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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 %
BOH
176
Bank of Hawaii
Hawaii
$13M +$302K +2,760 +2%
MAM
177
Meeder Asset Management
Ohio
$13M +$5.76M +52,570 +80%
SFA
178
Stewardship Financial Advisors
Georgia
$12.9M +$589K +5,376 +5%
MCM
179
Makena Capital Management
California
$12.7M -$840K -7,667 -6%
VFA
180
Voya Financial Advisors
Connecticut
$12.5M +$703K +6,412 +6%
AIM
181
Astor Investment Management
Illinois
$12.5M -$7.47M -68,257 -37%
BWA
182
BlueSky Wealth Advisors
North Carolina
$12.1M +$79.7K +728 +0.7%
FWP
183
FAS Wealth Partners
Kansas
$12M -$1.39M -12,671 -10%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12M -$1.4M -12,779 -10%
AP
185
Appleton Partners
Massachusetts
$11.8M +$688K +6,280 +6%
HI
186
Horizon Investments
North Carolina
$11.7M +$470K +4,313 +4%
CWM
187
Confluence Wealth Management
Oregon
$11.7M -$134K -1,223 -1%
HCA
188
Heck Capital Advisors
Wisconsin
$11.6M +$274K +2,501 +2%
AIM
189
Acropolis Investment Management
Missouri
$11.5M -$557K -5,088 -5%
GLA
190
Good Life Advisors
Pennsylvania
$11.5M +$1.25M +11,461 +12%
CL
191
CPWM LLC
Washington
$11.4M -$250K -2,282 -2%
SPIA
192
Steward Partners Investment Advisory
New York
$11.4M +$6.66M +60,839 +141%
AA
193
Alesco Advisors
New York
$11.2M +$2.3M +20,989 +26%
WIC
194
Whitegate Investment Counselors
New Hampshire
$11.1M +$494K +4,510 +5%
PA
195
Parkside Advisors
California
$11.1M +$44.2K +404 +0.4%
HFA
196
High Falls Advisors
New York
$11M +$9.87M +90,104 +853%
RBC
197
Ronald Blue & Co
Georgia
$11M +$177K +1,619 +2%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$11M +$599K +5,471 +6%
ACP
199
Aveo Capital Partners
Colorado
$11M +$21.5K +196 +0.2%
GFPC
200
Global Financial Private Capital
Florida
$10.6M -$5.92M -54,048 -36%
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