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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 %
FCAG
401
First Capital Advisors Group
New Jersey
$1.66M +$30.4K +280 +2%
PTC
402
Private Trust Company
Ohio
$1.65M -$1.4M -12,938 -46%
RA
403
RFG Advisory
Alabama
$1.64M -$7.31M -67,270 -82%
Bessemer Group
404
Bessemer Group
New Jersey
$1.59M -$5.05M -46,520 -76%
WSFS
405
Wilmington Savings Fund Society
Delaware
$1.58M -$191K -1,762 -11%
BCM
406
Brookstone Capital Management
Illinois
$1.58M -$404K -3,719 -20%
AWM
407
Altavista Wealth Management
North Carolina
$1.57M +$38K +350 +2%
ADL
408
Asset Dedication LLC
California
$1.57M +$181K +1,666 +13%
AWS
409
AJ Wealth Strategies
New York
$1.57M +$258K +2,377 +20%
Fisher Asset Management
410
Fisher Asset Management
Washington
$1.54M +$799K +7,367 +108%
NWM
411
Northwest Wealth Management
Iowa
$1.53M +$71.6K +660 +5%
BWP
412
BSW Wealth Partners
Colorado
$1.52M -$49.3K -454 -3%
PP
413
Palladium Partners
Virginia
$1.52M +$10.7K +99 +0.7%
BPB
414
Badgley, Phelps & Bell
Washington
$1.52M +$31.8K +293 +2%
MCM
415
Maryland Capital Management
Maryland
$1.52M -$75.2K -693 -5%
CIA
416
Capital Investment Advisors
Georgia
$1.51M -$102K -940 -6%
AIA
417
Allegis Investment Advisors
Idaho
$1.51M +$453K +4,177 +43%
NEPWA
418
New England Private Wealth Advisors
Massachusetts
$1.51M +$8.25K +76 +0.5%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$1.48M -$308K -2,839 -17%
APP
420
Avantax Planning Partners
Iowa
$1.44M +$294K +2,709 +26%
HB
421
Homrich & Berg
Georgia
$1.44M +$218K +2,012 +18%
SAC
422
Smith Affiliated Capital
New York
$1.41M -$1.41M – –
VanEck Associates
423
VanEck Associates
New York
$1.4M +$903K +8,322 +184%
ACM
424
AUA Capital Management
Pennsylvania
$1.39M +$1.08M +9,979 +350%
SIA
425
Starfire Investment Advisers
Michigan
$1.39M +$42.2K +387 +3%
15 16
17
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