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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 %
MA
151
MUFG Americas
New York
$18.5M 169,218 +5,145 +3%
CA
152
Cambridge Associates
Massachusetts
$18.2M 166,670 +9,388 +6%
RWP
153
RWA Wealth Partners
Massachusetts
$18M 164,948 -3,010 -2%
Barclays
154
Barclays
United Kingdom
$17.7M 162,038 -1,651,464 -91%
FA
155
FC Advisory
Pennsylvania
$17.4M 158,897 -476 -0.3%
BTNA
156
Bremer Trust National Association
Minnesota
$17.3M 158,356 +498 +0.3%
IFA
157
Interactive Financial Advisors
Illinois
$17.2M 157,293 +3,649 +2%
SFPM
158
Sensible Financial Planning & Management
Massachusetts
$17.1M 156,355 +46,191 +42%
SF
159
Synovus Financial
Georgia
$17.1M 156,122 +1,657 +1%
EWF
160
Epstein & White Financial
California
$16.8M 154,800 +154,800 New
WT
161
Washington Trust
Rhode Island
$16.6M 151,597 +33,368 +28%
AI
162
Atria Investments
North Carolina
$16.5M 151,080 -12,215 -7%
FNBT
163
FineMark National Bank & Trust
Florida
$16.3M 148,886 +11,184 +8%
VAM
164
Visionary Asset Management
Texas
$16.1M 146,938 -7,672 -5%
FTS
165
Fifth Third Securities
Ohio
$16M 146,750 +47,502 +48%
WA
166
Waverly Advisors
Alabama
$16M 146,308 -85,880 -37%
NA
167
NewEdge Advisors
Louisiana
$15.8M 145,159 +6,303 +5%
BCI
168
Brinker Capital Investments
Pennsylvania
$15.7M 143,145 -103 -0.1%
SWM
169
SigFig Wealth Management
California
$15.6M 142,646 +73,622 +107%
HI
170
Horizon Investments
North Carolina
$15.3M 140,678 +15,258 +12%
FI
171
FormulaFolio Investments
Michigan
$15.1M 138,284 +5,762 +4%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$15M 137,211 -1,107,292 -89%
WFWM
173
Wechter Feldman Wealth Management
New Jersey
$14.9M 136,034 -3,386 -2%
SPC
174
Sigma Planning Corp
Michigan
$14.8M 135,661 -4,049 -3%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$14.8M 135,479 -186,846 -58%
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