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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 %
HTC
476
Haverford Trust Company
Pennsylvania
$927K +$37.8K +350 +4%
JWS
477
Juncture Wealth Strategies
Arizona
$920K +$336K +3,110 +58%
NCM
478
New Capital Management
Texas
$919K +$919K +8,509 New
IG
479
ING Group
Netherlands
$899K -$94.9M -880,000 -99%
HSA
480
HBK Sorce Advisory
Pennsylvania
$899K -$21.1K -195 -2%
DAS
481
Dynamic Advisor Solutions
Arizona
$887K -$114K -1,059 -11%
EFS
482
Essex Financial Services
Connecticut
$886K -$970K -8,977 -52%
NDSI
483
Newman Dignan & Sheerar Inc
Rhode Island
$886K -$50.8K -470 -5%
EDRH
484
Edmond de Rothschild Holding
Switzerland
$870K -$2.94M -27,170 -77%
CM
485
Cornerstone Management
Georgia
$863K +$121K +1,117 +16%
WS
486
Wedbush Securities
California
$861K -$88.6K -820 -9%
F
487
Filament
Washington
$858K -$149K -1,377 -15%
CSM
488
CAMG Solamere Management
North Carolina
$858K +$858K +7,925 New
CWM
489
Cranbrook Wealth Management
Michigan
$840K -$26.6K -246 -3%
BWAM
490
Boyd Watterson Asset Management
Ohio
$835K +$202K +1,867 +32%
BOTW
491
Bank of the West
California
$828K -$97K -897 -10%
SSWM
492
Sheets Smith Wealth Management
North Carolina
$823K +$11.5K +106 +1%
SCA
493
Snowden Capital Advisors
New York
$818K +$220K +2,034 +37%
CCM
494
Coldstream Capital Management
Washington
$804K -$1.9M -17,549 -70%
HCA
495
Harbour Capital Advisors
Virginia
$797K – – –
STMM
496
South Texas Money Management
Texas
$789K -$144K -1,332 -15%
TF
497
Tompkins Financial
New York
$779K +$184K +1,704 +31%
SMC
498
Smith, Moore & Co
Missouri
$772K -$2.81K -26 -0.4%
EAMA
499
EFG Asset Management (Americas)
Florida
$770K – – –
KWMG
500
King Wealth Management Group
Florida
$770K +$34.8K +322 +5%
18 19
20
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