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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 %
LF
401
Lee Financial
Texas
$1.69M +$1.69M +15,664 New
HS
402
Horan Securities
United States
$1.67M +$48.5K +448 +3%
TCM
403
Traynor Capital Management
Pennsylvania
$1.67M -$226K -2,089 -12%
WA
404
WFG Advisors
Texas
$1.64M +$707K +6,540 +75%
FCAG
405
First Capital Advisors Group
New Jersey
$1.63M +$1.63M +15,033 New
Calamos Advisors
406
Calamos Advisors
Illinois
$1.62M +$1.62M +15,000 New
CIA
407
Capital Investment Advisors
Georgia
$1.61M -$10.7K -99 -0.7%
FWM
408
Frontier Wealth Management
Missouri
$1.6M +$1.31M +12,079 +441%
MCM
409
Maryland Capital Management
Maryland
$1.58M +$31.6K +292 +2%
CFN
410
Cordasco Financial Network
Florida
$1.58M +$866K +8,017 +121%
CAL
411
Capital Advisors Ltd
Ohio
$1.58M +$1.52M +14,041 +2,446%
BWP
412
BSW Wealth Partners
Colorado
$1.57M +$1.52M +14,022 +2,933%
CIM
413
Cambria Investment Management
California
$1.54M – – –
AWM
414
Altavista Wealth Management
North Carolina
$1.53M -$153K -1,414 -9%
OC
415
Oarsman Capital
Wisconsin
$1.53M -$435K -4,025 -22%
PP
416
Palladium Partners
Virginia
$1.51M +$83.7K +775 +6%
NEPWA
417
New England Private Wealth Advisors
Massachusetts
$1.49M -$216 -2 -0%
BAM
418
Brave Asset Management
New Jersey
$1.48M -$784K -7,260 -35%
BPB
419
Badgley, Phelps & Bell
Washington
$1.48M +$64.3K +595 +5%
NWM
420
Northwest Wealth Management
Iowa
$1.45M +$1.45M +13,428 New
CANC
421
Culbertson A N & Co
Virginia
$1.44M +$108K +995 +8%
ACP
422
Aviance Capital Partners
Florida
$1.44M -$1.34M -12,428 -48%
KSA
423
Ken Stern & Associates
California
$1.41M +$1.41M +13,009 New
RPG
424
Risk Paradigm Group
Texas
$1.41M -$50.1K -464 -3%
SAC
425
Smith Affiliated Capital
New York
$1.41M -$1.69M – –
15 16
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