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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 %
CFG
376
Citizens Financial Group
Rhode Island
$2.06M -$118K -1,089 -5%
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$2.03M +$2.03M +18,732 New
Northern Trust
378
Northern Trust
Illinois
$2.03M +$235K +216,718 +13%
FT
379
Fiduciary Trust
Massachusetts
$2.01M -$674K -6,211 -25%
Luther King Capital Management (LKCM)
380
Luther King Capital Management (LKCM)
Texas
$2.01M +$147K +1,359 +8%
MGIA
381
Moneta Group Investment Advisors
Missouri
$1.99M – – –
JSA
382
Jacobson & Schmitt Advisors
Wisconsin
$1.95M +$1.47M +13,532 +305%
FHC
383
First Heartland Consultants
Missouri
$1.94M -$191K -1,757 -9%
SWA
384
SFMG Wealth Advisors
Texas
$1.92M -$31K -286 -2%
CDIA
385
Capital Directions Investment Advisors
Georgia
$1.92M – – –
KL
386
KWMG LLC
Kansas
$1.91M +$50.4K +464 +3%
TNBTD
387
Trustmark National Bank Trust Department
Mississippi
$1.9M +$31K +286 +2%
ACP
388
Aviance Capital Partners
Florida
$1.89M +$444K +4,091 +31%
IIC
389
Integrated Investment Consultants
Michigan
$1.88M +$50.2K +463 +3%
AII
390
AGF Investments Inc
Ontario, Canada
$1.86M -$120K -1,111 -6%
TC
391
Trust Company
Kansas
$1.84M +$720K +6,635 +64%
CANC
392
Culbertson A N & Co
Virginia
$1.81M +$359K +3,305 +25%
CCM
393
Coldstream Capital Management
Washington
$1.8M +$997K +9,194 +124%
KFC
394
Klingenstein Fields & Co
New York
$1.77M – – –
PAM
395
Peak Asset Management
Colorado
$1.76M +$2.82K +26 +0.2%
State Street
396
State Street
Massachusetts
$1.74M +$17.5K +161 +1%
AIP
397
Ameritas Investment Partners
Nebraska
$1.72M -$61.9M -570,811 -97%
TCM
398
Traynor Capital Management
Pennsylvania
$1.71M +$32.1K +295 +2%
HS
399
Horan Securities
United States
$1.69M +$5.24K +48 +0.3%
T
400
Thomaspartners
Massachusetts
$1.67M -$35.1K -324 -2%
14 15
16
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