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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 %
SNT
851
Security National Trust
West Virginia
$27K – – –
MIFH
852
Migdal Insurance & Financial Holdings
Israel
$25K – – –
CMO
853
Covenant Multifamily Offices
Texas
$25K +$25K +226 New
GWS
854
Glassman Wealth Services
Virginia
$24K – – –
IDBONY
855
Israel Discount Bank of New York
New York
$23K -$32.9K -300 -59%
LA
856
Legacy Advisors
Pennsylvania
$23K +$8.64K +80 +60%
AWM
857
AllSquare Wealth Management
New York
$21K – – –
HDIM
858
Hanson & Doremus Investment Management
Vermont
$21K +$21K +193 New
KJWM
859
Kiley Juergens Wealth Management
Washington
$21K +$21K +200 New
TDC
860
Thompson Davis & Co
Virginia
$19K -$5.87K -55 -24%
CAC
861
Certified Advisory Corp
Florida
$18K +$18K +168 New
AA
862
AlphaMark Advisors
Kentucky
$17K – – –
SIS
863
Sound Income Strategies
Florida
$17K +$17K +161 New
WCBA
864
Weaver C. Barksdale & Associates
Tennessee
$16K +$16K +146 New
OFW
865
Omnia Family Wealth
Florida
$15K – – –
CCT
866
Capital City Trust
Florida
$14.5K -$47.3K -105,956 -77%
PK
867
Pflug Koory
Nebraska
$14K – – –
ME
868
McIlrath & Eck
Washington
$14K +$14K +127 New
TWA
869
TCI Wealth Advisors
Arizona
$13K – – –
SFG
870
SevenBridge Financial Group
Pennsylvania
$12K +$12K +109 New
HR
871
Howe & Rusling
New York
$10K – – –
CTC
872
Central Trust Company
Missouri
$8K -$38.1K -338 -83%
FGC
873
Financial Gravity Companies
Texas
$8K +$8K +76 New
SWMG
874
Signature Wealth Management Group
Georgia
$8K +$8K +76 New
SIM
875
Sonora Investment Management
Arizona
$7.11K +$7.11K +65 New
33 34
35
36 37