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 %
BGC
801
Blue Granite Capital
South Carolina
$162K – – –
SFC
802
SYM Financial Corp
Indiana
$159K +$159K +1,452 New
IWP
803
Icon Wealth Partners
Texas
$155K +$155K +1,417 New
PGWM
804
Parisi Gray Wealth Management
New Jersey
$151K +$151K +1,381 New
LPIC
805
LeJeune Puetz Investment Counsel
Michigan
$145K – – –
AC
806
Avestar Capital
New York
$143K +$143K +1,313 New
GEA
807
Glen Eagle Advisors
New Jersey
$133K +$35.1K +321 +36%
BAM
808
Barrett Asset Management
New York
$132K +$21.9K +200 +20%
AAM
809
Alken Asset Management
United Kingdom
$131K -$5.14K -47 -4%
CHC
810
City Holding Co
West Virginia
$130K +$60.5K +555 +87%
CA
811
Crewe Advisors
Utah
$121K +$121K +1,111 New
DSC
812
Duncker Streett & Co
Missouri
$117K – – –
RFM
813
Royal Fund Management
Florida
$112K +$104K +959 +1,314%
MLIC
814
Mandatum Life Insurance Company
Finland
$112K +$112K +1,020 New
SPI
815
Santori & Peters Inc
Pennsylvania
$110K +$110K +1,034 New
WWM
816
Wagner Wealth Management
South Carolina
$109K +$109K +1,000 New
BCP
817
Blue Chip Partners
Michigan
$103K +$655 +6 +0.6%
GTAM
818
Global Trust Asset Management
Florida
$101K +$101K +924 New
HT
819
Heritage Trust
Oklahoma
$94K – – –
WAS
820
WESPAC Advisors SoCal
California
$92K +$13.1K +120 +17%
FDCDDQ
821
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.7K – – –
CCM
822
Covington Capital Management
California
$87K – – –
PS
823
Portfolio Strategies
New York
$82K +$82K +750 New
OWA
824
One Wealth Advisors
California
$79K +$79K +725 New
JFA
825
JNBA Financial Advisors
Minnesota
$77K -$30.3K -276 -28%
31 32
33
34 35