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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 %
HFA
451
High Falls Advisors
New York
$1.15M +$511K +4,713 +80%
HW
452
Hedeker Wealth
Illinois
$1.14M +$415K +3,827 +57%
CFN
453
Cordasco Financial Network
Florida
$1.13M -$461K -4,248 -29%
AA
454
Ancora Advisors
Ohio
$1.12M -$20.4K -188 -2%
WTC
455
WhitTier Trust Company
Nevada
$1.11M -$46.1K -425 -4%
BRWA
456
B. Riley Wealth Advisors
Florida
$1.11M +$62.7K +578 +6%
SAS
457
Sage Advisory Services
Texas
$1.11M +$1.11M +10,202 New
ATC
458
Adirondack Trust Company
New York
$1.09M – – –
1832 Asset Management
459
1832 Asset Management
Ontario, Canada
$1.09M -$1.09M -10,000 -50%
BOTW
460
Bank of the West
California
$1.09M +$256K +2,362 +31%
RCA
461
Rowland Carmichael Advisors
Arizona
$1.08M +$90.7K +836 +9%
JA
462
JOYN Advisors
Georgia
$1.07M -$91.8K -846 -8%
AIIMS
463
Analyst IMS Investment Management Services
Israel
$1.06M +$95K +876 +10%
MVIP
464
Mar Vista Investment Partners
California
$1.06M – – –
MHS
465
M Holdings Securities
Oregon
$1.04M -$38.2K -352 -4%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$1.03M +$207K +1,910 +25%
KWMG
467
King Wealth Management Group
Florida
$1.01M +$236K +2,173 +30%
LFG
468
LifePlan Financial Group
Ohio
$1.01M -$955K -8,804 -49%
EAMA
469
EFG Asset Management (Americas)
Florida
$993K +$219K +2,020 +28%
PO
470
Private Ocean
California
$987K -$73.2K -675 -7%
SHWM
471
Smith & Howard Wealth Management
Georgia
$976K -$19K -175 -2%
OBWP
472
O'Brien Wealth Partners
Massachusetts
$974K – – –
HW
473
Hancock Whitney
Mississippi
$963K -$180K -1,664 -16%
BHBT
474
Burke & Herbert Bank & Trust
Virginia
$960K -$120K -1,109 -11%
BFC
475
Blue Fin Capital
Rhode Island
$955K +$269K +2,475 +39%
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