Catalyst Capital Advisors
New York
$380K +$380K +3,475 New
GJIC
691
Gamble Jones Investment Counsel
California
$374K -$6.88K -63 -2%
OWM
692
Orgel Wealth Management
Wisconsin
$372K +$79.9K +732 +27%
CAM
693
Cubic Asset Management
Massachusetts
$371K -$9.84K -90 -3%
TSS
694
Two Sigma Securities
New York
$368K -$2.45M -22,458 -87%
SRC
695
Shufro Rose & Co
New York
$368K – – –
CAW
696
Cornerstone Advisors (Washington)
Washington
$365K +$875 +8 +0.2%
PWM
697
Paulson Wealth Management
Illinois
$363K +$363K +3,316 New
FIM
698
Fernwood Investment Management
Massachusetts
$359K +$359K +3,282 New
DIA
699
Denver Investment Advisors
Colorado
$358K -$17.4K -159 -5%
CFA
700
Carroll Financial Associates
North Carolina
$356K -$43.8K -401 -11%
26 27
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