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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
TD Ameritrade Investment Management
Nebraska
$1.42B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$4.93B
3
Wells Fargo
Wells Fargo
California
$3.2B
4
LPL Financial
LPL Financial
California
$414M
5
RJA
Raymond James & Associates
Florida
$1.48B

Top Sellers

1
MGB
Mass General Brigham
Massachusetts
$71.6M
2
BlackRock
BlackRock
New York
$4.19B
3
AL
Aspiriant LLC
California
$910K
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$32.3M
5
Citigroup
Citigroup
New York
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGI
326
Cougar Global Investments
Ontario, Canada
$3.58M -$227K -2,073 -6%
FAN
327
Financial Advisors Network
California
$3.58M +$277K +2,533 +8%
HCM
328
Harvest Capital Management
New Hampshire
$3.55M +$395K +3,610 +13%
UB
329
UMB Bank
Missouri
$3.54M -$12.9K -118 -0.4%
CAG
330
Crestwood Advisors Group
Massachusetts
$3.53M +$158K +1,438 +5%
CTA
331
Chesley Taft & Associates
Illinois
$3.51M +$93.1K +850 +3%
CA
332
Continuum Advisory
Idaho
$3.49M +$438K +3,998 +14%
DPI
333
Diversified Portfolios Inc
Michigan
$3.43M -$997K -9,108 -23%
PWM
334
Perigon Wealth Management
California
$3.36M -$249K -2,274 -7%
VanEck Associates
335
VanEck Associates
New York
$3.33M +$1.92M +17,512 +136%
CAM
336
Crestone Asset Management
Colorado
$3.32M -$960K -8,771 -22%
HW
337
Hancock Whitney
Mississippi
$3.31M +$2.34M +21,373 +241%
LNC
338
Lincoln National Corp
Pennsylvania
$3.31M +$641K +5,851 +24%
PHS
339
Pekin Hardy Strauss
Illinois
$3.27M +$256K +2,340 +9%
TFA
340
Transamerica Financial Advisors
Florida
$3.22M -$432K -3,947 -12%
JGIA
341
Jackson Grant Investment Advisers
Connecticut
$3.19M -$17.1K -156 -0.5%
BBA
342
BLB&B Advisors
Pennsylvania
$3.16M +$306K +2,797 +11%
Axa
343
Axa
France
$3.13M +$66.8K +610 +2%
MG
344
Mather Group
Illinois
$3.08M +$57.6K +526 +2%
GBT
345
Grove Bank & Trust
Florida
$3.07M +$425K +3,885 +16%
CS
346
Comerica Securities
Michigan
$3.07M +$56.1K +512 +2%
GC
347
Garde Capital
Washington
$2.99M +$200K +1,826 +7%
LP
348
LGL Partners
Pennsylvania
$2.97M -$333K -3,037 -10%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$2.96M +$164K +1,498 +6%
BP
350
Ballentine Partners
Massachusetts
$2.93M +$2.93M +26,798 New
12 13
14
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