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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 %
NL
351
NWAM LLC
Washington
$2.76M +$316K +2,909 +13%
FC
352
Financial Consulate
Maryland
$2.74M -$149K -1,376 -5%
FNBOO
353
First National Bank of Omaha
Nebraska
$2.73M +$239K +2,207 +10%
OC
354
Oarsman Capital
Wisconsin
$2.7M +$1.17M +10,757 +76%
TI
355
Truepoint Inc
Ohio
$2.69M +$32K +295 +1%
CMP
356
Courage Miller Partners
Virginia
$2.65M +$2.5K +23 +0.1%
LNC
357
Lincoln National Corp
Pennsylvania
$2.64M +$60.1K +554 +2%
GBT
358
Grove Bank & Trust
Florida
$2.62M -$101K -933 -4%
SCA
359
STALEY CAPITAL ADVISERS
Pennsylvania
$2.6M – – –
MBTD
360
Mechanics Bank - Trust Department
California
$2.6M -$54.8K -505 -2%
OAM
361
Oppenheimer Asset Management
New York
$2.58M +$2.58M +23,772 New
AIA
362
Affinity Investment Advisors
California
$2.53M – – –
HMC
363
Higher Moment Capital
Massachusetts
$2.5M +$474K +4,374 +23%
NEIRG
364
New England Investment & Retirement Group
Massachusetts
$2.49M +$125K +1,154 +5%
GW
365
GW & Wade
Massachusetts
$2.34M +$211K +1,943 +10%
FFBTD
366
First Financial Bank - Trust Division
Ohio
$2.29M -$197K -1,814 -8%
HH
367
Hilltop Holdings
Texas
$2.23M -$2.21M -20,347 -50%
LPL Financial
368
LPL Financial
California
$2.23M -$730K -6,719 -25%
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$2.18M +$366K +3,375 +20%
SCA
370
Snowden Capital Advisors
New York
$2.17M +$1.35M +12,477 +165%
TCM
371
Telos Capital Management
California
$2.15M +$99.3K +915 +5%
DCM
372
Dimension Capital Management
Florida
$2.14M +$2.14M +19,736 New
EK
373
Evensky & Katz
Florida
$2.14M +$28.9K +267 +1%
WCG
374
Wall Capital Group
Arizona
$2.13M +$2.13M +19,628 New
SCP
375
Syntal Capital Partners
Texas
$2.11M -$288K -2,651 -12%
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