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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 %
BHBT
501
Burke & Herbert Bank & Trust
Virginia
$843K -$126K -1,153 -13%
NCM
502
New Capital Management
Texas
$840K – – –
HCA
503
Harbour Capital Advisors
Virginia
$830K +$21.9K +200 +3%
WPC
504
White Pine Capital
Minnesota
$826K – – –
BTIS
505
BB&T Investment Services
North Carolina
$825K +$487K +4,440 +144%
BOTW
506
Bank of the West
California
$810K -$288K -2,629 -26%
CM
507
Cornerstone Management
Georgia
$808K +$1.97K +18 +0.2%
EDRH
508
Edmond de Rothschild Holding
Switzerland
$805K – – –
First Trust Advisors
509
First Trust Advisors
Illinois
$804K +$84.2K +769 +12%
FC
510
Forte Capital
New York
$799K +$61.6K +562 +8%
FWM
511
Frontier Wealth Management
Missouri
$797K -$438 -4 -0.1%
TF
512
Tompkins Financial
New York
$793K +$4.16K +38 +0.5%
BWM
513
BerganKDV Wealth Management
Minnesota
$787K +$418K +3,821 +113%
ST
514
Smithfield Trust
Pennsylvania
$785K – – –
FIM
515
Freedom Investment Management
Connecticut
$775K +$110 +1 +0%
CFD
516
Creative Financial Designs
Indiana
$766K +$308K +2,814 +67%
NFG
517
NewFocus Financial Group
Washington
$760K +$157K +1,434 +26%
PG
518
Patten Group
Tennessee
$720K +$59.6K +543 +9%
WS
519
Wedbush Securities
California
$712K +$76.6K +700 +12%
FAM
520
Foothills Asset Management
Arizona
$704K – – –
CGL
521
Clarius Group LLC
Washington
$698K +$37.1K +339 +6%
HTC
522
Haverford Trust Company
Pennsylvania
$688K – – –
SAS
523
Sage Advisory Services
Texas
$683K -$433K -3,960 -39%
GIP
524
Greatmark Investment Partners
Georgia
$682K -$32.8K -300 -5%
DAM
525
Delta Asset Management
Tennessee
$679K -$65.4K -597 -9%
19 20
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