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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 %
WCA
651
Westover Capital Advisors
Delaware
$247K – – –
DWM
652
Dakota Wealth Management
Florida
$244K -$24.1K -220 -9%
RW
653
REDW Wealth
New Mexico
$243K -$44.9K -410 -16%
Bessemer Group
654
Bessemer Group
New Jersey
$240K -$1.37M -12,490 -85%
WPC
655
Waters Parkerson & Co
Louisiana
$239K +$28.1K +256 +13%
FLI
656
Family Legacy Inc
South Carolina
$237K +$237K +2,163 New
CCMG
657
Clark Capital Management Group
Pennsylvania
$234K -$328 -3 -0.1%
OWM
658
Orgel Wealth Management
Wisconsin
$234K +$110 +1 +0%
BHB
659
Bank Hapoalim BM
Israel
$231K – – –
NFG
660
Nations Financial Group
Iowa
$229K +$4.39K +40 +2%
NIC
661
Northwest Investment Counselors
Oregon
$228K – – –
GA
662
Gateway Advisory
New Jersey
$228K – – –
HIC
663
Holderness Investments Company
North Carolina
$227K – – –
BO
664
Bank OZK
Arkansas
$225K -$1.86K -17 -0.8%
CONA
665
Capital One National Association
New York
$224K -$78.4K -715 -26%
ACP
666
Arcus Capital Partners
Georgia
$222K +$1.31K +12 +0.6%
BW
667
Bison Wealth
Georgia
$219K – – –
BGC
668
Blue Granite Capital
South Carolina
$216K -$16.8K -155 -7%
BFPW
669
BOK Financial Private Wealth
Colorado
$216K -$11.7K -107 -5%
DAC
670
Dividend Assets Capital
South Carolina
$216K – – –
PAS
671
Partnervest Advisory Services
California
$214K +$548 +5 +0.3%
Betterment LLC
672
Betterment LLC
New York
$214K +$214K +1,950 New
FFA
673
First Foundation Advisors
California
$213K – – –
VKH
674
Virtu KCG Holdings
New York
$212K +$212K +1,932 New
PAG
675
Private Advisory Group
Washington
$211K -$144K -1,314 -41%
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