AGG icon

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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$10.6M -$696K -6,357 -6%
AMG
202
Asset Management Group
Connecticut
$10.5M -$158K -1,441 -1%
CB
203
Commerce Bank
Missouri
$10.4M -$511K -4,670 -5%
WB
204
Webster Bank
Connecticut
$10.3M -$1.18M -10,780 -10%
CAM
205
Caprin Asset Management
Virginia
$10.3M +$212K +1,939 +2%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$10.1M +$83.8K +765 +0.8%
SIM
207
SSI Investment Management
California
$10.1M +$635K +5,795 +7%
HCM
208
Horan Capital Management
Maryland
$9.93M +$1.54M +14,088 +18%
FTS
209
Fifth Third Securities
Ohio
$9.85M +$1.13M +10,290 +13%
WIP
210
Wellesley Investment Partners
Massachusetts
$9.83M +$371K +3,385 +4%
CAN
211
Cetera Advisor Networks
California
$9.83M -$91K -831 -0.9%
Capstone Investment Advisors
212
Capstone Investment Advisors
New York
$9.81M -$3.86M -35,238 -28%
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.66M +$1.28M +11,644 +15%
RFS
214
Rockefeller Financial Services
New York
$9.62M -$2.03M -18,565 -17%
ANB
215
Amarillo National Bank
Texas
$9.6M -$1.5M -13,686 -14%
SFP
216
Shepherd Financial Partners
Massachusetts
$9.56M +$1.49M +13,695 +18%
GP
217
Girard Partners
Pennsylvania
$9.46M +$1.4M +12,824 +17%
VAM
218
Verity Asset Management
North Carolina
$9.35M +$9.35M +85,356 New
QFA
219
Quattro Financial Advisors
Texas
$9.13M +$403K +3,722 +5%
WP
220
WealthSource Partners
California
$9.08M +$993K +9,066 +12%
WA
221
Wilshire Advisors
California
$8.94M -$4.53M -41,378 -34%
TCM
222
Twin Capital Management
Pennsylvania
$8.9M -$140K -1,280 -2%
MCM
223
MV Capital Management
Maryland
$8.76M +$54.5K +498 +0.6%
WIM
224
Westside Investment Management
California
$8.75M +$1.04M +9,581 +14%
ZCA
225
Zeke Capital Advisors
Pennsylvania
$8.68M +$685K +6,255 +9%
7 8
9
10 11