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iShares Core US Aggregate Bond ETF
AGG

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 %
EK
376
Evensky & Katz
Florida
$2.1M +$52.2K +483 +3%
TCM
377
Telos Capital Management
California
$2.05M +$31.8K +294 +2%
RIG
378
RiverFront Investment Group
Virginia
$2.05M +$2.05M +18,922 New
HMC
379
Higher Moment Capital
Massachusetts
$2.01M -$34.5M -319,079 -94%
AP
380
Advisors Preferred
Maryland
$1.98M +$625K +5,781 +46%
MGIA
381
Moneta Group Investment Advisors
Missouri
$1.98M +$597K +5,525 +43%
BCM
382
Brookstone Capital Management
Illinois
$1.97M -$622K -5,761 -24%
AII
383
AGF Investments Inc
Ontario, Canada
$1.97M -$67.9K -629 -3%
LFG
384
LifePlan Financial Group
Ohio
$1.95M -$1.27M -11,784 -39%
SWA
385
SFMG Wealth Advisors
Texas
$1.94M -$7.78K -72 -0.4%
CDIA
386
Capital Directions Investment Advisors
Georgia
$1.91M +$117K +1,080 +7%
CIM
387
Cetera Investment Management
California
$1.9M -$388K -3,595 -17%
TNBTD
388
Trustmark National Bank Trust Department
Mississippi
$1.86M -$2.15M -19,860 -54%
Luther King Capital Management (LKCM)
389
Luther King Capital Management (LKCM)
Texas
$1.85M +$100K +928 +6%
KL
390
KWMG LLC
Kansas
$1.85M +$90.8K +840 +5%
IIC
391
Integrated Investment Consultants
Michigan
$1.83M – – –
CLOS
392
Compagnie Lombard Odier SCmA
Switzerland
$1.8M -$515K -4,775 -22%
GC
393
Garde Capital
Washington
$1.8M -$318K -2,940 -15%
Northern Trust
394
Northern Trust
Illinois
$1.78M +$75K +69,377 +4%
Kayne Anderson Rudnick Investment Management
395
Kayne Anderson Rudnick Investment Management
California
$1.78M +$785K +7,267 +79%
WSFS
396
Wilmington Savings Fund Society
Delaware
$1.76M +$98.2K +909 +6%
KFC
397
Klingenstein Fields & Co
New York
$1.76M -$27K -250 -2%
PAM
398
Peak Asset Management
Colorado
$1.75M +$140K +1,295 +9%
State Street
399
State Street
Massachusetts
$1.72M +$372K +3,445 +28%
T
400
Thomaspartners
Massachusetts
$1.7M +$21.8K +202 +1%
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