AGG icon

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 %
HFA
776
Huber Financial Advisors
Illinois
$218K +$218K +1,990 New
BFPW
777
BOK Financial Private Wealth
Colorado
$217K -$49K -449 -18%
RW
778
REDW Wealth
New Mexico
$217K -$5.7K -52 -3%
VHAM
779
Van Hulzen Asset Management
California
$215K +$215K +1,968 New
ACG
780
Allen Capital Group
Nebraska
$211K +$211K +1,932 New
TTWM
781
TCV Trust & Wealth Management
Virginia
$210K -$49.7K -455 -19%
MIM
782
Macroview Investment Management
Maryland
$208K -$209K -1,907 -50%
MCM
783
Mengis Capital Management
Oregon
$208K -$20K -183 -9%
HIC
784
Holderness Investments Company
North Carolina
$208K -$19.2K -175 -8%
Bessemer Group
785
Bessemer Group
New Jersey
$208K +$33.3K +304 +19%
AC
786
Alexandria Capital
Virginia
$208K +$134K +1,224 +180%
SIC
787
Shoker Investment Counsel
Ohio
$204K -$202K -1,853 -50%
WWM
788
Windsor Wealth Management
Indiana
$204K +$204K +1,862 New
TI
789
Truepoint Inc
Ohio
$203K -$636K -5,803 -76%
BO
790
Bank OZK
Arkansas
$203K – – –
WAM
791
Wealthspire Advisors (Maryland)
Maryland
$194K -$1.75K -16 -0.9%
VFA
792
Virtus Fund Advisers
Connecticut
$191K – – –
BWA
793
Burt Wealth Advisors
Maryland
$190K – – –
OC
794
Oakworth Capital
Alabama
$188K -$46.2K -423 -20%
TFO
795
Tarbox Family Office
California
$187K – – –
CS
796
Credential Securities
$175K +$24.1K +220 +16%
AOWM
797
Alpha Omega Wealth Management
Virginia
$175K – – –
FCMT
798
Founders Capital Management (Texas)
Texas
$174K – – –
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$168K +$168K +1,534 New
AFNAS
800
American Financial Network Advisory Services
California
$164K -$103K -946 -39%
30 31
32
33 34