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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.

New
Increased
Maintained
Reduced
Closed
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
RJA
5
Raymond James & Associates
Florida
$1.48B

Top Sellers

1
MGB
1
Mass General Brigham
Massachusetts
$71.6M
2
BlackRock
2
BlackRock
New York
$4.19B
3
AL
3
Aspiriant LLC
California
$910K
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$32.3M
5
Citigroup
5
Citigroup
New York
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
226
Diversified Trust
Tennessee
$8.62M -$680K -6,211 -7%
CJA
227
C-J Advisory
California
$8.61M +$403K +3,684 +5%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$8.53M +$2.36M +21,514 +38%
JIR
229
James Investment Research
Ohio
$8.45M -$360K -3,291 -4%
RCP
230
Rothschild Capital Partners
New York
$8.26M +$8.26M +75,390 New
LFAS
231
Level Four Advisory Services
Texas
$8.23M -$131K -1,209 -2%
GC
232
Guggenheim Capital
Illinois
$8.15M – – –
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$8.1M -$288K -2,632 -3%
PAMG
234
Patton Albertson Miller Group
Tennessee
$7.98M -$1.68M -15,340 -17%
GWM
235
Geneos Wealth Management
Colorado
$7.82M +$1.88M +17,176 +32%
WI
236
WrapManager Inc
California
$7.8M +$276K +2,519 +4%
FFS
237
Founders Financial Securities
Maryland
$7.61M -$37.3K -341 -0.5%
LF
238
Lee Financial
Texas
$7.53M +$939K +8,573 +14%
TFF
239
The Family Firm
Maryland
$7.5M -$138K -1,260 -2%
EGA
240
E&G Advisors
Texas
$7.5M -$52K -475 -0.7%
CCM
241
Canal Capital Management
Virginia
$7.47M +$4.38K +40 +0.1%
SHIM
242
Stone House Investment Management
Pennsylvania
$7.45M +$1.2M +10,975 +19%
NA
243
Nottingham Advisors
New York
$7.44M +$152K +1,392 +2%
M&T Bank
244
M&T Bank
New York
$7.43M -$6.02K -55 -0.1%
CAAS
245
Capital Asset Advisory Services
Michigan
$7.39M +$652K +5,949 +10%
GLA
246
Great Lakes Advisors
Illinois
$7.27M +$257K +2,349 +4%
CCG
247
Cypress Capital Group
Florida
$7.23M -$79.3K -724 -1%
OC
248
Oppenheimer & Co
New York
$7.12M +$478K +4,367 +7%
VC
249
Vicus Capital
Pennsylvania
$6.99M +$6.24M +57,006 +836%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$6.92M +$1.27M +11,621 +23%
8 9
10
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