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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 %
WAS
726
Winch Advisory Services
Wisconsin
$30K – – –
BAM
727
Barrett Asset Management
New York
$28K – – –
SA
728
SRH Advisors
Kansas
$27K – – –
SNT
729
Security National Trust
West Virginia
$27K – – –
GWS
730
Glassman Wealth Services
Virginia
$23K – – –
OIA
731
OneDigital Investment Advisors
Kansas
$23K +$23K +206 New
TDC
732
Thompson Davis & Co
Virginia
$21K +$6.02K +55 +40%
AIM
733
Anchor Investment Management
South Carolina
$20K -$2.19K -20 -10%
UWPG
734
Ullmann Wealth Partners Group
Florida
$19K +$19K +177 New
WEC
735
Winslow Evans & Crocker
Massachusetts
$18.4K – – –
IA
736
IndexIQ Advisors
New York
$18K -$27.8M -253,552 -100%
OFW
737
Omnia Family Wealth
Florida
$15K – – –
SFPIA
738
Stevens First Principles Investment Advisors
California
$15K +$15K +133 New
LA
739
Legacy Advisors
Pennsylvania
$14K – – –
PK
740
Pflug Koory
Nebraska
$14K – – –
AA
741
AlphaMark Advisors
Kentucky
$14K – – –
RWA
742
Ropes Wealth Advisors
Massachusetts
$13K -$5.2K -46 -29%
Thrivent Financial for Lutherans
743
Thrivent Financial for Lutherans
Minnesota
$13K – – –
TWA
744
TCI Wealth Advisors
Arizona
$13K +$13K +123 New
RFWA
745
RPg Family Wealth Advisory
Massachusetts
$12.2K -$191K -1,744 -94%
ANBT
746
American National Bank & Trust
Texas
$12K +$12K +109 New
HR
747
Howe & Rusling
New York
$10K – – –
IP
748
Intellectus Partners
California
$10K +$10K +1,456 New
AIS
749
Accurate Investment Solutions
Pennsylvania
$7K -$11.6K -103 -62%
DCM
750
DeGreen Capital Management
Arizona
$6.37K +$367 +3,353 +6%
28 29
30
31 32