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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
1
Bank of America
North Carolina
$2.14B
2
Wells Fargo
2
Wells Fargo
California
$2.32B
3
BIT
3
BlackRock Institutional Trust
California
$671M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.96B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$518M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$80M
2
MGB
2
Mass General Brigham
Massachusetts
$175M
3
Jane Street
3
Jane Street
New York
$1.34M
4
ACM
4
Aviance Capital Management
Florida
$18.5M
5
QI
5
QS Investors
New York
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
601
Shufro Rose & Co
New York
$364K – – –
MFT
602
Moisand Fitzgerald Tamayo
Florida
$364K – – –
GCA
603
Guardian Capital Advisors
Ontario, Canada
$364K +$364K +3,350 New
HWA
604
Heritage Wealth Advisors
Virginia
$363K +$36K +332 +11%
PSUF
605
People's United Financial
Connecticut
$361K +$21.6K +200 +6%
PGFC
606
Peapack-Gladstone Financial Corp
New Jersey
$359K +$21.4K +198 +6%
AFIA
607
America First Investment Advisors
Nebraska
$354K +$68.3K +631 +24%
VIA
608
Vantage Investment Advisors
Pennsylvania
$350K +$83.2K +771 +31%
BJ
609
Brouwer & Janachowski
California
$348K -$82.1K -760 -19%
GMA
610
Goldstein Munger & Associates
California
$346K – – –
EAM
611
Evanson Asset Management
California
$346K +$1.08K +10 +0.3%
GLRA
612
Gerald L. Ray & Associates
Texas
$344K – – –
ACM
613
Alpha Capital Management
Texas
$342K – – –
PSW
614
Portfolio Strategies (Washington)
Washington
$339K +$339K +3,139 New
SSB
615
Sandy Spring Bank
Maryland
$335K -$10.8K -100 -3%
CS
616
Credit Suisse
Switzerland
$330K -$1.04M -9,571 -76%
BCM
617
Bluefin Capital Management
New York
$325K +$325K +3,010 New
MC
618
Moors & Cabot
Massachusetts
$322K +$322K +2,977 New
CC
619
Cadinha & Co
Hawaii
$319K – – –
CB
620
Chemical Bank
Michigan
$319K +$4.32K +40 +1%
CG
621
Caprock Group
Idaho
$318K – – –
PAS
622
Partnervest Advisory Services
California
$311K -$9.4K -87 -3%
ACM
623
AUA Capital Management
Pennsylvania
$308K +$308K +2,854 New
RWM
624
RKL Wealth Management
Pennsylvania
$304K +$304K +2,815 New
SFS
625
Summit Financial Strategies
Ohio
$301K +$16.3K +151 +6%
23 24
25
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