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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 %
TF
501
Tompkins Financial
New York
$782K – – –
ST
502
Smithfield Trust
Pennsylvania
$779K +$760K +7,001 +4,024%
FIM
503
Freedom Investment Management
Connecticut
$767K +$16.2K +149 +2%
DAM
504
Delta Asset Management
Tennessee
$737K -$1.08K -10 -0.1%
FWIA
505
Fort Washington Investment Advisors
Ohio
$736K -$742K -6,866 Closed
LWA
506
Lenox Wealth Advisors
New York
$734K -$6.83K -63 -0.9%
CG
507
Colony Group
Massachusetts
$734K -$3.58K -33 -0.5%
FC
508
Forte Capital
New York
$730K +$140K +1,291 +24%
First Trust Advisors
509
First Trust Advisors
Illinois
$714K +$115K +1,061 +19%
GIP
510
Greatmark Investment Partners
Georgia
$708K -$59.6K -550 -8%
DC
511
Davenport & Co
Virginia
$698K -$62.1K -575 -8%
FAM
512
Foothills Asset Management
Arizona
$697K – – –
HTC
513
Haverford Trust Company
Pennsylvania
$682K -$248K -2,290 -27%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$673K +$673K +6,204 New
CGL
515
Clarius Group LLC
Washington
$655K +$288K +2,655 +79%
WF
516
Welch & Forbes
Massachusetts
$654K -$10.9K -100 -2%
PG
517
Patten Group
Tennessee
$653K +$97.4K +898 +18%
AWA
518
Artemis Wealth Advisors
New York
$651K +$651K +6,000 New
IT
519
Independence Trust
Tennessee
$637K – – –
WS
520
Wedbush Securities
California
$630K -$235K -2,164 -27%
GS
521
Girard Securities
California
$615K +$1.85K +17 +0.3%
AIA
522
Avalon Investment & Advisory
Texas
$614K – – –
PV
523
Private Vista
Illinois
$607K +$436 +4 +0.1%
RTS
524
Round Table Services
New Jersey
$603K +$73.7K +680 +14%
OCG
525
Opus Capital Group
Ohio
$601K +$19.6K +181 +3%
19 20
21
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