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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 %
LA
751
Legacy Advisors
Pennsylvania
$14K – – –
TWA
752
TCI Wealth Advisors
Arizona
$13K – – –
BBHC
753
Brown Brothers Harriman & Co
New York
$13K +$13K +117 New
RFWA
754
RPg Family Wealth Advisory
Massachusetts
$12.2K – – –
First Manhattan
755
First Manhattan
New York
$12K +$12K +117 New
RWA
756
Ropes Wealth Advisors
Massachusetts
$11K -$1.91K -17 -15%
HR
757
Howe & Rusling
New York
$10K – – –
LC
758
Landaas & Company
Wisconsin
$10K +$10K +88 New
FPFS
759
First Personal Financial Services
North Carolina
$9K +$9K +84 New
RFM
760
Royal Fund Management
Florida
$8K +$8K +73 New
AIS
761
Accurate Investment Solutions
Pennsylvania
$3K -$4.44K -37 -60%
TCM
762
Tradewinds Capital Management
Washington
$2K – – –
NR
763
Newfound Research
Massachusetts
$2K +$125 +1 +7%
LYV
764
Live Your Vision
Pennsylvania
$1K – – –
SC
765
SouthState Corp
Florida
$412 +$5 +50 +1%
GI
766
Glovista Investments
New Jersey
– -$40M -365,898 Closed
IGIM
767
I.G. Investment Management
Manitoba, Canada
– -$16.7M -152,563 Closed
AIM
768
Astor Investment Management
Illinois
– -$12.5M -113,781 Closed
CAAS
769
Capital Asset Advisory Services
Michigan
– -$7.39M -67,421 Closed
FTIOP
770
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$6.77M -61,848 Closed
CAI
771
Capital Advisors Inc
Oklahoma
– -$5.47M -49,970 Closed
AIG
772
American International Group
New York
– -$4.56M -41,600 Closed
BSAM
773
Blue Sky Asset Management
Colorado
– -$4.48M -40,940 Closed
PCMK
774
Paragon Capital Management (Kansas)
Kansas
– -$3.87M -35,378 Closed
BFM
775
Boston Financial Management
Massachusetts
– -$2.71M -24,721 Closed
29 30
31
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