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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 %
FANJ
826
Financial Architects (New Jersey)
New Jersey
$76K – – –
CB
827
Community Bank
New York
$72K -$9.34K -85 -11%
PCP
828
Proficio Capital Partners
Massachusetts
$71K -$190K -1,736 -73%
FPFS
829
First Personal Financial Services
North Carolina
$70K +$60.9K +560 +667%
JCM
830
Jacobi Capital Management
Pennsylvania
$69K -$1.53K -14 -2%
CCM
831
Cribstone Capital Management
Maine
$68K – – –
AWA
832
Acorn Wealth Advisors
Michigan
$66K +$66K +604 New
MFW
833
Mosaic Family Wealth
Missouri
$58K +$14.6K +135 +34%
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$58K +$17.2K +157 +42%
PGA
835
Premia Global Advisors
Florida
$57K +$57K +538 New
CPIG
836
Chicago Partners Investment Group
Illinois
$56K -$31.9K -292 -36%
MWM
837
MinichMacGregor Wealth Management
New York
$56K – – –
LFA
838
Legacy Financial Advisors
Kentucky
$52K +$52K +482 New
RPG
839
Risk Paradigm Group
Texas
$47.4K +$12.1K +111 +34%
DBT
840
Dubuque Bank & Trust
Iowa
$44K +$44K +402 New
FRA
841
Front Row Advisors
California
$41K +$41K +374 New
IAS
842
INR Advisory Services
Pennsylvania
$40K – – –
MOS
843
MGO One Seven
Ohio
$36K +$36K +330 New
WTB
844
Washington Trust Bank
Washington
$32K -$58.1K -530 -64%
LC
845
Landaas & Company
Wisconsin
$32K +$22.5K +207 +235%
WAS
846
Winch Advisory Services
Wisconsin
$30K – – –
AA
847
Advisory Alpha
Michigan
$29K -$1.66M -15,238 -98%
FCFS
848
First Command Financial Services
Texas
$28K +$28K +259 New
FCB
849
First Command Bank
Texas
$28K +$28K +259 New
SA
850
SRH Advisors
Kansas
$27K – – –
32 33
34
35 36