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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
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 Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$16.5M +$2.68M +24,515 +19%
IFA
152
Interactive Financial Advisors
Illinois
$16.5M +$272K +2,482 +2%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$16.2M -$1.95M -17,802 -11%
AI
154
Atria Investments
North Carolina
$16.2M +$1.95M +17,790 +14%
AWA
155
ARS Wealth Advisors
Florida
$16.1M +$1.26M +11,487 +8%
FAT
156
First American Trust
California
$16.1M +$1.89M +17,254 +13%
WFWM
157
Wechter Feldman Wealth Management
New Jersey
$16M +$510K +4,657 +3%
CA
158
Cambridge Associates
Massachusetts
$15.6M +$4.28M +39,106 +38%
HNB
159
Huntington National Bank
Ohio
$15.5M -$16.7M -15,370 Closed
PFM
160
Peak Financial Management
Massachusetts
$15.4M +$436K +3,985 +3%
RhumbLine Advisers
161
RhumbLine Advisers
Massachusetts
$15.3M -$10.7M -97,516 -41%
SPC
162
Sigma Planning Corp
Michigan
$15.2M -$84.2K -769 -0.6%
CCT
163
Capital City Trust
Florida
$15.2M -$319K -2,912 -2%
TCM
164
Towercrest Capital Management
Pennsylvania
$15M +$772K +7,047 +5%
NA
165
NewEdge Advisors
Louisiana
$15M +$56.1K +515 +0.4%
EA
166
Edge Advisors
Georgia
$14.9M +$219K +2,000 +1%
DC
167
Deere & Company
Illinois
$14.7M – – –
AAP
168
Arax Advisory Partners
Colorado
$14.7M -$22.8M -209,770 -61%
PWPCM
169
Perella Weinberg Partners Capital Management
New York
$14.5M +$4.59M +41,935 +46%
HFS
170
HL Financial Services
Kentucky
$13.8M +$2.77M +25,266 +25%
SBWM
171
Sunflower Bank Wealth Management
Arizona
$13.3M -$914K -8,345 -6%
FCIM
172
Fairview Capital Investment Management
California
$13.2M +$1.23M +11,225 +10%
PFS
173
Prospera Financial Services
Texas
$13.1M +$1.59M +14,550 +14%
NAM
174
North American Management
Massachusetts
$13M +$181K +1,653 +1%
CWM
175
Calamos Wealth Management
Illinois
$13M -$2.21M -20,157 -14%
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