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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 %
SHGA
126
Sand Hill Global Advisors
California
$22.9M +$22.9M +209,299 New
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$22.7M +$349K +3,187 +2%
BWFM
128
Bridgewater Wealth & Financial Management
Maryland
$21.9M +$381K +3,480 +2%
AWM
129
AE Wealth Management
Kansas
$21.8M -$31.5M -287,329 -59%
SS
130
Simplicity Solutions
Minnesota
$21.7M -$31.3M -286,240 -59%
LA
131
LVW Advisors
New York
$21.4M +$2.26M +20,705 +12%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$20.2M +$2.29M +20,932 +13%
HMC
133
Higher Moment Capital
Massachusetts
$19.8M +$17.3M +158,176 +688%
MA
134
MUFG Americas
New York
$19.4M +$4.51M +41,166 +30%
VFA
135
Virtus Fund Advisers
Connecticut
$19.4M -$354K -3,251 -2%
UR
136
USCA RIA
Texas
$19.2M -$1.94M -17,688 -9%
RJT
137
Raymond James Trust
Florida
$18.7M +$566K +5,172 +3%
SF
138
Synovus Financial
Georgia
$18.6M +$5.72M +52,278 +45%
JWA
139
JFS Wealth Advisors
Pennsylvania
$18.2M +$1.11M +10,106 +6%
RWP
140
RWA Wealth Partners
Massachusetts
$18.2M +$4.07M +37,155 +29%
CIR
141
Clear Investment Research
Georgia
$18.1M +$2.1M +19,166 +13%
Truist Financial
142
Truist Financial
North Carolina
$17.8M +$1.19M +10,834 +7%
VAM
143
Visionary Asset Management
Texas
$17.8M -$2.11M -19,288 -11%
FA
144
FC Advisory
Pennsylvania
$17.8M -$1.4M -12,787 -7%
WT
145
Washington Trust
Rhode Island
$17M +$323K +2,951 +2%
IGIM
146
I.G. Investment Management
Manitoba, Canada
$16.7M +$2.22M +20,260 +15%
ICOA
147
Investment Centers of America
North Dakota
$16.7M +$2.27M +20,689 +16%
BCI
148
Brinker Capital Investments
Pennsylvania
$16.7M +$584K +5,332 +4%
BTNA
149
Bremer Trust National Association
Minnesota
$16.6M +$205K +1,875 +1%
FI
150
FormulaFolio Investments
Michigan
$16.6M +$2.01M +18,339 +14%
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