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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 %
PSUF
576
People's United Financial
Connecticut
$384K +$21K +193 +6%
LWM
577
Lenox Wealth Management
Ohio
$380K – – –
NGA
578
Naples Global Advisors
Florida
$379K +$3.04K +28 +0.8%
GIM
579
Greenwich Investment Management
Connecticut
$379K +$379K +3,500 New
DIA
580
Denver Investment Advisors
Colorado
$378K -$29.3K -270 -7%
PWMAG
581
Pinnacle Wealth Management Advisory Group
New Jersey
$378K – – –
HWA
582
Heritage Wealth Advisors
Virginia
$375K +$10.2K +94 +3%
WA
583
Wealth Architects
California
$373K -$51.2K -472 -12%
CAM
584
Cubic Asset Management
Massachusetts
$371K – – –
AFIA
585
America First Investment Advisors
Nebraska
$371K +$16.1K +148 +5%
NB
586
NBT Bank
New York
$368K – – –
GJIC
587
Gamble Jones Investment Counsel
California
$367K -$89.3K -822 -20%
SRC
588
Shufro Rose & Co
New York
$365K – – –
MFT
589
Moisand Fitzgerald Tamayo
Florida
$365K – – –
BWM
590
BerganKDV Wealth Management
Minnesota
$365K +$365K +3,368 New
JIP
591
Jaffetilchin Investment Partners
Florida
$359K -$110K -1,014 -23%
PAG
592
Private Advisory Group
Washington
$351K -$3.02M -27,878 -90%
CFA
593
Carroll Financial Associates
North Carolina
$350K +$51.6K +476 +17%
LC
594
LCNB Corp
Ohio
$349K -$33K -305 -9%
EAM
595
Evanson Asset Management
California
$348K +$542 +5 +0.2%
SSB
596
Sandy Spring Bank
Maryland
$348K +$10.9K +100 +3%
EFS
597
Essex Financial Services
Connecticut
$347K -$544K -5,005 -61%
SFS
598
Summit Financial Strategies
Ohio
$340K +$38.4K +354 +13%
BTIS
599
BB&T Investment Services
North Carolina
$334K +$251K +2,311 +301%
CB
600
Chemical Bank
Michigan
$333K +$12.5K +115 +4%
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