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
$1.42B
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 %
Chevy Chase Trust
626
Chevy Chase Trust
Maryland
$290K +$290K +2,652 New
SEI Investments
627
SEI Investments
Pennsylvania
$289K +$83.3K +760 +41%
WI
628
Wedgewood Investors
Pennsylvania
$288K – – –
SBIA
629
Sheaff Brock Investment Advisors
Indiana
$287K -$391K -3,579 -58%
AC
630
Abbrea Capital
California
$287K – – –
VIA
631
Vantage Investment Advisors
Pennsylvania
$286K -$14.9K -136 -5%
OC
632
Oakworth Capital
Alabama
$283K – – –
AIM
633
Arcadia Investment Management
Michigan
$281K -$16.4K -150 -6%
LIM
634
Leavell Investment Management
Alabama
$281K -$988 -9 -0.4%
RI
635
Ridgewood Investments
New Jersey
$280K +$2.41K +22 +0.9%
GT
636
Glenview Trust
Kentucky
$277K – – –
1IA
637
1834 Investment Advisors
Wisconsin
$273K +$273K +2,489 New
NSIM
638
North Star Investment Management
Illinois
$271K +$20K +182 +8%
MAS
639
Managed Account Services
Florida
$270K -$53.5K -489 -17%
MCM
640
Millie Capital Management
California
$269K -$13.7K -125 -5%
IP
641
Investment Partners
Ohio
$267K +$267K +2,439 New
MI
642
Moneywise Inc
Virginia
$266K +$329 +3 +0.1%
SFG
643
StrategIQ Financial Group
Indiana
$263K +$263K +2,394 New
PCP
644
Proficio Capital Partners
Massachusetts
$258K – – –
ATC
645
Argent Trust Co
Tennessee
$258K +$3.94K +36 +2%
CSIC
646
Clifford Swan Investment Counsel
California
$257K -$8.2K -75 -3%
PCM
647
Parsons Capital Management
Rhode Island
$257K +$2.74K +25 +1%
BC
648
Burney Company
Virginia
$255K +$255K +2,323 New
ClearBridge Investments
649
ClearBridge Investments
New York
$254K -$875 -8 -0.3%
FA
650
Fortis Advisors
Pennsylvania
$249K +$249K +2,276 New
24 25
26
27 28