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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 %
SI
101
SII Investments
Wisconsin
$33.4M 304,684 +73,987 +32%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$32.6M 297,819 +33,938 +13%
LMGAM
103
Liberty Mutual Group Asset Management
Massachusetts
$32.3M 295,000 -650,000 -69%
KP
104
Keel Point
Alabama
$31.9M 291,628 +4,109 +1%
CFIA
105
Cantor Fitzgerald Investment Advisors
New York
$29.9M 272,598 +272,598 New
BFA
106
Beaumont Financial Advisors
Massachusetts
$29.8M 271,696 +17,521 +7%
CTB
107
Country Trust Bank
Illinois
$29.4M 268,339 +10,181 +4%
MSA
108
Mason Street Advisors
Wisconsin
$29.2M 266,250 -350 -0.1%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$29M 264,863 +16,232 +7%
PFM
110
Phillips Financial Management
Indiana
$28.8M 262,775 +16,073 +7%
BTS
111
BB&T Securities
Virginia
$28.7M 262,437 +121,984 +87%
LA
112
Leonetti & Associates
Illinois
$28.6M 261,175 -4,893 -2%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$28.3M 258,441 +258,441 New
FHA
114
First Horizon Advisors
Tennessee
$26.8M 244,712 +28,657 +13%
EPP
115
ETF Portfolio Partners
Kansas
$26.5M 241,738 +19,605 +9%
UBS AM
116
UBS AM
Illinois
– – – –
JWM
117
Janiczek Wealth Management
Colorado
$25.5M 232,641 +9,036 +4%
LMIM
118
Lockheed Martin Investment Management
Maryland
$25.3M 231,200 – –
FAAS
119
First Allied Advisory Services
California
$24.8M 226,420 +104,805 +86%
AP
120
AHL Partners
United Kingdom
$24.5M 223,289 +192,002 +614%
FCH
121
Freestone Capital Holdings
Washington
$24.3M 221,491 -18,308 -8%
WT
122
Whittier Trust
California
$24M 219,132 +13,835 +7%
PAG
123
Private Advisor Group
New Jersey
$23.9M 219,432 +3,362 +2%
SFA
124
Sequoia Financial Advisors
Ohio
$23.8M 217,723 -71,619 -25%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$23.5M 214,179 -9,564 -4%
3 4
5
6 7