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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

744 hedge funds and large institutions have $32.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 333 increasing their positions, 273 reducing their positions, and 58 closing their positions.

Holders
744
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.55%
Holding in Top 10
166
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.49%
% of All Funds
4.14%
New
62
Increased
333
Reduced
273
Closed
58
Calls
$2.27M
Puts
$1.89M
Net Calls
+$378K
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.32B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.48B
3
Wells Fargo
3
Wells Fargo
California
$2.76B
4
Members Trust
4
Members Trust
Florida
$410M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$450M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.74B
2
Barclays
2
Barclays
United Kingdom
$46.5M
3
SCM
3
SCS Capital Management
Massachusetts
$429M
4
AIP
4
Ameritas Investment Partners
Nebraska
$1.72M
5
CB
5
Commerce Bank
Missouri
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.48B 41,272,044 +4,624,249 +13%
BlackRock
2
BlackRock
New York
$4.32B 39,821,081 +33,006,157 +484%
Wells Fargo
3
Wells Fargo
California
$2.76B 25,412,882 +3,928,658 +18%
Bank of America
4
Bank of America
North Carolina
$1.74B 16,044,370 -3,723,828 -19%
RJA
5
Raymond James & Associates
Florida
$1.3B 11,964,379 +1,375,465 +13%
Creative Planning
6
Creative Planning
Kansas
$1.09B 10,077,288 +949,817 +10%
MFRM
7
Milliman Financial Risk Management
Illinois
$897M 8,264,256 +61,166 +0.7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$830M 7,652,061 +389,223 +5%
UBS Group
9
UBS Group
Switzerland
$729M 6,717,380 -3,110 -0%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$711M 6,556,602 -112,883 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$670M 6,175,937 +1,385,702 +29%
Ameriprise
12
Ameriprise
Minnesota
$546M 5,034,440 +291,925 +6%
Morgan Stanley
13
Morgan Stanley
New York
$494M 4,556,972 -210,188 -4%
QI
14
QS Investors
New York
$477M 4,394,500 -371,349 -8%
US Bancorp
15
US Bancorp
Minnesota
$470M 4,328,573 +149,110 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$450M 4,147,201 +2,312,801 +126%
SCM
17
SCS Capital Management
Massachusetts
$429M 3,956,363 -882,924 -18%
Members Trust
18
Members Trust
Florida
$410M 3,778,751 +3,778,751 New
TCT
19
TIAA CREF Trust
Missouri
$345M 3,181,860 +167,392 +6%
AF
20
Allworth Financial
California
$334M 3,079,510 +562,883 +22%
Prudential Financial
21
Prudential Financial
New Jersey
$244M 2,247,055 +74,897 +3%
KeyBank National Association
22
KeyBank National Association
Ohio
$231M 2,129,170 -28,286 -1%
SIM
23
Scottrade Investment Management
Missouri
$220M 2,032,260 +399,418 +24%
ECM
24
ETrade Capital Management
Virginia
$210M 1,938,524 +73,169 +4%
DWM
25
Destination Wealth Management
California
$179M 1,648,526 -101,129 -6%
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