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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

754 hedge funds and large institutions have $36.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 349 increasing their positions, 246 reducing their positions, and 43 closing their positions.

Holders
754
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
18.83%
Holding in Top 10
176
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.02%
% of All Funds
4.39%
New
62
Increased
349
Reduced
246
Closed
43
Calls
$405K
Puts
$1.57M
Net Calls
-$1.16M
Net Calls Change
-$1.54M

Top Buyers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.42B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.93B
3
Wells Fargo
3
Wells Fargo
California
$3.2B
4
LPL Financial
4
LPL Financial
California
$414M
5
TF
5
TIAA FSB
Florida
$364M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.19B
2
AL
2
Aspiriant LLC
California
$910K
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$32.3M
4
Citigroup
4
Citigroup
New York
$38.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$437M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.93B 45,059,894 +3,787,850 +9%
BlackRock
2
BlackRock
New York
$4.19B 38,238,429 -1,582,652 -4%
Wells Fargo
3
Wells Fargo
California
$3.2B 29,191,679 +3,778,797 +15%
Bank of America
4
Bank of America
North Carolina
$1.85B 16,914,994 +870,624 +5%
RJA
5
Raymond James & Associates
Florida
$1.48B 13,541,165 +1,576,786 +13%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$1.42B 12,975,271 +11,565,023 +820%
Creative Planning
7
Creative Planning
Kansas
$1.21B 11,019,051 +941,763 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$970M 8,860,703 +1,208,642 +16%
MFRM
9
Milliman Financial Risk Management
Illinois
$914M 8,347,339 +83,083 +1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$839M 7,659,304 +1,483,367 +24%
UBS Group
11
UBS Group
Switzerland
$755M 6,893,077 +175,697 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$698M 6,371,219 -185,383 -3%
Ameriprise
13
Ameriprise
Minnesota
$655M 5,982,443 +948,003 +19%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$557M 5,087,254 +940,053 +23%
US Bancorp
15
US Bancorp
Minnesota
$497M 4,533,861 +205,288 +5%
QI
16
QS Investors
New York
$452M 4,123,461 -271,039 -6%
Morgan Stanley
17
Morgan Stanley
New York
$437M 3,991,962 -565,010 -12%
Members Trust
18
Members Trust
Florida
$423M 3,861,575 +82,824 +2%
LPL Financial
19
LPL Financial
California
$414M 3,776,963 +3,756,470 +18,331%
SCM
20
SCS Capital Management
Massachusetts
$388M 3,542,923 -413,440 -10%
TF
21
TIAA FSB
Florida
$364M 3,325,004 +3,325,004 New
AF
22
Allworth Financial
California
$352M 3,218,559 +139,049 +5%
SIM
23
Scottrade Investment Management
Missouri
$255M 2,327,151 +294,891 +15%
Prudential Financial
24
Prudential Financial
New Jersey
$248M 2,260,707 +13,652 +0.6%
KeyBank National Association
25
KeyBank National Association
Ohio
$224M 2,046,207 -82,963 -4%
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