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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PI
76
PHH Investments
Texas
$42.1M 384,236 +384,236 New
AG
77
Advisor Group
Arizona
$41.9M 382,213 +201,964 +112%
NC
78
NewSquare Capital
Pennsylvania
$41.4M 383,804 -9,545 -2%
CAL
79
Capital Analysts LLC
Pennsylvania
$41.1M 375,620 +11,601 +3%
SMM
80
Stadion Money Management
Georgia
$40.7M 371,564 -20,531 -5%
VCM
81
Verger Capital Management
North Carolina
$40.7M 371,443 +2,346 +0.6%
GI
82
Glovista Investments
New Jersey
$40M 365,898 +257,853 +239%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$39.7M 362,398 +9,694 +3%
SWP
84
Stratos Wealth Partners
Ohio
$39.4M 359,916 +119,886 +50%
SMFG
85
Sumitomo Mitsui Financial Group
Japan
$38.6M 352,169 +352,169 New
Citigroup
86
Citigroup
New York
$38.4M 350,751 -590,178 -63%
WAM
87
Watermark Asset Management
California
$38.1M 348,321 +12,516 +4%
UCFA
88
United Capital Financial Advisors
Texas
$38.1M 348,311 -51,797 -13%
SL
89
Summitry LLC
California
$37.9M 346,264 +6,808 +2%
HighTower Advisors
90
HighTower Advisors
Illinois
$37.9M 346,275 -36,484 -10%
BAAM
91
Baker Avenue Asset Management
California
$37.7M 344,211 +4,227 +1%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$37.1M 338,557 -14,623 -4%
IH
93
IFC Holdings
Florida
$36.4M 331,914 +40,402 +14%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$35.4M 323,654 +93,855 +41%
USAA
95
United Services Automobile Association
Texas
$34.9M 318,768 -82,994 -21%
Franklin Resources
96
Franklin Resources
California
$34.7M 316,588 +11,141 +4%
CA
97
Cetera Advisors
Colorado
$34.5M 314,903 +33,712 +12%
Lazard Asset Management
98
Lazard Asset Management
New York
– – – –
Mariner
99
Mariner
Kansas
$33.9M 309,859 +15,697 +5%
FFA
100
Fragasso Financial Advisors
Pennsylvania
$33.4M 305,354 +9,769 +3%
2 3
4
5 6