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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 %
GEA
526
Glen Eagle Advisors
New Jersey
$600K -$16.7K -154 -3%
SDWMA
527
Schneider Downs Wealth Management Advisors
Pennsylvania
$600K +$17.4K +160 +3%
SCM
528
Stellar Capital Management
Arizona
$600K +$110K +1,015 +22%
NFG
529
NewFocus Financial Group
Washington
$597K +$35.5K +327 +6%
ZB
530
Zions Bancorporation
Utah
$593K – – –
PCM
531
Pointe Capital Management
Michigan
$586K -$751K -6,923 -56%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$574K +$107K +981 +23%
SA
533
SL Advisors
New Jersey
$556K +$79.2K +730 +17%
SFSG
534
Stearns Financial Services Group
North Carolina
$552K -$29K -267 -5%
CAM
535
Cidel Asset Management
Ontario, Canada
$548K – – –
AF
536
Aldebaran Financial
$546K -$5.96K -55 -1%
BCM
537
Brookmont Capital Management
Texas
$546K +$10.3K +95 +2%
SCG
538
Sonata Capital Group
Washington
$545K – – –
WWM
539
Willingdon Wealth Management
North Carolina
$536K +$536K +4,942 New
FC
540
FCA Corp
Texas
$523K +$76.3K +704 +17%
CIM
541
Cetera Investment Management
California
$514K -$1.39M -12,822 -73%
CAM
542
Concorde Asset Management
Michigan
$511K -$153K -1,411 -23%
4IG
543
440 Investment Group
Kansas
$510K +$510K +4,700 New
SCA
544
Salient Capital Advisors
Texas
$502K -$30.9K -285 -6%
SPWA
545
SteelBridge Private Wealth Advisors
Florida
$500K – – –
JRP
546
Jasper Ridge Partners
California
$500K +$500K +4,610 New
GWM
547
Greenwich Wealth Management
Connecticut
$492K +$492K +4,539 New
BWAM
548
Boyd Watterson Asset Management
Ohio
$487K -$352K -3,240 -42%
CCFCSB
549
Cape Cod Five Cents Savings Bank
Massachusetts
$483K -$37.1K -342 -7%
MFW
550
Mosaic Family Wealth
Missouri
$477K – – –
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