AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

744 hedge funds and large institutions have $32.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 333 increasing their positions, 273 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.55%
Holding in Top 10
166
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.49%
% of All Funds
4.14%
New
62
Increased
333
Reduced
273
Closed
58
Calls
$2.27M
Puts
$1.89M
Net Calls
+$378K
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.32B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.48B
3
Wells Fargo
3
Wells Fargo
California
$2.76B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$450M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$670M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.74B
2
MGB
2
Mass General Brigham
Massachusetts
$176M
3
Barclays
3
Barclays
United Kingdom
$46.5M
4
SCM
4
SCS Capital Management
Massachusetts
$429M
5
AIP
5
Ameritas Investment Partners
Nebraska
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$43.4M -$711K -6,553 -2%
NC
77
NewSquare Capital
Pennsylvania
$42.7M +$1.17M +10,751 +3%
SMM
78
Stadion Money Management
Georgia
$42.5M -$2.81M -25,902 -6%
HighTower Advisors
79
HighTower Advisors
Illinois
$41.5M +$6.49M +59,821 +19%
Lazard Asset Management
80
Lazard Asset Management
New York
$40.9M -$46.3M – –
VCM
81
Verger Capital Management
North Carolina
$40M +$1.46M +13,444 +4%
CAL
82
Capital Analysts LLC
Pennsylvania
$39.5M +$39.5M +363,632 +93,962%
RW
83
Rand Wealth
Maryland
$39.4M +$38.7M +356,866 +5,551%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$38.3M +$2.53M +23,308 +7%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$38.3M +$11.6M +106,668 +43%
AAP
86
Arax Advisory Partners
Colorado
$37.4M +$910K +8,386 +2%
BAAM
87
Baker Avenue Asset Management
California
$36.9M +$213K +1,963 +0.6%
SL
88
Summitry LLC
California
$36.8M +$1.89M +17,410 +5%
WAM
89
Watermark Asset Management
California
$36.4M +$36.4M +335,805 New
Franklin Resources
90
Franklin Resources
California
$33.1M +$2.72M +25,070 +9%
FFA
91
Fragasso Financial Advisors
Pennsylvania
$32.1M +$1.58M +14,587 +5%
PWAG
92
Polaris Wealth Advisory Group
California
$31.9M -$190K -1,755 -0.6%
Mariner
93
Mariner
Kansas
$31.9M +$3.85M +35,493 +14%
IH
94
IFC Holdings
Florida
$31.6M +$1.12M +10,298 +4%
SFA
95
Sequoia Financial Advisors
Ohio
$31.4M -$4.12M -37,987 -12%
KP
96
Keel Point
Alabama
$31.2M -$1.35M -12,405 -4%
CA
97
Cetera Advisors
Colorado
$30.5M -$2.4M -22,112 -7%
MSA
98
Mason Street Advisors
Wisconsin
$28.9M +$28.9M +266,600 New
LA
99
Leonetti & Associates
Illinois
$28.9M -$1.26M -11,605 -4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$28.6M -$724K -6,670 -2%
2 3
4
5 6