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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 %
BC
476
Brinker Capital
Pennsylvania
$946K +$189K +1,746 +25%
CA
477
Cambridge Advisors
Nebraska
$942K – – –
EWM
478
Evercore Wealth Management
New York
$940K -$65K -599 -6%
SCM
479
Shelton Capital Management
Colorado
$939K +$4.56K +42 +0.5%
SFM
480
Signature Financial Management
Virginia
$938K -$109K -1,010 -10%
B
481
Bridgeworth
Alabama
$931K -$23.1K -212 -2%
TNB
482
Thomasville National Bank
Georgia
$921K +$921K +8,488 New
IG
483
ING Group
Netherlands
$904K – – –
SMDAM
484
Sumitomo Mitsui DS Asset Management
Japan
$882K +$201K +1,852 +29%
DAS
485
Dynamic Advisor Solutions
Arizona
$880K -$11K -101 -1%
F
486
Filament
Washington
$861K – – –
CSM
487
CAMG Solamere Management
North Carolina
$860K – – –
CWM
488
Cranbrook Wealth Management
Michigan
$859K +$15.2K +140 +2%
NCM
489
New Capital Management
Texas
$840K -$83K -765 -9%
PB
490
Pinnacle Bancorp
Nebraska
$831K +$831K +7,658 New
SMC
491
Smith, Moore & Co
Missouri
$829K +$54.2K +500 +7%
ASN
492
Advisory Services Network
Georgia
$828K +$828K +7,630 New
WPC
493
White Pine Capital
Minnesota
$819K +$819K +7,545 New
ACI
494
Alpha Cubed Investments
California
$817K +$289K +2,667 +55%
HCA
495
Harbour Capital Advisors
Virginia
$800K – – –
BMCM
496
Bryn Mawr Capital Management
Pennsylvania
$799K -$2.74M -25,251 -77%
CM
497
Cornerstone Management
Georgia
$799K -$67.6K -623 -8%
EDRH
498
Edmond de Rothschild Holding
Switzerland
$797K -$75.9K -700 -9%
GRP
499
Global Retirement Partners
California
$793K -$222K -2,047 -22%
FWM
500
Frontier Wealth Management
Missouri
$790K -$817K -7,535 -51%
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