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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 %
BMCM
326
Bryn Mawr Capital Management
Pennsylvania
$3.52M +$3.52M +32,613 New
HCM
327
Harvest Capital Management
New Hampshire
$3.45M -$1.79M -16,520 -34%
CTA
328
Chesley Taft & Associates
Illinois
$3.42M +$10.3K +95 +0.3%
PHS
329
Pekin Hardy Strauss
Illinois
$3.39M -$684K -6,325 -17%
DWM
330
Darwin Wealth Management
Florida
$3.36M -$275K -2,545 -8%
PAG
331
Private Advisory Group
Washington
$3.36M +$3.36M +31,118 New
TSW
332
Thompson Siegel & Walmsley
Virginia
$3.35M +$584K +5,405 +21%
1SB
333
1ST Source Bank
Indiana
$3.34M +$975K +9,025 +41%
BNP Paribas Financial Markets
334
BNP Paribas Financial Markets
France
$3.3M -$862K -7,975 -21%
PIA
335
Peachtree Investment Advisors
Georgia
$3.3M -$384K -3,553 -10%
TCB
336
Texas Capital Bancshares
Texas
$3.25M -$206K -1,902 -6%
LP
337
LGL Partners
Pennsylvania
$3.24M -$265K -2,449 -8%
PTC
338
Private Trust Company
Ohio
$3.04M -$165K -1,529 -5%
RIA
339
Regal Investment Advisors
Michigan
$3.04M +$1.18M +10,963 +64%
LGWM
340
Litman Gregory Wealth Management
California
$3.02M +$3.02M +27,931 New
OWM
341
Orgel Wealth Management
Wisconsin
$2.98M +$2.98M +27,527 New
LPL Financial
342
LPL Financial
California
$2.94M +$330K +3,053 +13%
BFM
343
Boston Financial Management
Massachusetts
$2.91M -$12.4K -115 -0.4%
FAN
344
Financial Advisors Network
California
$2.9M +$2.9M +26,860 New
CS
345
Comerica Securities
Michigan
$2.89M +$198K +1,829 +7%
FC
346
Financial Consulate
Maryland
$2.88M -$274K -2,534 -9%
MAM
347
Marquette Asset Management
Minnesota
$2.87M -$4.43K -41 -0.2%
AAM
348
Autus Asset Management
Arizona
$2.85M -$64K -592 -2%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$2.75M +$45.2K +418 +2%
GBT
350
Grove Bank & Trust
Florida
$2.71M +$119K +1,105 +5%
12 13
14
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