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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 %
CONA
626
Capital One National Association
New York
$298K – – –
MAS
627
Managed Account Services
Florida
$298K +$298K +2,758 New
CFA
628
Carroll Financial Associates
North Carolina
$297K -$121K -1,117 -29%
SC
629
SouthState Corp
Florida
$292K +$10.3K +95 +4%
MWM
630
Meridian Wealth Management
Kentucky
$286K +$286K +2,648 New
WI
631
Wedgewood Investors
Pennsylvania
$284K – – –
RT
632
Rockland Trust
Massachusetts
$284K +$71.8K +665 +34%
AC
633
Abbrea Capital
California
$284K +$284K +2,625 New
CBU
634
CIBC Bank USA
Illinois
$283K -$115K -1,064 -29%
GWA
635
Guidant Wealth Advisors
Illinois
$282K -$1.46M -13,471 -84%
NA
636
NewEdge Advisors
Louisiana
$281K -$179K -1,648 -39%
MWM
637
Modera Wealth Management
New Jersey
$280K +$280K +2,593 New
MCM
638
Millie Capital Management
California
$279K – – –
SEI Investments
639
SEI Investments
Pennsylvania
$276K -$720K -6,663 -72%
RFA
640
Reilly Financial Advisors
California
$274K -$11.3K -105 -4%
OMC
641
Old Mission Capital
Illinois
$274K +$274K +2,536 New
GT
642
Glenview Trust
Kentucky
$273K +$273K +2,531 New
Nomura Asset Management
643
Nomura Asset Management
Japan
$268K -$216K -2,000 -45%
DWM
644
Dakota Wealth Management
Florida
$264K -$9.08K -84 -3%
WAM
645
Weatherly Asset Management
California
$264K – – –
COI
646
Connable Office Inc
Michigan
$264K +$264K +2,440 New
CSIC
647
Clifford Swan Investment Counsel
California
$262K +$8.1K +75 +3%
BW
648
Bison Wealth
Georgia
$260K – – –
MI
649
Moneywise Inc
Virginia
$259K +$324 +3 +0.1%
PCM
650
Parsons Capital Management
Rhode Island
$258K -$81.1K -751 -24%
24 25
26
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