AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

744 hedge funds and large institutions have $32.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 333 increasing their positions, 273 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.55%
Holding in Top 10
166
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.49%
% of All Funds
4.14%
New
62
Increased
333
Reduced
273
Closed
58
Calls
$2.27M
Puts
$1.89M
Net Calls
+$378K
Net Calls Change
-$1.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.58B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$502M
3
Wells Fargo
Wells Fargo
California
+$426M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$404M
2
MGB
Mass General Brigham
Massachusetts
-$175M
3
Barclays
Barclays
United Kingdom
-$107M
4
SCM
SCS Capital Management
Massachusetts
-$95.8M
5
AIP
Ameritas Investment Partners
Nebraska
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
226
Squarepoint
New York
$8.31M +$8.31M +76,619 New
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$8.31M +$391K +3,603 +5%
HCM
228
Horan Capital Management
Maryland
$8.31M +$3.73M +34,383 +81%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.3M +$404K +3,727 +5%
UBS AM
230
UBS AM
Illinois
$8.14M -$2.52M -13,565 Closed
CJA
231
C-J Advisory
California
$8.13M +$243K +2,239 +3%
GC
232
Guggenheim Capital
Illinois
$8.07M – – –
SFP
233
Shepherd Financial Partners
Massachusetts
$8.05M +$1.26M +11,608 +19%
WP
234
WealthSource Partners
California
$8.01M -$2.62M -24,189 -25%
GP
235
Girard Partners
Pennsylvania
$7.98M +$1.44M +13,229 +22%
ZCA
236
Zeke Capital Advisors
Pennsylvania
$7.92M +$523K +4,817 +7%
WIM
237
Westside Investment Management
California
$7.69M -$11.2M -103,382 -59%
FFS
238
Founders Financial Securities
Maryland
$7.57M +$383K +3,533 +5%
TFF
239
The Family Firm
Maryland
$7.57M -$617K -5,686 -8%
AWMS
240
Advocacy Wealth Management Services
Georgia
$7.56M -$47.6M -438,536 -86%
EGA
241
E&G Advisors
Texas
$7.48M -$203K -1,867 -3%
WI
242
WrapManager Inc
California
$7.45M +$449K +4,137 +6%
CCM
243
Canal Capital Management
Virginia
$7.4M +$430K +3,967 +6%
M&T Bank
244
M&T Bank
New York
$7.37M -$296K -2,731 -4%
EWA
245
EP Wealth Advisors
California
$7.32M -$45.9M -422,762 -86%
CCG
246
Cypress Capital Group
Florida
$7.24M -$3.69M -34,025 -34%
NA
247
Nottingham Advisors
New York
$7.22M -$6.73M -62,007 -48%
MAM
248
Meeder Asset Management
Ohio
$7.14M -$9.99M -92,089 -58%
AF
249
Arrow Financial
New York
$7.05M -$1.36M -12,573 -16%
GLA
250
Great Lakes Advisors
Illinois
$6.95M +$1.62M +14,965 +31%
8 9
10
11 12