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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

748 hedge funds and large institutions have $30.5B invested in iShares Core US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 293 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+64
Holders Change %
+9.36%
% of All Funds
18.73%
Holding in Top 10
172
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.38%
% of All Funds
4.31%
New
126
Increased
293
Reduced
253
Closed
46
Calls
$2.57M
Puts
$497K
Net Calls
+$2.08M
Net Calls Change
+$18K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$477M
2
Wells Fargo
Wells Fargo
California
+$471M
3
BIT
BlackRock Institutional Trust
California
+$412M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$280M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$249M
2
MGB
Mass General Brigham
Massachusetts
-$229M
3
Jane Street
Jane Street
New York
-$224M
4
ACM
Aviance Capital Management
Florida
-$152M
5
QI
QS Investors
New York
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
251
Omnia Family Wealth
Florida
$6.53M +$6.53M +60,454 New
GP
252
Girard Partners
Pennsylvania
$6.52M +$1.96M +18,135 +43%
DT
253
Diversified Trust
Tennessee
$6.37M -$946K -8,757 -13%
DLHL
254
Donald L. Hagan LLC
Florida
$6.35M -$705K -6,524 -10%
SWM
255
SigFig Wealth Management
California
$6.21M +$6.21M +57,425 New
MWM
256
Mascoma Wealth Management
New Hampshire
$6.09M +$6.09M +56,379 New
WF
257
WealthTrust Fairport
Ohio
$6.09M +$219K +2,026 +4%
CAAS
258
Capital Asset Advisory Services
Michigan
$6.08M +$6.08M +56,295 New
ST
259
Sentinel Trust
Texas
$6.01M +$1.06M +9,799 +21%
FFA
260
First Foundation Advisors
California
$5.84M +$5.59M +51,709 +2,192%
FEG
261
Fund Evaluation Group
Ohio
$5.8M +$5.8M +53,692 New
SHIM
262
Stone House Investment Management
Pennsylvania
$5.71M +$5.71M +52,829 New
DPI
263
Diversified Portfolios Inc
Michigan
$5.7M -$280K -2,591 -5%
BAS
264
Brown Advisory Securities
Maryland
$5.56M +$1.38M +12,762 +33%
WCM
265
Wunderlich Capital Managemnt
Tennessee
$5.55M -$30.6K -283 -0.5%
AllianceBernstein
266
AllianceBernstein
Tennessee
$5.51M +$1.01M +9,343 +22%
LW
267
Linscomb Wealth
Texas
$5.49M +$5.49M +50,786 New
RWG
268
Regal Wealth Group
California
$5.48M +$265K +2,453 +5%
GWM
269
Geneos Wealth Management
Colorado
$5.42M +$190K +1,757 +4%
LWM
270
LBA Wealth Management
Florida
$5.33M +$882K +8,167 +20%
DCM
271
DeGreen Capital Management
Arizona
$5.3M +$5.3M +49,079 New
GLA
272
Great Lakes Advisors
Illinois
$5.3M +$495K +4,579 +10%
PP
273
PagnatoKarp Partners
Virginia
$5.22M +$5.22M +48,300 New
VC
274
Vicus Capital
Pennsylvania
$5.16M -$20.8M -192,581 -80%
CWM
275
Concert Wealth Management
California
$5.09M -$1.09M -10,082 -18%
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