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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 %
AL
901
Aspiriant LLC
California
– -$863K -7,874 Closed
SHWM
902
Smith & Howard Wealth Management
Georgia
– -$809K -7,380 Closed
OBWP
903
O'Brien Wealth Partners
Massachusetts
– -$798K -7,280 Closed
GS
904
Girard Securities
California
– -$706K -6,456 Closed
BIA
905
Barry Investment Advisors
Massachusetts
– -$636K -5,800 Closed
IWA
906
Intercontinental Wealth Advisors
Texas
– -$459K -4,188 Closed
SC
907
SouthState Corp
Florida
– -$412 -3,755 Closed
UBV
908
United Bank (Virginia)
Virginia
– -$403K -3,673 Closed
PWMAG
909
Pinnacle Wealth Management Advisory Group
New Jersey
– -$394K -3,595 Closed
VF
910
Virtu Financial
New York
– -$296K -2,705 Closed
SB
911
Simmons Bank
Arkansas
– -$267K -2,437 Closed
HWA
912
HCR Wealth Advisors
California
– -$267K -2,435 Closed
PCM
913
Parsons Capital Management
Rhode Island
– -$260K -2,368 Closed
CSIC
914
Clifford Swan Investment Counsel
California
– -$258K -2,350 Closed
WCA
915
Westover Capital Advisors
Delaware
– -$247K -2,254 Closed
MAS
916
Managed Account Services
Florida
– -$240K -2,188 Closed
Chevy Chase Trust
917
Chevy Chase Trust
Maryland
– -$238K -2,172 Closed
VWA
918
V Wealth Advisors
Kansas
– -$218K -1,985 Closed
DAC
919
Dividend Assets Capital
South Carolina
– -$216K -1,970 Closed
PAG
920
Private Advisory Group
Washington
– -$212K -1,926 Closed
CHAM
921
Clear Harbor Asset Management
Connecticut
– -$207K -1,893 Closed
PAS
922
Partnervest Advisory Services
California
– -$201K -1,831 Closed
FNB
923
Farmers National Bank
Kentucky
– -$131K -1,200 Closed
GBBWRPM
924
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$85K -782 Closed
PSC
925
Prentiss Smith & Co
Vermont
– -$56K -515 Closed
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