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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 %
NEPWA
426
New England Private Wealth Advisors
Massachusetts
$1.53M +$9.64K +88 +0.6%
TC
427
Trust Company
Kansas
$1.49M -$360K -3,288 -19%
CIA
428
Capital Investment Advisors
Georgia
$1.48M -$43.7K -399 -3%
MCM
429
Maryland Capital Management
Maryland
$1.48M -$51.6K -471 -3%
BL
430
Balentine LLC
Georgia
$1.46M +$250K +2,285 +21%
WCM
431
Wealthcare Capital Management
Virginia
$1.46M +$72.3K +660 +5%
FHA
432
Flagship Harbor Advisors
Massachusetts
$1.44M +$148K +1,362 +12%
NWM
433
Northwest Wealth Management
Iowa
$1.43M -$110K -1,002 -7%
SAC
434
Smith Affiliated Capital
New York
$1.42M -$1.41M – –
JWS
435
Juncture Wealth Strategies
Arizona
$1.41M +$153K +1,394 +12%
BJL
436
Brighton Jones LLC
Washington
$1.41M +$15.5K +142 +1%
BAM
437
Brave Asset Management
New Jersey
$1.4M – – –
SIA
438
Starfire Investment Advisers
Michigan
$1.39M – – –
PP
439
Palladium Partners
Virginia
$1.38M -$157K -1,436 -10%
HB
440
Homrich & Berg
Georgia
$1.37M -$77.7K -710 -5%
ALIONA
441
Allianz Life Insurance of North America
Minnesota
$1.37M -$62K -566 -4%
PA
442
Pinnacle Associates
New York
$1.36M -$9.31K -85 -0.7%
BRWA
443
B. Riley Wealth Advisors
Florida
$1.34M +$221K +2,016 +20%
CIBC World Market
444
CIBC World Market
Ontario, Canada
$1.34M +$130K +1,183 +11%
COI
445
Connable Office Inc
Michigan
$1.31M +$986K +9,007 +303%
HS
446
Huntington Steele
Pennsylvania
$1.27M +$3.5K +32 +0.3%
JGUA
447
John G. Ullman & Associates
New York
$1.27M +$73.9K +675 +6%
PA
448
Parallel Advisors
California
$1.26M +$105K +955 +9%
AIIMS
449
Analyst IMS Investment Management Services
Israel
$1.25M +$179K +1,636 +17%
AWA
450
Arete Wealth Advisors
Illinois
$1.24M -$42.5K -388 -3%
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