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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 %
CAM
526
Concorde Asset Management
Michigan
$667K +$153K +1,395 +30%
WF
527
Welch & Forbes
Massachusetts
$660K – – –
FWIA
528
Fort Washington Investment Advisors
Ohio
$657K -$736K – –
GS
529
Girard Securities
California
$648K +$28.6K +262 +5%
DAS
530
Dynamic Advisor Solutions
Arizona
$646K -$241K -2,205 -27%
IT
531
Independence Trust
Tennessee
$643K – – –
NFG
532
Next Financial Group
Texas
$634K +$236K +2,157 +59%
SDWMA
533
Schneider Downs Wealth Management Advisors
Pennsylvania
$622K +$17.2K +157 +3%
PV
534
Private Vista
Illinois
$611K +$658 +6 +0.1%
SCM
535
Stellar Capital Management
Arizona
$607K +$1.42K +13 +0.2%
Jane Street
536
Jane Street
New York
$602K -$50M -456,964 -99%
ZB
537
Zions Bancorporation
Utah
$598K – – –
LWA
538
Lenox Wealth Advisors
New York
$597K -$144K -1,314 -19%
AFP
539
Ausdal Financial Partners
Iowa
$593K +$160K +1,458 +37%
PCM
540
Pointe Capital Management
Michigan
$592K – – –
BFEC
541
Benjamin F. Edwards & Company
Missouri
$583K +$508K +4,645 +681%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$580K +$1.1K +10 +0.2%
FC
543
FCA Corp
Texas
$580K +$51.8K +473 +10%
OCG
544
Opus Capital Group
Ohio
$578K -$29K -265 -5%
WWM
545
Willingdon Wealth Management
North Carolina
$576K +$35K +320 +6%
SA
546
SL Advisors
New Jersey
$561K – – –
BCM
547
Brookmont Capital Management
Texas
$552K – – –
NPT
548
Nixon Peabody Trust
Massachusetts
$552K +$552K +5,044 New
SCG
549
Sonata Capital Group
Washington
$550K – – –
CAM
550
Cidel Asset Management
Ontario, Canada
$549K – – –
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