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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 %
MFT
701
Moisand Fitzgerald Tamayo
Florida
$356K -$17.3K -158 -5%
JIP
702
Jaffetilchin Investment Partners
Florida
$355K -$20.9K -191 -6%
NB
703
NBT Bank
New York
$351K -$4.7K -43 -1%
SWM
704
SeaCrest Wealth Management
New York
$346K +$346K +3,164 New
WIA
705
Wealthstreet Investment Advisors
Texas
$346K +$346K +3,166 New
CMBA
706
C.M. Bidwell & Associates
Hawaii
$345K +$345K +3,160 New
IP
707
Intellectus Partners
California
$338K +$148K +1,354 +78%
CIM
708
Confluence Investment Management
Missouri
$338K +$338K +3,091 New
NL
709
NVWM LLC
Pennsylvania
$336K +$336K +3,077 New
LIM
710
Leavell Investment Management
Alabama
$335K +$54.7K +500 +20%
JRP
711
Jasper Ridge Partners
California
$333K -$397K -3,630 -54%
UBG
712
United Bank (Georgia)
Georgia
$325K +$100K +918 +45%
MWAC
713
Mariner Wealth Advisors (Cincinnati)
Ohio
$325K +$325K +2,974 New
SSB
714
Sandy Spring Bank
Maryland
$322K +$18K +165 +6%
DG
715
Delek Group
Israel
$321K +$321K +2,937 New
LFS
716
Legacy Financial Strategies
Kansas
$319K +$319K +2,921 New
LYV
717
Live Your Vision
Pennsylvania
$317K +$316K +2,920 +24,333%
MWM
718
Meridian Wealth Management
Kentucky
$316K +$327 +3 +0.1%
NSIM
719
North Star Investment Management
Illinois
$313K +$49.9K +457 +19%
BJ
720
Brouwer & Janachowski
California
$312K – – –
BOS
721
Bingham Osborn & Scarborough
California
$311K -$106K -969 -25%
SSWM
722
Sheets Smith Wealth Management
North Carolina
$310K +$438 +4 +0.1%
NFG
723
Nations Financial Group
Iowa
$308K +$24.5K +224 +9%
DWM
724
Dakota Wealth Management
Florida
$308K +$66.4K +607 +27%
MCIA
725
Mountain Capital Investment Advisors
Colorado
$307K – – –
27 28
29
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