AGG icon

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 %
CG
476
Colony Group
Massachusetts
$1.02M +$281K +2,567 +38%
PO
477
Private Ocean
California
$1.02M +$23.4K +214 +2%
PIA
478
Peachtree Investment Advisors
Georgia
$1.01M -$2.29M -20,958 -70%
SGCA
479
Steel Grove Capital Advisors
Tennessee
$984K -$295K -2,695 -23%
SCM
480
Shelton Capital Management
Colorado
$978K +$29.6K +270 +3%
FIB
481
First Interstate Bank
Montana
$971K +$971K +8,866 New
OBWP
482
O'Brien Wealth Partners
Massachusetts
$961K -$22.4K -204 -2%
SWA
483
SFMG Wealth Advisors
Texas
$960K -$978K -8,927 -50%
CA
484
Cambridge Advisors
Nebraska
$951K – – –
SFM
485
Signature Financial Management
Virginia
$947K – – –
EFS
486
Essex Financial Services
Connecticut
$946K +$596K +5,439 +170%
EWM
487
Evercore Wealth Management
New York
$939K -$9.86K -90 -1%
TNB
488
Thomasville National Bank
Georgia
$917K -$12.8K -117 -1%
B
489
Bridgeworth
Alabama
$915K -$21K -192 -2%
IG
490
ING Group
Netherlands
$913K – – –
AL
491
Aspiriant LLC
California
$910K -$94.7M -864,500 -99%
DC
492
Davenport & Co
Virginia
$901K +$194K +1,767 +27%
GRP
493
Global Retirement Partners
California
$901K +$101K +922 +13%
NEIRG
494
New England Investment & Retirement Group
Massachusetts
$898K -$1.62M -14,758 -64%
LFG
495
LifePlan Financial Group
Ohio
$883K -$134K -1,220 -13%
HW
496
Hedeker Wealth
Illinois
$876K -$274K -2,506 -24%
SHWM
497
Smith & Howard Wealth Management
Georgia
$873K -$113K -1,028 -11%
F
498
Filament
Washington
$869K – – –
CWM
499
Cranbrook Wealth Management
Michigan
$867K – – –
CSM
500
CAMG Solamere Management
North Carolina
$867K – – –
18 19
20
21 22