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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 %
ZB
751
Zions Bancorporation
Utah
$266K -$332K -3,033 -55%
PWM
752
Patriot Wealth Management
Texas
$264K +$264K +2,415 New
MWA
753
MFA Wealth Advisors
Pennsylvania
$264K +$264K +2,432 New
GCA
754
Guardian Capital Advisors
Ontario, Canada
$260K – – –
ATC
755
Argent Trust Co
Tennessee
$258K -$1.53K -14 -0.6%
OIA
756
OneDigital Investment Advisors
Kansas
$257K -$17.3K -158 -6%
LWA
757
Lowe Wealth Advisors
Maryland
$256K +$117K +1,068 +84%
ClearBridge Investments
758
ClearBridge Investments
New York
$253K -$876 -8 -0.3%
CAL
759
Capital Advisors Ltd
Ohio
$251K +$188K +1,720 +300%
AFA
760
Aurora Financial Advisors
Massachusetts
$249K +$249K +2,286 New
CCMG
761
Clark Capital Management Group
Pennsylvania
$248K -$18.1K -166 -7%
I
762
IberiaBank
Louisiana
$248K +$248K +2,274 New
AC
763
Abbrea Capital
California
$245K -$147K -1,345 -38%
THWM
764
Taylor Hoffman Wealth Management
Virginia
$245K +$245K +2,243 New
IWM
765
IHT Wealth Management
Illinois
$244K +$327 +3 +0.1%
LA
766
LexAurum Advisors
Kansas
$243K +$243K +2,231 New
Lido Advisors
767
Lido Advisors
California
$242K -$20.2K -185 -8%
SS
768
Sunbelt Securities
Texas
$240K +$240K +2,196 New
PWM
769
Perigon Wealth Management
California
$236K -$1.09M -9,941 -82%
ACP
770
Arcus Capital Partners
Georgia
$225K +$1.42K +13 +0.6%
FLI
771
Family Legacy Inc
South Carolina
$225K +$225K +2,056 New
WA
772
Wealth Architects
California
$223K -$51.6K -473 -19%
CONA
773
Capital One National Association
New York
$223K – – –
BW
774
Bison Wealth
Georgia
$219K – – –
IIA
775
IPG Investment Advisors
California
$219K -$164K -1,496 -43%
29 30
31
32 33