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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
19%
Holding in Top 10
180
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.27%
% of All Funds
4.49%
New
57
Increased
399
Reduced
212
Closed
46
Calls
$1.21M
Puts
$482K
Net Calls
+$723K
Net Calls Change
+$1.88M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$3.66B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$5.37B
3
Ameriprise
Ameriprise
Minnesota
$889M
4
RJA
Raymond James & Associates
Florida
$1.66B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$570M
2
BlackRock
BlackRock
New York
$4.09B
3
TC
Toews Corporation
New Jersey
$36.3M
4
MGB
Mass General Brigham
Massachusetts
$71.7M
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
651
American Financial Network Advisory Services
California
$268K +$268K +2,446 New
CCMG
652
Clark Capital Management Group
Pennsylvania
$267K +$32.7K +298 +14%
BFPW
653
BOK Financial Private Wealth
Colorado
$267K +$50.8K +464 +24%
HWA
654
HCR Wealth Advisors
California
$267K +$267K +2,435 New
SB
655
Simmons Bank
Arkansas
$267K +$267K +2,437 New
NSIM
656
North Star Investment Management
Illinois
$264K -$6.8K -62 -3%
Lido Advisors
657
Lido Advisors
California
$262K -$84K -770 -24%
GCA
658
Guardian Capital Advisors
Ontario, Canada
$262K +$262K +2,400 New
PCP
659
Proficio Capital Partners
Massachusetts
$261K +$3.94K +36 +2%
ATC
660
Argent Trust Co
Tennessee
$260K +$1.64K +15 +0.6%
PCM
661
Parsons Capital Management
Rhode Island
$260K +$2.75K +25 +1%
TTWM
662
TCV Trust & Wealth Management
Virginia
$260K +$260K +2,378 New
CSIC
663
Clifford Swan Investment Counsel
California
$258K – – –
ClearBridge Investments
664
ClearBridge Investments
New York
$254K -$438 -4 -0.2%
EAM
665
Eagle Asset Management
Florida
$252K +$41.5K +380 +20%
FA
666
Fortis Advisors
Pennsylvania
$251K +$1.53K +14 +0.6%
WCA
667
Westover Capital Advisors
Delaware
$247K – – –
IWM
668
IHT Wealth Management
Illinois
$245K -$53.1K -484 -18%
DWM
669
Dakota Wealth Management
Florida
$242K -$1.86K -17 -0.8%
MAS
670
Managed Account Services
Florida
$240K -$30.7K -280 -11%
Chevy Chase Trust
671
Chevy Chase Trust
Maryland
$238K -$52.6K -480 -18%
OC
672
Oakworth Capital
Alabama
$237K -$48.3K -437 -17%
WPC
673
Waters Parkerson & Co
Louisiana
$235K -$3.28K -30 -1%
BHB
674
Bank Hapoalim BM
Israel
$231K – – –
MCM
675
Mengis Capital Management
Oregon
$229K +$20.1K +183 +10%
25 26
27
28 29