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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 %
CBU
726
CIBC Bank USA
Illinois
$307K +$19.4K +177 +7%
CIC
727
Carnegie Investment Counsel
Ohio
$306K +$7.4K +69 +2%
FNT
728
First National Trust
Pennsylvania
$303K -$55K -502 -15%
RFA
729
Reilly Financial Advisors
California
$303K +$1.2K +11 +0.4%
SFG
730
StrategIQ Financial Group
Indiana
$297K -$94.2K -864 -24%
VCA
731
Verdence Capital Advisors
Maryland
$295K +$295K +2,700 New
BA
732
Ballew Advisors
Mississippi
$291K +$291K +2,660 New
WI
733
Wedgewood Investors
Pennsylvania
$288K – – –
SBIA
734
Sheaff Brock Investment Advisors
Indiana
$287K – – –
Jane Street
735
Jane Street
New York
$285K -$116M -1,064,417 -100%
1IA
736
1834 Investment Advisors
Wisconsin
$283K +$10.9K +100 +4%
NFG
737
Next Financial Group
Texas
$282K -$41.9K -383 -13%
SWM
738
Sequoia Wealth Management
Illinois
$281K +$281K +2,572 New
AFC
739
AFT Forsyth & Company
Florida
$280K +$280K +2,565 New
RI
740
Ridgewood Investments
New Jersey
$278K +$2.18K +20 +0.8%
GT
741
Glenview Trust
Kentucky
$277K – – –
HPC
742
Hobart Private Capital
North Carolina
$276K +$276K +2,520 New
LRIA
743
Leonard Rickey Investment Advisors
Washington
$274K +$274K +2,508 New
SFWA
744
Summit Financial Wealth Advisors
Louisiana
$273K +$273K +2,496 New
DP
745
DDD Partners
Washington
$273K +$273K +2,497 New
Principal Financial Group
746
Principal Financial Group
Iowa
$273K +$273K +2,498 New
PWAG
747
Polaris Wealth Advisory Group
California
$272K -$11.7M -107,259 -98%
VFA
748
Valeo Financial Advisors
Indiana
$271K +$49.7K +454 +22%
AIM
749
Arcadia Investment Management
Michigan
$267K -$13.1K -120 -5%
TFA
750
Toth Financial Advisory
Virginia
$267K +$267K +2,438 New
28 29
30
31 32