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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.

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
1
Jones Financial Companies
Missouri
$5.87B
2
Bank of America
2
Bank of America
North Carolina
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.29B
4
RJA
4
Raymond James & Associates
Florida
$1.9B
5
Creative Planning
5
Creative Planning
Kansas
$1.51B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$777M
2
Barclays
2
Barclays
United Kingdom
$17.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15M
4
Jane Street
4
Jane Street
New York
$285K
5
SG Americas Securities
5
SG Americas Securities
New York
$3.27M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
126
Janiczek Wealth Management
Colorado
$26.3M 240,149 +3,348 +1%
BIAS
127
Beacon Investment Advisory Services
New Jersey
$25.9M 236,510 -2,105 -0.9%
FCH
128
Freestone Capital Holdings
Washington
$25.5M 232,965 +8,243 +4%
LA
129
LVW Advisors
New York
$25M 228,703 +175,705 +332%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$24.4M 222,942 +19,700 +10%
UR
131
USCA RIA
Texas
$24M 219,169 +43,880 +25%
BWFM
132
Bridgewater Wealth & Financial Management
Maryland
$23M 210,063 +964 +0.5%
FAAS
133
First Allied Advisory Services
California
$22.8M 208,840 -30,694 -13%
RhumbLine Advisers
134
RhumbLine Advisers
Massachusetts
$22.7M 207,713 +59,421 +40%
IA
135
IFP Advisors
Florida
$22.4M 205,238 +26,881 +15%
QFA
136
Quattro Financial Advisors
Texas
$22.1M 204,126 +18,213 +10%
BHWM
137
Bar Harbor Wealth Management
New Hampshire
$22.1M 202,411 +1,839 +0.9%
Franklin Resources
138
Franklin Resources
California
$22M 201,121 -118,609 -37%
FAT
139
First American Trust
California
$22M 200,826 +18,261 +10%
DLHL
140
Donald L. Hagan LLC
Florida
$21.7M 198,503 +140,222 +241%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$21.7M 198,459 +60,055 +43%
Lazard Asset Management
142
Lazard Asset Management
New York
– – – –
LF
143
Lee Financial
Texas
$21.2M 194,232 +110,983 +133%
EIG
144
Ellenbecker Investment Group
Wisconsin
$21M 191,963 +191,963 New
RJT
145
Raymond James Trust
Florida
$20.9M 190,881 +17,264 +10%
Truist Financial
146
Truist Financial
North Carolina
$20.7M 189,756 +28,046 +17%
AWA
147
ARS Wealth Advisors
Florida
$19.5M 178,026 +32,437 +22%
TPWA
148
TRUE Private Wealth Advisors
Oregon
$19.4M 177,045 +4,905 +3%
JWA
149
JFS Wealth Advisors
Pennsylvania
$18.8M 172,377 +6,447 +4%
TCM
150
Towercrest Capital Management
Pennsylvania
$18.8M 172,224 +34,441 +25%
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