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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 %
NFP
451
Narus Financial Partners
Utah
$1.23M -$78.9K -720 -6%
TIM
452
Total Investment Management
Arizona
$1.21M +$17.6K +161 +1%
AT
453
Arden Trust
Delaware
$1.19M – – –
SMDAM
454
Sumitomo Mitsui DS Asset Management
Japan
$1.19M +$299K +2,728 +34%
KWMG
455
King Wealth Management Group
Florida
$1.18M +$164K +1,500 +16%
Simplex Trading
456
Simplex Trading
Illinois
$1.18M +$717K +6,547 +155%
EWM
457
Empirical Wealth Management
Washington
$1.17M -$15K -137 -1%
CCM
458
Colorado Capital Management
Colorado
$1.16M -$8.43K -77 -0.7%
WC
459
Whitney & Co
New York
$1.15M +$1.15M +10,500 New
CFN
460
Cordasco Financial Network
Florida
$1.14M +$2.41K +22 +0.2%
ACI
461
Alpha Cubed Investments
California
$1.14M +$313K +2,859 +38%
WTC
462
WhitTier Trust Company
Nevada
$1.12M -$8.54K -78 -0.8%
EAMA
463
EFG Asset Management (Americas)
Florida
$1.11M +$110K +1,000 +11%
1832 Asset Management
464
1832 Asset Management
Ontario, Canada
$1.1M – – –
ASN
465
Advisory Services Network
Georgia
$1.1M +$261K +2,382 +31%
RCA
466
Rowland Carmichael Advisors
Arizona
$1.09M +$9.2K +84 +0.8%
ATC
467
Adirondack Trust Company
New York
$1.09M -$12K -110 -1%
MHS
468
M Holdings Securities
Oregon
$1.08M +$26.9K +246 +3%
BWP
469
BSW Wealth Partners
Colorado
$1.07M -$469K -4,278 -30%
MVIP
470
Mar Vista Investment Partners
California
$1.07M – – –
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$1.07M -$426K -3,888 -29%
CWM
472
Cornerstone Wealth Management
Missouri
$1.06M -$171K -1,576 -14%
BFC
473
Blue Fin Capital
Rhode Island
$1.05M +$89.2K +815 +9%
HSA
474
HBK Sorce Advisory
Pennsylvania
$1.03M +$1.03M +9,443 New
SMC
475
Smith, Moore & Co
Missouri
$1.02M +$187K +1,709 +22%
17 18
19
20 21