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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 %
MFM
51
MD Financial Management
Ontario, Canada
$75.1M 687,040 +687,040 New
HHGA
52
Halbert Hargrove Global Advisors
California
$74.4M 680,178 +11,114 +2%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$71.5M 654,135 -74,000 -10%
CPO
54
Cerity Partners OCIO
New York
$69.8M 637,955 +75,515 +13%
RFC
55
Regions Financial Corp
Alabama
$68.7M 628,176 -36,886 -6%
AG
56
Advisor Group
Arizona
$68.5M 626,698 +149,401 +31%
CWM
57
Cahaba Wealth Management
Georgia
$65.2M 596,173 +76,930 +15%
RW
58
Rand Wealth
Maryland
$64.4M 588,657 +42,648 +8%
MBT
59
Monroe Bank & Trust
Michigan
$64.3M 588,386 +3,612 +0.6%
PAMU
60
Pictet Asset Management (UK)
United Kingdom
$62.6M 572,799 -196,880 -26%
CFIA
61
Cantor Fitzgerald Investment Advisors
New York
$60.3M 551,709 -26,965 -5%
ZIM
62
Zacks Investment Management
Illinois
$59.9M 548,276 +5,305 +1%
Stifel Financial
63
Stifel Financial
Missouri
$58.1M 531,378 -138,223 -21%
FBFS
64
First Business Financial Services
Wisconsin
$58M 530,623 +23,196 +5%
TCM
65
Twele Capital Management
Minnesota
$57.9M 529,476 +17,375 +3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$57M 521,707 -425,743 -45%
AF
67
Alerus Financial
North Dakota
$56.9M 520,171 +4,694 +0.9%
SIM
68
Sigma Investment Management
Oregon
$55.9M 511,119 +17,112 +3%
AssetMark Inc
69
AssetMark Inc
California
$53.2M 486,693 +34,379 +8%
BTS
70
BB&T Securities
Virginia
$52.5M 480,115 +153,884 +47%
CHP
71
Cable Hill Partners
Oregon
$52.4M 480,574 +5,849 +1%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$51.4M 470,250 +164,368 +54%
DIP
73
DT Investment Partners
Pennsylvania
$50.6M 462,754 -226 -0%
MAM
74
Meeder Asset Management
Ohio
$50M 457,099 +443,695 +3,310%
IH
75
IFC Holdings
Florida
$49.6M 453,446 +98,622 +28%
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