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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 %
RCA
576
Rex Capital Advisors
Rhode Island
$430K – – –
CCM
577
Coe Capital Management
Illinois
$424K – – –
BOS
578
Bingham Osborn & Scarborough
California
$417K – – –
EAM
579
Evanson Asset Management
California
$412K +$60.6K +554 +17%
AF
580
Aldebaran Financial
$407K -$144K -1,318 -26%
CCFCSB
581
Cape Cod Five Cents Savings Bank
Massachusetts
$406K -$82.2K -750 -17%
SC
582
SouthState Corp
Florida
$406K +$406K +3,705 New
AWA
583
Artemis Wealth Advisors
New York
$405K -$252K -2,300 -38%
HIIFS
584
Harel Insurance Investments & Financial Services
Israel
$405K – – –
PAS
585
Park Avenue Securities
New York
$405K +$405K +3,317 New
CAMG
586
CWA Asset Management Group
Florida
$404K -$41.5K -379 -9%
PGFC
587
Peapack-Gladstone Financial Corp
New Jersey
$402K -$38.3K -350 -9%
PSUF
588
People's United Financial
Connecticut
$401K +$14K +128 +4%
CC
589
Cedar Capital
Illinois
$398K +$7.99K +73 +2%
TCOT
590
Trust Company of Toledo
Ohio
$390K – – –
AIP
591
Almanack Investment Partners
Pennsylvania
$386K -$44K -402 -10%
NGA
592
Naples Global Advisors
Florida
$383K – – –
PWMAG
593
Pinnacle Wealth Management Advisory Group
New Jersey
$383K +$1.64K +15 +0.4%
TIM
594
Tortoise Investment Management
New York
$382K +$177K +1,610 +86%
DIA
595
Denver Investment Advisors
Colorado
$381K – – –
CAM
596
Cubic Asset Management
Massachusetts
$381K +$7.11K +65 +2%
RIM
597
Rampart Investment Management
Connecticut
$376K -$59.6K -545 -14%
GJIC
598
Gamble Jones Investment Counsel
California
$371K +$1.42K +13 +0.4%
MFT
599
Moisand Fitzgerald Tamayo
Florida
$371K +$2.41K +22 +0.7%
AFIA
600
America First Investment Advisors
Nebraska
$369K -$5.92K -54 -2%
22 23
24
25 26