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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 %
BTS
101
BB&T Securities
Virginia
$35.8M 326,231 +63,794 +24%
CA
102
Cetera Advisors
Colorado
$35.7M 325,514 +10,611 +3%
PFM
103
Phillips Financial Management
Indiana
$35.4M 323,138 +60,363 +23%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$35.3M 322,325 -1,329 -0.4%
Franklin Resources
105
Franklin Resources
California
$35M 319,730 +3,142 +1%
CTB
106
Country Trust Bank
Illinois
$34.7M 316,632 +48,293 +18%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$33.9M 309,492 +44,629 +17%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$33.5M 305,882 +8,063 +3%
KP
109
Keel Point
Alabama
$32.5M 296,917 +5,289 +2%
Lazard Asset Management
110
Lazard Asset Management
New York
– – – –
SHGA
111
Sand Hill Global Advisors
California
$31.6M 288,714 +79,415 +38%
BFA
112
Beaumont Financial Advisors
Massachusetts
$29.7M 271,435 -261 -0.1%
UBS AM
113
UBS AM
Illinois
– – – –
FHA
114
First Horizon Advisors
Tennessee
$28.3M 258,527 +13,815 +6%
LA
115
Leonetti & Associates
Illinois
$28.1M 256,212 -4,963 -2%
PAG
116
Private Advisor Group
New Jersey
$26.9M 245,694 +26,262 +12%
EPP
117
ETF Portfolio Partners
Kansas
$26.3M 239,950 -1,788 -0.7%
FAAS
118
First Allied Advisory Services
California
$26.3M 239,534 +13,114 +6%
BIAS
119
Beacon Investment Advisory Services
New Jersey
$26.2M 238,615 +234,036 +5,111%
WT
120
Whittier Trust
California
$26M 237,035 +17,903 +8%
JWM
121
Janiczek Wealth Management
Colorado
$26M 236,801 +4,160 +2%
SFA
122
Sequoia Financial Advisors
Ohio
$25.7M 234,613 +16,890 +8%
WA
123
Waverly Advisors
Alabama
$25.4M 232,188 -276,279 -54%
LMIM
124
Lockheed Martin Investment Management
Maryland
$25.3M 231,200 – –
AP
125
AHL Partners
United Kingdom
$25.3M 230,758 +7,469 +3%
3 4
5
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