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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 %
BAM
426
Brave Asset Management
New Jersey
$1.39M -$97.7K -900 -7%
ALIONA
427
Allianz Life Insurance of North America
Minnesota
$1.38M +$94.1K +887 +7%
CIM
428
Cambria Investment Management
California
$1.38M -$166K -1,531 -11%
BJL
429
Brighton Jones LLC
Washington
$1.38M +$949K +8,750 +219%
WCM
430
Wealthcare Capital Management
Virginia
$1.37M +$67.6K +623 +5%
GAG
431
GM Advisory Group
New York
$1.36M -$7.64M -70,450 -85%
PA
432
Pinnacle Associates
New York
$1.36M +$108 +1 +0%
NFP
433
Narus Financial Partners
Utah
$1.3M +$85.5K +788 +7%
FHA
434
Flagship Harbor Advisors
Massachusetts
$1.29M -$3.92K -36 -0.3%
AWA
435
Arete Wealth Advisors
Illinois
$1.27M -$950K -8,759 -43%
SGCA
436
Steel Grove Capital Advisors
Tennessee
$1.27M +$15K +138 +1%
AA
437
Advisory Alpha
Michigan
$1.26M +$220K +2,024 +21%
HS
438
Huntington Steele
Pennsylvania
$1.26M +$5.32K +49 +0.4%
JWS
439
Juncture Wealth Strategies
Arizona
$1.25M +$326K +3,004 +35%
CWM
440
Cornerstone Wealth Management
Missouri
$1.23M +$88K +813 +8%
CIBC World Market
441
CIBC World Market
Ontario, Canada
$1.2M +$670K +6,178 +127%
BL
442
Balentine LLC
Georgia
$1.2M +$634K +5,841 +112%
JGUA
443
John G. Ullman & Associates
New York
$1.19M +$141K +1,304 +14%
AT
444
Arden Trust
Delaware
$1.18M – – –
TIM
445
Total Investment Management
Arizona
$1.18M +$20.7K +191 +2%
EWM
446
Empirical Wealth Management
Washington
$1.17M -$113K -1,041 -9%
SFPM
447
Sensible Financial Planning & Management
Massachusetts
$1.16M +$213K +1,966 +22%
CCM
448
Colorado Capital Management
Colorado
$1.16M -$108K -992 -8%
KWM
449
Kingsview Wealth Management
Oregon
$1.16M +$1.16M +10,674 New
PA
450
Parallel Advisors
California
$1.15M +$9.03K +83 +0.8%
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