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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 %
SFA
176
Stewardship Financial Advisors
Georgia
$14.8M 135,155 +11,747 +10%
PWPCM
177
Perella Weinberg Partners Capital Management
New York
$14.3M 130,355 -1,828 -1%
CIR
178
Clear Investment Research
Georgia
$14.2M 129,502 +3,098 +2%
BC
179
Bartlett & Co
Ohio
$14.2M 129,466 +4,205 +3%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$14.1M 128,956 +28,151 +28%
PFS
181
Prospera Financial Services
Texas
$13.9M 127,610 +6,501 +5%
PFM
182
Peak Financial Management
Massachusetts
$13.9M 127,069 -8,397 -6%
SBWM
183
Sunflower Bank Wealth Management
Arizona
$13.9M 126,707 +925 +0.7%
VFA
184
Voya Financial Advisors
Connecticut
$13.8M 126,758 -118 -0.1%
BOH
185
Bank of Hawaii
Hawaii
$13.8M 126,205 +7,682 +6%
HNB
186
Huntington National Bank
Ohio
– – – –
NAM
187
North American Management
Massachusetts
$13.5M 123,563 +783 +0.6%
FCIM
188
Fairview Capital Investment Management
California
$13.5M 123,118 +300 +0.2%
AA
189
Alesco Advisors
New York
$13.2M 121,117 +6,132 +5%
EA
190
Edge Advisors
Georgia
$13.2M 120,990 -24,280 -17%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$13.1M 119,427 +13,170 +12%
HCA
192
Heck Capital Advisors
Wisconsin
$13M 118,524 +1,624 +1%
BWA
193
BlueSky Wealth Advisors
North Carolina
$12.7M 115,811 +2,757 +2%
PAG
194
Private Advisor Group
New Jersey
$12.7M 116,135 -129,559 -53%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$12.6M 115,348 +11,622 +11%
CWM
196
Calamos Wealth Management
Illinois
$12.6M 115,264 -3,432 -3%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$12.6M 114,983 +14,208 +14%
GLA
198
Good Life Advisors
Pennsylvania
$12.2M 112,213 -9,258 -8%
CA
199
Calton & Associates
Florida
$12.2M 112,086 +112,086 New
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.1M 110,867 +7,053 +7%
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