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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 %
BAAM
101
Baker Avenue Asset Management
California
$37.2M 340,308 -17,317 -5%
TIM
102
Total Investment Management
Arizona
$37.2M 339,927 +327,441 +2,622%
PFM
103
Phillips Financial Management
Indiana
$36.8M 337,176 +14,038 +4%
HighTower Advisors
104
HighTower Advisors
Illinois
$36.5M 333,545 -30,442 -8%
DWA
105
Divergent Wealth Advisors
Utah
$36.2M 331,099 +331,099 New
Comerica Bank
106
Comerica Bank
Texas
$35.1M 324,400 +248,274 +326%
MSA
107
Mason Street Advisors
Wisconsin
$34.6M 316,880 -120,170 -27%
SHGA
108
Sand Hill Global Advisors
California
$34M 310,653 +21,939 +8%
Betterment LLC
109
Betterment LLC
New York
$32.5M 297,624 +293,214 +6,649%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$32M 293,134 +192,151 +190%
SI
111
SII Investments
Wisconsin
$32M 292,734 -50,915 -15%
UBS AM
112
UBS AM
Illinois
– – – –
FHA
113
First Horizon Advisors
Tennessee
$31.8M 292,066 +33,539 +13%
BFA
114
Beaumont Financial Advisors
Massachusetts
$30.7M 280,818 +9,383 +3%
LMIM
115
Lockheed Martin Investment Management
Maryland
$29.5M 270,000 +38,800 +17%
KP
116
Keel Point
Alabama
$29.2M 267,141 -29,776 -10%
SWP
117
Stratos Wealth Partners
Ohio
$28.5M 260,245 -70,320 -21%
WI
118
WBI Investments
New Jersey
$28.2M 258,075 +258,075 New
WT
119
Whittier Trust
California
$28.2M 257,792 +20,757 +9%
Boston Partners
120
Boston Partners
Massachusetts
$27.9M 255,268 +255,268 New
EPP
121
ETF Portfolio Partners
Kansas
$27.9M 255,080 +15,130 +6%
SFA
122
Sequoia Financial Advisors
Ohio
$27.9M 254,868 +20,255 +9%
LA
123
Leonetti & Associates
Illinois
$27.8M 254,228 -1,984 -0.8%
RBA
124
Richard Bernstein Advisors
New York
$27.5M 251,552 +251,552 New
AP
125
AHL Partners
United Kingdom
$27.2M 248,891 +18,133 +8%
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5
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