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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 %
PFS
176
Prospera Financial Services
Texas
$13.3M +$86.1K +786 +0.7%
DCM
177
DeGreen Capital Management
Arizona
$13.1M +$6.67M +60,905 +105%
CWM
178
Calamos Wealth Management
Illinois
$13M -$37K -338 -0.3%
BOH
179
Bank of Hawaii
Hawaii
$13M – – –
WT
180
Washington Trust
Rhode Island
$13M -$4.02M -36,703 -24%
HCA
181
Heck Capital Advisors
Wisconsin
$12.8M +$1.18M +10,744 +10%
LMGAM
182
Liberty Mutual Group Asset Management
Massachusetts
$12.6M -$19.7M -180,000 -61%
AA
183
Alesco Advisors
New York
$12.6M +$1.34M +12,263 +12%
BWA
184
BlueSky Wealth Advisors
North Carolina
$12.4M +$231K +2,110 +2%
AP
185
Appleton Partners
Massachusetts
$12.2M +$350K +3,197 +3%
SFPM
186
Sensible Financial Planning & Management
Massachusetts
$12.1M +$7.81M +71,244 +183%
PWAG
187
Polaris Wealth Advisory Group
California
$12M +$6.09M +55,564 +103%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$11.6M +$3.11M +28,383 +36%
RCP
189
Rothschild Capital Partners
New York
$11.5M +$3.23M +29,447 +39%
HFA
190
High Falls Advisors
New York
$11.4M +$357K +3,260 +3%
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4M -$665K -6,064 -6%
CL
192
CPWM LLC
Washington
$11.4M -$30.5K -278 -0.3%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$11.4M +$1.3M +11,825 +13%
AIM
194
Acropolis Investment Management
Missouri
$11.3M -$230K -2,099 -2%
WIC
195
Whitegate Investment Counselors
New Hampshire
$11.3M +$133K +1,212 +1%
AWMG
196
Alliance Wealth Management Group
New Jersey
$11.2M +$5.48M +50,031 +95%
CWM
197
Confluence Wealth Management
Oregon
$11.2M -$594K -5,418 -5%
SPIA
198
Steward Partners Investment Advisory
New York
$11.1M -$265K -2,419 -2%
WB
199
Webster Bank
Connecticut
$11.1M +$828K +7,557 +8%
FWP
200
FAS Wealth Partners
Kansas
$11.1M -$955K -8,711 -8%
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