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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
19%
Holding in Top 10
180
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.27%
% of All Funds
4.49%
New
57
Increased
399
Reduced
212
Closed
46
Calls
$1.21M
Puts
$482K
Net Calls
+$723K
Net Calls Change
+$1.88M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$3.66B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$5.37B
3
Ameriprise
Ameriprise
Minnesota
$889M
4
RJA
Raymond James & Associates
Florida
$1.66B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$570M
2
BlackRock
BlackRock
New York
$4.09B
3
TC
Toews Corporation
New Jersey
$36.3M
4
MGB
Mass General Brigham
Massachusetts
$71.7M
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
126
Freestone Capital Holdings
Washington
$24.6M +$354K +3,231 +1%
HMC
127
Higher Moment Capital
Massachusetts
$24.6M +$4.74M +43,254 +24%
BWFM
128
Bridgewater Wealth & Financial Management
Maryland
$22.9M +$1.03M +9,433 +5%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$22.3M +$2.01M +18,342 +10%
BHWM
130
Bar Harbor Wealth Management
New Hampshire
$22M -$763K -6,959 -3%
QFA
131
Quattro Financial Advisors
Texas
$20.3M +$11.1M +101,608 +121%
FAT
132
First American Trust
California
$20M +$3.91M +35,723 +24%
IA
133
IFP Advisors
Florida
$19.5M +$3.01M +27,473 +18%
UR
134
USCA RIA
Texas
$19.2M – – –
RJT
135
Raymond James Trust
Florida
$19M +$335K +3,058 +2%
TPWA
136
TRUE Private Wealth Advisors
Oregon
$18.9M -$4.61M -42,039 -20%
ICOA
137
Investment Centers of America
North Dakota
$18.5M +$1.85M +16,913 +11%
RWP
138
RWA Wealth Partners
Massachusetts
$18.4M +$152K +1,386 +0.8%
JWA
139
JFS Wealth Advisors
Pennsylvania
$18.2M -$73.5K -671 -0.4%
MA
140
MUFG Americas
New York
$18M -$1.47M -13,369 -8%
AI
141
Atria Investments
North Carolina
$17.9M +$1.66M +15,131 +10%
Truist Financial
142
Truist Financial
North Carolina
$17.7M -$127K -1,159 -0.7%
FA
143
FC Advisory
Pennsylvania
$17.5M -$351K -3,206 -2%
BTNA
144
Bremer Trust National Association
Minnesota
$17.3M +$715K +6,524 +4%
CA
145
Cambridge Associates
Massachusetts
$17.2M +$1.61M +14,721 +10%
VAM
146
Visionary Asset Management
Texas
$16.9M -$880K -8,026 -5%
SF
147
Synovus Financial
Georgia
$16.9M -$1.67M -15,215 -9%
IFA
148
Interactive Financial Advisors
Illinois
$16.8M +$308K +2,809 +2%
RhumbLine Advisers
149
RhumbLine Advisers
Massachusetts
$16.3M +$967K +8,825 +6%
AWA
150
ARS Wealth Advisors
Florida
$16M -$152K -1,390 -0.9%
4 5
6
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