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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.

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 %
DADC
51
D.A. Davidson & Co
Montana
$77.6M +$9.3M +84,929 +14%
HHGA
52
Halbert Hargrove Global Advisors
California
$76.8M +$420K +3,833 +0.5%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$76.6M +$61M +556,880 +391%
PAMU
54
Pictet Asset Management (UK)
United Kingdom
$76.1M +$5.91M +53,800 +8%
1GA
55
1st Global Advisors
Texas
$75.2M – – –
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.1M +$688K +6,286 +0.9%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$74.7M +$10.7M +98,140 +17%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$73.2M +$23.9M +217,860 +48%
MGB
59
Mass General Brigham
Massachusetts
$71.6M -$176M – –
RFC
60
Regions Financial Corp
Alabama
$71.3M +$4.17M +38,076 +6%
Stifel Financial
61
Stifel Financial
Missouri
$69M +$5.59M +51,029 +9%
SG Americas Securities
62
SG Americas Securities
New York
$63.6M -$22.8M -208,526 -26%
MBT
63
Monroe Bank & Trust
Michigan
$62.1M +$61.8K +564 +0.1%
CPO
64
Cerity Partners OCIO
New York
$58.6M +$4.64M +42,351 +9%
ZIM
65
Zacks Investment Management
Illinois
$57.3M +$2.79M +25,446 +5%
AF
66
Alerus Financial
North Dakota
$55.7M +$829K +7,568 +2%
WA
67
Waverly Advisors
Alabama
$55.7M +$232K +2,116 +0.4%
TCM
68
Twele Capital Management
Minnesota
$55.5M +$2.07M +18,920 +4%
FBFS
69
First Business Financial Services
Wisconsin
$54M +$881K +8,043 +2%
SIM
70
Sigma Investment Management
Oregon
$54M +$1.17M +10,729 +2%
CHP
71
Cable Hill Partners
Oregon
$49.9M +$1M +9,190 +2%
DIP
72
DT Investment Partners
Pennsylvania
$48.5M -$73.4K -670 -0.2%
B
73
Bailard
California
$47.4M +$678K +6,195 +1%
AssetMark Inc
74
AssetMark Inc
California
$47M +$472K +4,310 +1%
FHB
75
First Hawaiian Bank
Hawaii
$42.7M -$10.5M -96,075 -20%
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