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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 %
BIAS
551
Beacon Investment Advisory Services
New Jersey
$474K -$651 -6 -0.1%
TC
552
Telemus Capital
Michigan
$471K +$33.9K +313 +8%
AIM
553
Advantage Investment Management
Iowa
$463K +$405K +3,730 +696%
Simplex Trading
554
Simplex Trading
Illinois
$457K +$457K +4,216 New
CFD
555
Creative Financial Designs
Indiana
$453K +$403K +3,715 +801%
WAM
556
Weatherly Asset Management
California
$450K +$185K +1,706 +70%
FA
557
Fagan Associates
New York
$447K +$109 +1 +0%
CI
558
Cambiar Investors
Colorado
$447K +$17.4K +160 +4%
GT
559
Greenleaf Trust
Michigan
$445K -$322K -2,970 -42%
CPA
560
Clear Perspective Advisors
Illinois
$445K -$37.9K -350 -8%
CAMG
561
CWA Asset Management Group
Florida
$442K +$56.1K +517 +15%
FWM
562
Focused Wealth Management
New York
$439K -$1.96M -18,101 -82%
CC
563
Courier Capital
New York
$437K -$43.4K -400 -9%
PGFC
564
Peapack-Gladstone Financial Corp
New Jersey
$436K +$76.1K +701 +21%
RIM
565
Rampart Investment Management
Connecticut
$432K -$60.2K -555 -12%
AFP
566
Ausdal Financial Partners
Iowa
$429K -$1.52K -14 -0.4%
AIP
567
Almanack Investment Partners
Pennsylvania
$426K -$68.5K -632 -14%
RCA
568
Rex Capital Advisors
Rhode Island
$426K – – –
CCM
569
Coe Capital Management
Illinois
$420K – – –
BOS
570
Bingham Osborn & Scarborough
California
$414K -$24.2K -223 -6%
HIIFS
571
Harel Insurance Investments & Financial Services
Israel
$401K +$205K +1,896 +105%
VA
572
Valmark Advisers
Ohio
$399K +$160K +1,474 +67%
NFG
573
Next Financial Group
Texas
$397K -$3.69M -33,761 -90%
TCOT
574
Trust Company of Toledo
Ohio
$387K – – –
CC
575
Cedar Capital
Illinois
$386K -$243K -2,242 -39%
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