AGG icon

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 %
RSA
626
Robertson Stephens Advisors
California
$270K +$270K +2,513 New
Nomura Asset Management
627
Nomura Asset Management
Japan
$269K – – –
DWM
628
Dakota Wealth Management
Florida
$265K +$217 +2 +0.1%
CSIC
629
Clifford Swan Investment Counsel
California
$263K – – –
MI
630
Moneywise Inc
Virginia
$263K +$3.36K +31 +1%
PCP
631
Proficio Capital Partners
Massachusetts
$257K +$13.7K +125 +6%
Wolverine Trading
632
Wolverine Trading
Illinois
$254K -$168K -1,548 -40%
ClearBridge Investments
633
ClearBridge Investments
New York
$253K +$2.17K +20 +0.9%
ATC
634
Argent Trust Co
Tennessee
$252K -$263K -2,424 -51%
PCM
635
Parsons Capital Management
Rhode Island
$251K -$7.58K -70 -3%
NSIM
636
North Star Investment Management
Illinois
$248K -$9.1K -84 -4%
STMM
637
South Texas Money Management
Texas
$246K -$544K -5,027 -69%
WCA
638
Westover Capital Advisors
Delaware
$245K -$3.59K -33 -1%
WPA
639
West Paces Advisors
Georgia
$244K -$461K -4,246 -65%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$238K +$123K +1,134 +107%
LNB
641
Ledyard National Bank
$236K +$164K +1,515 +228%
DJSG
642
D.J. St. Germain
Massachusetts
$236K +$236K +2,177 New
BGC
643
Blue Granite Capital
South Carolina
$233K – – –
OWM
644
Orgel Wealth Management
Wisconsin
$232K -$2.76M -25,394 -92%
CCMG
645
Clark Capital Management Group
Pennsylvania
$232K +$14.3K +132 +7%
MCM
646
Mengis Capital Management
Oregon
$229K – – –
BHB
647
Bank Hapoalim BM
Israel
$229K – – –
GA
648
Gateway Advisory
New Jersey
$228K -$367K -3,350 -62%
BFPW
649
BOK Financial Private Wealth
Colorado
$226K -$244K -2,250 -52%
NIC
650
Northwest Investment Counselors
Oregon
$226K -$13K -120 -5%
24 25
26
27 28