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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
$3.66B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$5.37B
3
Ameriprise
Ameriprise
Minnesota
$889M
4
RJA
Raymond James & Associates
Florida
$1.66B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$570M
2
BlackRock
BlackRock
New York
$4.09B
3
TC
Toews Corporation
New Jersey
$36.3M
4
MGB
Mass General Brigham
Massachusetts
$71.7M
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Oxford Asset Management
United Kingdom
$9.45M +$9.45M +86,211 New
LF
227
Lee Financial
Texas
$9.12M +$1.59M +14,527 +21%
CAN
228
Cetera Advisor Networks
California
$8.96M -$879K -8,015 -9%
SFS
229
Sowell Financial Services
Arkansas
$8.95M +$3.96M +36,232 +79%
MCM
230
Makena Capital Management
California
$8.93M -$3.77M -34,389 -30%
ZCA
231
Zeke Capital Advisors
Pennsylvania
$8.9M +$215K +1,965 +2%
MCM
232
MV Capital Management
Maryland
$8.86M +$103K +940 +1%
WIM
233
Westside Investment Management
California
$8.85M +$65.1K +595 +0.7%
CJA
234
C-J Advisory
California
$8.78M +$172K +1,570 +2%
FFS
235
Founders Financial Securities
Maryland
$8.75M +$1.14M +10,414 +15%
VAM
236
Verity Asset Management
North Carolina
$8.5M -$841K -7,681 -9%
DT
237
Diversified Trust
Tennessee
$8.42M -$204K -1,864 -2%
Comerica Bank
238
Comerica Bank
Texas
$8.34M +$1.95M +17,765 +30%
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$8.06M -$44.4K -405 -0.5%
CFB
240
Cullen/Frost Bankers
Texas
$7.93M +$1.48M +13,501 +23%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$7.88M +$953K +8,694 +14%
SHIM
242
Stone House Investment Management
Pennsylvania
$7.87M +$415K +3,787 +6%
GC
243
Guggenheim Capital
Illinois
$7.85M -$301K -2,748 -4%
JIR
244
James Investment Research
Ohio
$7.79M -$663K -6,054 -8%
WI
245
WrapManager Inc
California
$7.79M -$17.2K -157 -0.2%
PAMG
246
Patton Albertson Miller Group
Tennessee
$7.74M -$220K -2,010 -3%
OC
247
Oppenheimer & Co
New York
$7.62M +$488K +4,451 +7%
GWM
248
Geneos Wealth Management
Colorado
$7.59M -$296K -2,682 -4%
SWM
249
SigFig Wealth Management
California
$7.56M +$1.03M +9,410 +16%
NA
250
Nottingham Advisors
New York
$7.56M +$113K +1,033 +2%
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