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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
1
TD Ameritrade Investment Management
Nebraska
$1.42B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.93B
3
Wells Fargo
3
Wells Fargo
California
$3.2B
4
LPL Financial
4
LPL Financial
California
$414M
5
RJA
5
Raymond James & Associates
Florida
$1.48B

Top Sellers

1
MGB
1
Mass General Brigham
Massachusetts
$71.6M
2
BlackRock
2
BlackRock
New York
$4.19B
3
AL
3
Aspiriant LLC
California
$910K
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$32.3M
5
Citigroup
5
Citigroup
New York
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
676
Duncker Streett & Co
Missouri
$211K -$1.53K -14 -0.7%
EAM
677
Eagle Asset Management
Florida
$211K +$211K +1,929 New
JRP
678
Jasper Ridge Partners
California
$208K -$298K -2,715 -59%
MCM
679
Mengis Capital Management
Oregon
$208K -$23.2K -213 -10%
CHAM
680
Clear Harbor Asset Management
Connecticut
$207K – – –
WAM
681
Wealthspire Advisors (Maryland)
Maryland
$197K -$7.66K -70 -4%
WPA
682
West Paces Advisors
Georgia
$195K -$50.9K -465 -21%
BWA
683
Burt Wealth Advisors
Maryland
$189K – – –
AOWM
684
Alpha Omega Wealth Management
Virginia
$185K -$2.19K -20 -1%
KF
685
Krilogy Financial
Missouri
$181K -$13.1K -119 -7%
FCMT
686
Founders Capital Management (Texas)
Texas
$172K – – –
JA
687
JOYN Advisors
Georgia
$158K – – –
MIM
688
Macroview Investment Management
Maryland
$154K +$93K +847 +153%
CS
689
Credential Securities
$151K – – –
LPIC
690
LeJeune Puetz Investment Counsel
Michigan
$145K – – –
FNB
691
Farmers National Bank
Kentucky
$131K +$131K +1,200 New
SFSIG
692
San Francisco Sentry Investment Group
California
$127K +$127K +1,157 New
AAM
693
Alken Asset Management
United Kingdom
$126K +$126K +1,154 New
LWA
694
Lowe Wealth Advisors
Maryland
$125K -$546 -5 -0.4%
HA
695
Harfst & Associates
Wyoming
$108K -$4.25K -39 -4%
BCP
696
Blue Chip Partners
Michigan
$108K +$657 +6 +0.6%
AP
697
Atwood & Palmer
Missouri
$106K – – –
JFA
698
JNBA Financial Advisors
Minnesota
$104K – – –
GEA
699
Glen Eagle Advisors
New Jersey
$101K -$505K -4,612 -83%
PFGIA
700
Patriot Financial Group Insurance Agency
Massachusetts
$100K -$139K -1,274 -58%
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