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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 %
MSA
76
Mason Street Advisors
Wisconsin
$47.9M 437,050 +170,800 +64%
MML Investors Services
77
MML Investors Services
Massachusetts
$45.6M 416,521 -319,864 -43%
BL
78
Balentine LLC
Georgia
$44.9M 409,431 +396,095 +2,970%
FHB
79
First Hawaiian Bank
Hawaii
$44.8M 408,675 +18,338 +5%
Citigroup
80
Citigroup
New York
$43.8M 399,324 +48,573 +14%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$43.1M 403,293 +40,895 +11%
CAL
82
Capital Analysts LLC
Pennsylvania
$42.7M 389,713 +14,093 +4%
SMM
83
Stadion Money Management
Georgia
$41M 374,063 +2,499 +0.7%
VCM
84
Verger Capital Management
North Carolina
$41M 373,767 +2,324 +0.6%
UCFA
85
United Capital Financial Advisors
Texas
$40.9M 372,790 +24,479 +7%
SMFG
86
Sumitomo Mitsui Financial Group
Japan
$40.4M 368,711 +16,542 +5%
NC
87
NewSquare Capital
Pennsylvania
$40.3M 687,280 +303,476 +79%
HighTower Advisors
88
HighTower Advisors
Illinois
$39.9M 363,987 +17,712 +5%
PI
89
PHH Investments
Texas
$39.8M 363,530 -20,706 -5%
USAA
90
United Services Automobile Association
Texas
$39.3M 358,294 +39,526 +12%
BAAM
91
Baker Avenue Asset Management
California
$39.2M 357,625 +13,414 +4%
IH
92
IFC Holdings
Florida
$38.9M 354,824 +22,910 +7%
WAM
93
Watermark Asset Management
California
$38.7M 352,820 +4,499 +1%
SL
94
Summitry LLC
California
$38.5M 351,440 +5,176 +1%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$38.1M 347,957 +89,516 +35%
SI
96
SII Investments
Wisconsin
$37.7M 343,649 +38,965 +13%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$37.6M 342,736 +4,179 +1%
Mariner
98
Mariner
Kansas
$36.4M 331,995 +22,136 +7%
TC
99
Toews Corporation
New Jersey
$36.3M 331,200 -780,400 -70%
SWP
100
Stratos Wealth Partners
Ohio
$36.2M 330,565 -29,351 -8%
2 3
4
5 6