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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
$2.14B
2
Wells Fargo
Wells Fargo
California
$2.32B
3
BIT
BlackRock Institutional Trust
California
$671M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.96B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$518M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$80M
2
MGB
Mass General Brigham
Massachusetts
$175M
3
Jane Street
Jane Street
New York
$1.34M
4
ACM
Aviance Capital Management
Florida
$18.5M
5
QI
QS Investors
New York
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
451
Hancock Whitney
Mississippi
$1.14M -$1.15M -10,631 -50%
PA
452
Parallel Advisors
California
$1.13M +$1.13M +10,477 New
TC
453
Trust Company
Kansas
$1.11M -$922K -8,528 -45%
ATC
454
Adirondack Trust Company
New York
$1.09M -$16.2K -150 -1%
BHBT
455
Burke & Herbert Bank & Trust
Virginia
$1.08M -$313K -2,896 -23%
MHS
456
M Holdings Securities
Oregon
$1.08M +$171K +1,582 +19%
PO
457
Private Ocean
California
$1.06M +$96K +889 +10%
MVIP
458
Mar Vista Investment Partners
California
$1.06M +$228K +2,114 +28%
AIA
459
Allegis Investment Advisors
Idaho
$1.05M +$564K +5,222 +115%
BRWA
460
B. Riley Wealth Advisors
Florida
$1.05M +$61.4K +567 +6%
PA
461
Paracle Advisors
Washington
$1.05M +$1.05M +9,687 New
SFM
462
Signature Financial Management
Virginia
$1.04M -$76.1K -706 -7%
JGUA
463
John G. Ullman & Associates
New York
$1.04M +$279K +2,585 +37%
AA
464
Advisory Alpha
Michigan
$1.04M -$92.7K -856 -8%
GRP
465
Global Retirement Partners
California
$1.01M +$1.01M +9,355 New
EWM
466
Evercore Wealth Management
New York
$1M +$564K +5,217 +129%
SHWM
467
Smith & Howard Wealth Management
Georgia
$991K +$991K +9,173 New
RCA
468
Rowland Carmichael Advisors
Arizona
$980K +$710K +6,572 +263%
OBWP
469
O'Brien Wealth Partners
Massachusetts
$970K +$970K +8,975 New
AIIMS
470
Analyst IMS Investment Management Services
Israel
$965K +$965K +8,931 New
B
471
Bridgeworth
Alabama
$954K +$954K +8,769 New
Loomis, Sayles & Company
472
Loomis, Sayles & Company
Massachusetts
$953K +$953K +8,820 New
SFPM
473
Sensible Financial Planning & Management
Massachusetts
$946K -$3.13K -29 -0.3%
CA
474
Cambridge Advisors
Nebraska
$939K – – –
SCM
475
Shelton Capital Management
Colorado
$931K +$20.9K +193 +2%
17 18
19
20 21