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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 %
KT
526
Kanaly Trust
Texas
$635K – – –
HFA
527
High Falls Advisors
New York
$633K -$12.9M -119,678 -95%
CC
528
Cedar Capital
Illinois
$627K -$199K -1,841 -24%
GEA
529
Glen Eagle Advisors
New Jersey
$615K +$615K +5,691 New
AIA
530
Avalon Investment & Advisory
Texas
$611K +$611K +5,655 New
GS
531
Girard Securities
California
$610K +$346K +3,201 +131%
PV
532
Private Vista
Illinois
$605K +$45.7K +420 +8%
SAM
533
Shamrock Asset Management
Texas
$604K -$539K -4,983 -47%
First Trust Advisors
534
First Trust Advisors
Illinois
$596K +$14.9K +138 +3%
ZB
535
Zions Bancorporation
Utah
$591K – – –
FC
536
Forte Capital
New York
$587K -$25.8K -239 -4%
GA
537
Gateway Advisory
New Jersey
$587K +$587K +5,431 New
OC
538
Oakworth Capital
Alabama
$580K – – –
SDWMA
539
Schneider Downs Wealth Management Advisors
Pennsylvania
$580K +$172K +1,592 +42%
OCG
540
Opus Capital Group
Ohio
$579K +$79.3K +734 +16%
SFSG
541
Stearns Financial Services Group
North Carolina
$578K -$20.7K -192 -3%
AGA
542
Accuvest Global Advisors
Utah
$571K -$655K -6,065 -53%
BL
543
Balentine LLC
Georgia
$563K -$166K -1,537 -23%
NFG
544
NewFocus Financial Group
Washington
$560K +$70.2K +649 +14%
PG
545
Patten Group
Tennessee
$553K +$12.7K +118 +2%
AF
546
Aldebaran Financial
$550K +$550K +5,092 New
SCG
547
Sonata Capital Group
Washington
$543K – – –
CAM
548
Cidel Asset Management
Ontario, Canada
$542K – – –
Neuberger Berman Group
549
Neuberger Berman Group
New York
$538K +$252K +2,326 +88%
BCM
550
Brookmont Capital Management
Texas
$534K +$13.5K +125 +3%
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