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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 %
TIA
301
Tiemann Investment Advisors
California
$4.12M +$90.9K +838 +2%
WCM
302
Windsor Capital Management
Arizona
$4.12M +$114K +1,051 +3%
HCM
303
Hollencrest Capital Management
California
$4.11M +$253K +2,329 +7%
PFA
304
Pure Financial Advisors
California
$4.05M +$135K +1,244 +3%
DWM
305
Darwin Wealth Management
Florida
$4.03M +$651K +6,000 +19%
FPA
306
Fieldpoint Private Advisors
New York
$4M +$4M +36,864 New
SSWM
307
Smith Salley Wealth Management
North Carolina
$3.98M -$225K -2,077 -5%
PCMK
308
Paragon Capital Management (Kansas)
Kansas
$3.91M +$3.52M +32,437 +911%
SWM
309
SVA Wealth Management
Wisconsin
$3.89M +$76.9K +709 +2%
CFB
310
Cullen/Frost Bankers
Texas
$3.86M -$129K -1,189 -3%
TSW
311
Thompson Siegel & Walmsley
Virginia
$3.82M +$453K +4,172 +13%
HWP
312
Hefty Wealth Partners
Indiana
$3.8M +$181K +1,665 +5%
CGI
313
Cougar Global Investments
Ontario, Canada
$3.77M -$12.9M -119,262 -77%
PCA
314
Peddock Capital Advisors
Massachusetts
$3.73M +$1.51M +13,905 +68%
SP
315
Sarasin & Partners
United Kingdom
$3.69M -$536K -4,939 -13%
FFEC
316
First Financial Equity Corporation
Arizona
$3.68M +$3.68M +33,828 New
TFA
317
Transamerica Financial Advisors
Florida
$3.62M -$923K -8,505 -20%
IFS
318
Ifrah Financial Services
Arkansas
$3.58M +$18.3K +169 +0.5%
PWM
319
Perigon Wealth Management
California
$3.58M +$7.7K +71 +0.2%
FMWA
320
Forvis Mazars Wealth Advisors
Missouri
$3.54M -$3.9M -35,971 -52%
UB
321
UMB Bank
Missouri
$3.52M -$226K -2,085 -6%
PP
322
PagnatoKarp Partners
Virginia
$3.47M -$1.77M -16,329 -34%
1SB
323
1ST Source Bank
Indiana
$3.44M +$88K +811 +3%
AP
324
AHL Partners
United Kingdom
$3.39M +$3.39M +31,287 New
BNP Paribas Financial Markets
325
BNP Paribas Financial Markets
France
$3.38M +$64K +590 +2%
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