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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
+$1.27B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$415M
3
Wells Fargo
Wells Fargo
California
+$414M
4
LPL Financial
LPL Financial
California
+$411M
5
RJA
Raymond James & Associates
Florida
+$173M

Top Sellers

1
MGB
Mass General Brigham
Massachusetts
-$176M
2
BlackRock
BlackRock
New York
-$173M
3
AL
Aspiriant LLC
California
-$94.7M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$71.2M
5
Citigroup
Citigroup
New York
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
401
KWMG LLC
Kansas
$1.87M -$53.2K -486 -3%
ADL
402
Asset Dedication LLC
California
$1.82M +$240K +2,191 +15%
CCM
403
Coldstream Capital Management
Washington
$1.82M -$2.3K -21 -0.1%
AA
404
Ancora Advisors
Ohio
$1.82M +$682K +6,231 +60%
RWM
405
RKL Wealth Management
Pennsylvania
$1.81M +$1.58M +14,457 +695%
WSFS
406
Wilmington Savings Fund Society
Delaware
$1.81M +$213K +1,945 +13%
ECM
407
Exchange Capital Management
Michigan
$1.8M +$1.79M +16,316 +14,833%
KFC
408
Klingenstein Fields & Co
New York
$1.78M – – –
State Street
409
State Street
Massachusetts
$1.77M +$8.54K +78 +0.5%
TNBTD
410
Trustmark National Bank Trust Department
Mississippi
$1.74M -$174K -1,584 -9%
WCG
411
Wall Capital Group
Arizona
$1.73M -$415K -3,793 -19%
HS
412
Horan Securities
United States
$1.73M +$38.6K +353 +2%
AII
413
AGF Investments Inc
Ontario, Canada
$1.72M -$165K -1,509 -9%
PAM
414
Peak Asset Management
Colorado
$1.7M -$77.4K -707 -4%
AIP
415
Ameritas Investment Partners
Nebraska
$1.68M -$58.2K -532 -3%
T
416
Thomaspartners
Massachusetts
$1.66M -$21K -192 -1%
AP
417
Advisors Preferred
Maryland
$1.65M +$165K +1,506 +11%
SSG
418
Summit Securities Group
New York
$1.64M +$1.64M +15,000 New
AA
419
Advisory Alpha
Michigan
$1.62M +$349K +3,186 +27%
BPB
420
Badgley, Phelps & Bell
Washington
$1.6M +$65.6K +599 +4%
AWM
421
Altavista Wealth Management
North Carolina
$1.59M +$5.92K +54 +0.4%
FCAG
422
First Capital Advisors Group
New Jersey
$1.56M -$115K -1,046 -7%
APP
423
Avantax Planning Partners
Iowa
$1.56M +$99K +904 +7%
PTC
424
Private Trust Company
Ohio
$1.55M -$115K -1,051 -7%
AWS
425
AJ Wealth Strategies
New York
$1.55M -$36.8K -336 -2%
15 16
17
18 19