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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
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 %
CG
776
Caprock Group
Idaho
– -$300K -2,765 Closed
RSA
777
Robertson Stephens Advisors
California
– -$270K -2,513 Closed
Nomura Asset Management
778
Nomura Asset Management
Japan
– -$269K -2,480 Closed
Wolverine Trading
779
Wolverine Trading
Illinois
– -$254K -2,342 Closed
STMM
780
South Texas Money Management
Texas
– -$246K -2,272 Closed
DJSG
781
D.J. St. Germain
Massachusetts
– -$236K -2,177 Closed
CWP
782
Capital Wealth Planning
Florida
– -$220K -2,025 Closed
BA
783
Bristlecone Advisors
Washington
– -$213K -1,962 Closed
CFA
784
Capstone Financial Advisors
Illinois
– -$204K -1,875 Closed
ST
785
Spinnaker Trust
Maine
– -$201K -1,855 Closed
MCM
786
McRae Capital Management
New Jersey
– -$186K -1,715 Closed
BC
787
Barnett & Company
Tennessee
– -$150K -1,385 Closed
RP
788
Rowlandmiller & Partners
Georgia
– -$116K -1,069 Closed
BIG
789
Bellwether Investment Group
Tennessee
– -$72K -663 Closed
CPIG
790
Chicago Partners Investment Group
Illinois
– -$55K -503 Closed
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
– -$50.4K -465 Closed
AWM
792
AllSquare Wealth Management
New York
– -$48K -443 Closed
AA
793
Apriem Advisors
California
– -$43K -400 Closed
SIC
794
Salem Investment Counselors
North Carolina
– -$40K -371 Closed
FPS
795
Fieldpoint Private Securities
Connecticut
– -$23K -210 Closed
MAS
796
Madden Advisory Services
Florida
– -$17K -159 Closed
PMFA
797
Plante Moran Financial Advisors
Michigan
– -$15K -134 Closed
PS
798
Portfolio Solutions
Michigan
– -$14K -129 Closed
TCCM
799
Timber Creek Capital Management
Massachusetts
– -$13K -125 Closed
RFM
800
Royal Fund Management
Florida
– -$8K -75 Closed
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