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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.

Holders
761
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
19%
Holding in Top 10
180
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.27%
% of All Funds
4.49%
New
57
Increased
399
Reduced
212
Closed
46
Calls
$1.21M
Puts
$482K
Net Calls
+$723K
Net Calls Change
+$1.88M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.66B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$5.37B
3
Ameriprise
3
Ameriprise
Minnesota
$889M
4
RJA
4
Raymond James & Associates
Florida
$1.66B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$987M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$570M
2
BlackRock
2
BlackRock
New York
$4.09B
3
TC
3
Toews Corporation
New Jersey
$36.3M
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GI
5
Glovista Investments
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SMA
51
Simply Money Advisors
Ohio
$84.8M 773,537 -18,076 -2%
PAMU
52
Pictet Asset Management (UK)
United Kingdom
$84.4M 769,679 +76,346 +11%
MA
53
MCF Advisors
Kentucky
$82.5M 752,866 +39,198 +5%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$79.8M 728,135 -99,800 -12%
SBL
55
Sargent Bickham Lagudis
Colorado
$76.8M 701,195 -91,265 -12%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.6M 699,180 +13,371 +2%
Stifel Financial
57
Stifel Financial
Missouri
$73.4M 669,601 +40,305 +6%
HHGA
58
Halbert Hargrove Global Advisors
California
$73.3M 669,064 -32,397 -5%
RFC
59
Regions Financial Corp
Alabama
$72.9M 665,062 +14,240 +2%
MGB
60
Mass General Brigham
Massachusetts
– – – –
MBT
61
Monroe Bank & Trust
Michigan
$64.1M 584,774 +17,562 +3%
CFIA
62
Cantor Fitzgerald Investment Advisors
New York
$63.4M 578,674 +306,076 +112%
CPO
63
Cerity Partners OCIO
New York
$61.6M 562,440 +27,650 +5%
RW
64
Rand Wealth
Maryland
$59.8M 546,009 +546,009 New
ZIM
65
Zacks Investment Management
Illinois
$59.5M 542,971 +19,318 +4%
CWM
66
Cahaba Wealth Management
Georgia
$56.9M 519,243 +519,243 New
AF
67
Alerus Financial
North Dakota
$56.5M 515,477 +6,969 +1%
TCM
68
Twele Capital Management
Minnesota
$56.1M 512,101 +5,096 +1%
FBFS
69
First Business Financial Services
Wisconsin
$55.6M 507,427 +14,083 +3%
SIM
70
Sigma Investment Management
Oregon
$54.1M 494,007 +1,079 +0.2%
AG
71
Advisor Group
Arizona
$52.3M 477,297 +95,084 +25%
CHP
72
Cable Hill Partners
Oregon
$52M 474,725 +17,209 +4%
DIP
73
DT Investment Partners
Pennsylvania
$50.7M 462,980 +19,689 +4%
AssetMark Inc
74
AssetMark Inc
California
$49.6M 452,314 +23,549 +5%
B
75
Bailard
California
$48.1M 438,958 +6,302 +1%
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