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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 %
BMCM
551
Bryn Mawr Capital Management
Pennsylvania
$534K -$272K -2,487 -34%
AIM
552
Advantage Investment Management
Iowa
$527K +$60K +548 +13%
4IG
553
440 Investment Group
Kansas
$515K – – –
FA
554
Fagan Associates
New York
$514K +$63K +575 +14%
GT
555
Greenleaf Trust
Michigan
$510K +$60.7K +555 +14%
SCA
556
Salient Capital Advisors
Texas
$507K – – –
SPWA
557
SteelBridge Private Wealth Advisors
Florida
$505K – – –
BIAS
558
Beacon Investment Advisory Services
New Jersey
$501K +$22.8K +208 +5%
GWM
559
Greenwich Wealth Management
Connecticut
$500K +$2.74K +25 +0.6%
BWAM
560
Boyd Watterson Asset Management
Ohio
$491K – – –
NDSI
561
Newman Dignan & Sheerar Inc
Rhode Island
$488K -$51.8K -473 -10%
LNB
562
Ledyard National Bank
$470K +$232K +2,117 +97%
RTS
563
Round Table Services
New Jersey
$458K -$151K -1,377 -25%
CIM
564
Cetera Investment Management
California
$453K -$64.5K -590 -12%
CI
565
Cambiar Investors
Colorado
$451K – – –
CPA
566
Clear Perspective Advisors
Illinois
$450K – – –
VA
567
Valmark Advisers
Ohio
$450K +$47.3K +432 +12%
BPC
568
Banque Pictet & Cie
Switzerland
$449K +$449K +4,100 New
PNAA
569
Pictet North America Advisors
Switzerland
$449K +$449K +4,100 New
RA
570
RFG Advisory
Alabama
$443K -$1.2M -11,013 -73%
WAM
571
Weatherly Asset Management
California
$443K -$11.7K -107 -3%
FWM
572
Focused Wealth Management
New York
$443K – – –
CC
573
Courier Capital
New York
$441K – – –
FPCP
574
Fort Point Capital Partners
California
$435K +$126K +1,147 +41%
IIA
575
IPG Investment Advisors
California
$433K +$433K +3,950 New
21 22
23
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