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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 %
RBC
876
Roble Belko & Company
Pennsylvania
$7K -$51.4K -455 -88%
BWL
877
Bogart Wealth LLC
Virginia
$7K +$7K +61 New
AWMS
878
Advocacy Wealth Management Services
Georgia
$5K -$33K -330 -87%
FFG
879
Ford Financial Group
California
$3K +$3K +30 New
TCM
880
Tradewinds Capital Management
Washington
$2K – – –
NR
881
Newfound Research
Massachusetts
$2K +$316 +3 +19%
PFA
882
Pathway Financial Advisors
Vermont
$2K +$2K +14 New
IP
883
Isthmus Partners
Wisconsin
$2K +$2K +16 New
GI
884
Gradient Investments
Minnesota
$2K +$2K +16 New
MSA
885
Marino Stram & Associates
Massachusetts
$1K +$1K +7 New
BCMIO
886
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +10 New
FA
887
Fagan Associates
New York
$586 +$7 +66 +1%
PCG
888
Private Capital Group
Connecticut
$235 +$235 +2,146 New
LGWM
889
Litman Gregory Wealth Management
California
$117 +$85 +779 +268%
BHB
890
Bank Hapoalim BM
Israel
$40 -$188 -1,740 -82%
ICOA
891
Investment Centers of America
North Dakota
– -$18.5M -169,256 Closed
HFS
892
HL Financial Services
Kentucky
– -$15.3M -139,738 Closed
LMGAM
893
Liberty Mutual Group Asset Management
Massachusetts
– -$12.6M -115,000 Closed
NPC
894
National Planning Corporation
California
– -$5.35M -48,858 Closed
FTUS
895
Flow Traders U.S.
New York
– -$5.04M -46,013 Closed
IUHSA
896
Itau Unibanco Holding S.A.
Brazil
– -$4.7M -42,875 Closed
PFA
897
Pure Financial Advisors
California
– -$4.52M -41,276 Closed
WCM
898
Windsor Capital Management
Arizona
– -$4.2M -38,316 Closed
OMC
899
Old Mission Capital
Illinois
– -$3.35M -30,581 Closed
CS
900
Credit Suisse
Switzerland
– -$1.59M -14,483 Closed
34 35
36
37 38