AGG icon

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 %
WAM
751
Wolverine Asset Management
Illinois
$4K +$4K +40 New
BWM
752
Baystate Wealth Management
Massachusetts
$3K +$3K +23 New
GI
753
Gradient Investments
Minnesota
$2K -$28K -224 -93%
TCM
754
Tradewinds Capital Management
Washington
$2K – – –
NR
755
Newfound Research
Massachusetts
$2K – – –
LYV
756
Live Your Vision
Pennsylvania
$1K – – –
CG
757
Cutler Group
California
$1K +$1K +11 New
IWM
758
IHT Wealth Management
Illinois
$16 +$16 +2,663 +4,755%
RW
759
Rand Wealth
Maryland
– -$39.4M -363,295 Closed
Susquehanna International Group
760
Susquehanna International Group
Pennsylvania
– -$22M -203,187 Closed
FNBT
761
FineMark National Bank & Trust
Florida
– -$15.7M -144,962 Closed
IAA
762
Independent Advisor Alliance
North Carolina
– -$13.1M -120,805 Closed
BCM
763
Bluefin Capital Management
New York
– -$9.76M -89,930 Closed
NMC
764
Nine Masts Capital
Hong Kong
– -$5.02M -46,300 Closed
FPA
765
Fieldpoint Private Advisors
New York
– -$4M -36,864 Closed
OMC
766
Old Mission Capital
Illinois
– -$2.86M -26,403 Closed
SCP
767
Syntal Capital Partners
Texas
– -$2.11M -19,459 Closed
MGIA
768
Moneta Group Investment Advisors
Missouri
– -$1.99M -18,310 Closed
CIM
769
Cambria Investment Management
California
– -$1.38M -12,746 Closed
GAG
770
GM Advisory Group
New York
– -$1.36M -12,526 Closed
BC
771
Brinker Capital
Pennsylvania
– -$946K -8,720 Closed
AIA
772
Avalon Investment & Advisory
Texas
– -$614K -5,655 Closed
SFSG
773
Stearns Financial Services Group
North Carolina
– -$552K -5,086 Closed
VCM
774
Vivaldi Capital Management
Illinois
– -$482 -4,445 Closed
GIM
775
Greenwich Investment Management
Connecticut
– -$379K -3,500 Closed
28 29 30
31
32