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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$570M
2
BlackRock
2
BlackRock
New York
$4.09B
3
TC
3
Toews Corporation
New Jersey
$36.3M
4
MGB
4
Mass General Brigham
Massachusetts
$71.7M
5
Bank of America
5
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
151
Edge Advisors
Georgia
$15.9M +$987K +9,010 +7%
BCI
152
Brinker Capital Investments
Pennsylvania
$15.7M -$978K -8,921 -6%
HFS
153
HL Financial Services
Kentucky
$15.3M +$1.47M +13,430 +11%
SPC
154
Sigma Planning Corp
Michigan
$15.3M +$83.1K +758 +0.5%
WFWM
155
Wechter Feldman Wealth Management
New Jersey
$15.3M -$683K -6,234 -4%
NA
156
NewEdge Advisors
Louisiana
$15.2M +$126K +1,147 +0.8%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$15.2M -$1.07M -9,769 -7%
CCT
158
Capital City Trust
Florida
$15.2M – – –
TCM
159
Towercrest Capital Management
Pennsylvania
$15.1M +$69.7K +636 +0.5%
FNBT
160
FineMark National Bank & Trust
Florida
$15.1M +$15.1M +137,702 New
PFM
161
Peak Financial Management
Massachusetts
$14.8M -$540K -4,928 -4%
DC
162
Deere & Company
Illinois
$14.7M – – –
FFA
163
Fragasso Financial Advisors
Pennsylvania
$14.6M -$18.9M -172,432 -56%
FI
164
FormulaFolio Investments
Michigan
$14.5M -$2.05M -18,676 -12%
HNB
165
Huntington National Bank
Ohio
$14.3M -$15.5M – –
LFAS
166
Level Four Advisory Services
Texas
$14.1M +$5.8M +52,930 +70%
VFA
167
Voya Financial Advisors
Connecticut
$13.9M +$1.39M +12,664 +11%
CIR
168
Clear Investment Research
Georgia
$13.9M -$4.22M -38,533 -23%
SBWM
169
Sunflower Bank Wealth Management
Arizona
$13.8M +$497K +4,533 +4%
BC
170
Bartlett & Co
Ohio
$13.7M +$7.94M +72,499 +137%
HI
171
Horizon Investments
North Carolina
$13.7M +$1.91M +17,556 +16%
SFA
172
Stewardship Financial Advisors
Georgia
$13.5M +$664K +6,055 +5%
FCIM
173
Fairview Capital Investment Management
California
$13.5M +$266K +2,426 +2%
NAM
174
North American Management
Massachusetts
$13.5M +$402K +3,666 +3%
GLA
175
Good Life Advisors
Pennsylvania
$13.3M +$1.71M +15,669 +15%
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