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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 %
SCA
551
Salient Capital Advisors
Texas
$531K – – –
RTS
552
Round Table Services
New Jersey
$528K +$72.5K +670 +16%
CIBC World Market
553
CIBC World Market
Ontario, Canada
$527K -$783K -7,247 -60%
ACI
554
Alpha Cubed Investments
California
$525K +$105K +975 +25%
CCFCSB
555
Cape Cod Five Cents Savings Bank
Massachusetts
$518K +$27K +250 +5%
ATC
556
Argent Trust Co
Tennessee
$513K -$43.7K -404 -8%
SPWA
557
SteelBridge Private Wealth Advisors
Florida
$499K – – –
AIP
558
Almanack Investment Partners
Pennsylvania
$493K +$493K +4,561 New
VanEck Associates
559
VanEck Associates
New York
$490K -$212K -1,958 -30%
RIM
560
Rampart Investment Management
Connecticut
$490K +$64.9K +601 +15%
SCM
561
Stellar Capital Management
Arizona
$488K +$488K +4,516 New
CPA
562
Clear Perspective Advisors
Illinois
$481K +$481K +4,455 New
JSA
563
Jacobson & Schmitt Advisors
Wisconsin
$480K +$480K +4,438 New
CC
564
Courier Capital
New York
$479K +$71.3K +660 +18%
IWM
565
IHT Wealth Management
Illinois
$476K +$476K +4,402 New
MFW
566
Mosaic Family Wealth
Missouri
$475K -$18.4K -170 -4%
SA
567
SL Advisors
New Jersey
$475K – – –
BIAS
568
Beacon Investment Advisory Services
New Jersey
$473K – – –
SIG
569
Stanford Investment Group
California
$472K +$2.27K +21 +0.5%
JIP
570
Jaffetilchin Investment Partners
Florida
$468K +$3.25K +30 +0.7%
BFPW
571
BOK Financial Private Wealth
Colorado
$468K +$51.7K +478 +12%
LNWWM
572
Laird Norton Wetherby Wealth Management
California
$465K – – –
GJIC
573
Gamble Jones Investment Counsel
California
$454K +$1.62K +15 +0.4%
FA
574
Fagan Associates
New York
$445K – – –
FC
575
FCA Corp
Texas
$445K +$6.48K +60 +1%
21 22
23
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