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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 %
PA
201
Prism Advisors
California
$12.1M 110,263 +110,263 New
AP
202
Appleton Partners
Massachusetts
$12M 110,045 -1,219 -1%
HFA
203
High Falls Advisors
New York
$12M 109,674 +5,741 +6%
M&T Bank
204
M&T Bank
New York
$11.6M 106,425 +6,196 +6%
DCM
205
DeGreen Capital Management
Arizona
$11.6M 103,022 -16,056 -13%
WA
206
Wilshire Advisors
California
$11.6M 105,904 +13,553 +15%
WIC
207
Whitegate Investment Counselors
New Hampshire
$11.6M 105,885 +2,905 +3%
CL
208
CPWM LLC
Washington
$11.6M 105,760 +1,970 +2%
WB
209
Webster Bank
Connecticut
$11.6M 105,679 +4,095 +4%
TCM
210
Twin Capital Management
Pennsylvania
$11.5M 105,550 +13,510 +15%
SCP
211
Silverleafe Capital Partners
Tennessee
$11.5M 105,262 +105,262 New
ANB
212
Amarillo National Bank
Texas
$11.4M 103,828 +7,039 +7%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$11.3M 103,721 +31,784 +44%
FIM
214
Freedom Investment Management
Connecticut
$11.2M 102,148 +94,907 +1,311%
WIP
215
Wellesley Investment Partners
Massachusetts
$11.2M 102,098 +8,315 +9%
AIM
216
Acropolis Investment Management
Missouri
$11.1M 101,926 -1,224 -1%
HMC
217
Higher Moment Capital
Massachusetts
$11.1M 101,180 -123,250 -55%
PA
218
Parkside Advisors
California
$11M 100,195 +670 +0.7%
GFPC
219
Global Financial Private Capital
Florida
$10.9M 99,950 +51,036 +104%
WP
220
WealthSource Partners
California
$10.9M 99,379 +11,780 +13%
RFO
221
RiverGlades Family Offices
Florida
$10.9M 99,364 +99,364 New
FWP
222
FAS Wealth Partners
Kansas
$10.8M 99,159 -2,054 -2%
TAT
223
TD Ameritrade Trust
Colorado
$10.8M 99,528 +5,002 +5%
CAN
224
Cetera Advisor Networks
California
$10.7M 97,675 +15,933 +19%
OAM
225
Oxford Asset Management
United Kingdom
$10.6M 96,665 +10,454 +12%
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