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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 %
Lido Advisors
601
Lido Advisors
California
$332K -$336K -3,097 -50%
COI
602
Connable Office Inc
Michigan
$323K +$58.2K +536 +22%
MAS
603
Managed Account Services
Florida
$321K +$21.6K +199 +7%
CC
604
Cadinha & Co
Hawaii
$320K – – –
BJ
605
Brouwer & Janachowski
California
$315K -$34.7K -320 -10%
CIC
606
Carnegie Investment Counsel
Ohio
$309K +$101K +925 +48%
FPCP
607
Fort Point Capital Partners
California
$306K -$100K -924 -25%
MWM
608
Meridian Wealth Management
Kentucky
$306K +$18.4K +169 +6%
CG
609
Caprock Group
Idaho
$300K -$19K -175 -6%
CONA
610
Capital One National Association
New York
$299K – – –
VIA
611
Vantage Investment Advisors
Pennsylvania
$298K -$53.6K -494 -15%
AIM
612
Arcadia Investment Management
Michigan
$295K -$86.4K -795 -23%
CBU
613
CIBC Bank USA
Illinois
$290K +$5.95K +55 +2%
GLRA
614
Gerald L. Ray & Associates
Texas
$289K -$56.2K -518 -16%
RFA
615
Reilly Financial Advisors
California
$288K +$12.7K +117 +5%
FNT
616
First National Trust
Pennsylvania
$287K +$81.4K +750 +40%
WI
617
Wedgewood Investors
Pennsylvania
$285K – – –
AC
618
Abbrea Capital
California
$285K – – –
RW
619
REDW Wealth
New Mexico
$285K +$37.1K +342 +15%
OC
620
Oakworth Capital
Alabama
$280K -$301K -2,778 -52%
MCM
621
Millie Capital Management
California
$280K – – –
LIM
622
Leavell Investment Management
Alabama
$279K +$35.6K +328 +15%
GT
623
Glenview Trust
Kentucky
$275K – – –
RI
624
Ridgewood Investments
New Jersey
$275K +$27.8K +256 +11%
MWM
625
Mission Wealth Management
California
$273K +$273K +2,513 New
23 24
25
26 27