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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 %
TSW
301
Thompson Siegel & Walmsley
Virginia
$4.45M +$593K +5,413 +15%
TIA
302
Tiemann Investment Advisors
California
$4.44M +$280K +2,559 +7%
PWW
303
Pettyjohn Wood & White
Virginia
$4.43M +$159K +1,450 +4%
CFGF
304
Compass Financial Group (Florida)
Florida
$4.38M +$133K +1,211 +3%
KA
305
Kovack Advisors
Florida
$4.35M +$43.6K +398 +1%
SSWM
306
Smith Salley Wealth Management
North Carolina
$4.31M +$287K +2,625 +7%
JIC
307
Johnson Investment Counsel
Ohio
$4.29M +$90K +822 +2%
MIAN
308
Mariner Independent Advisor Network
Kansas
$4.28M +$4.28M +39,101 New
SFPM
309
Sensible Financial Planning & Management
Massachusetts
$4.26M +$3.09M +28,198 +263%
PFA
310
Pure Financial Advisors
California
$4.22M +$133K +1,214 +3%
WCM
311
Windsor Capital Management
Arizona
$4.2M +$35.6K +325 +0.9%
DWM
312
Darwin Wealth Management
Florida
$4.18M +$118K +1,073 +3%
HI
313
Hudock Inc
Pennsylvania
$4.17M -$87.4K -798 -2%
FCT
314
Family Capital Trust
Massachusetts
$4.17M +$17.2K +157 +0.4%
HWP
315
Hefty Wealth Partners
Indiana
$4.16M +$330K +3,018 +9%
PFT
316
Providence First Trust
Arizona
$4.11M +$4.11M +37,557 New
HCM
317
Hollencrest Capital Management
California
$4.04M -$109K -991 -3%
1SB
318
1ST Source Bank
Indiana
$4.02M +$550K +5,024 +16%
SP
319
Sarasin & Partners
United Kingdom
$4.01M +$284K +2,591 +8%
Squarepoint
320
Squarepoint
New York
$3.99M -$4.4M -40,169 -52%
BAC
321
Boys Arnold & Co
North Carolina
$3.98M -$553K -5,050 -12%
PCMK
322
Paragon Capital Management (Kansas)
Kansas
$3.87M -$67.8K -619 -2%
SWM
323
SVA Wealth Management
Wisconsin
$3.61M -$312K -2,845 -8%
IFS
324
Ifrah Financial Services
Arkansas
$3.61M -$3.61K -33 -0.1%
CLOS
325
Compagnie Lombard Odier SCmA
Switzerland
$3.6M +$1.41M +12,850 +64%
11 12
13
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