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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
$4.32B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$4.48B
3
Wells Fargo
Wells Fargo
California
$2.76B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$450M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$670M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.74B
2
MGB
Mass General Brigham
Massachusetts
$176M
3
Barclays
Barclays
United Kingdom
$46.5M
4
SCM
SCS Capital Management
Massachusetts
$429M
5
AIP
Ameritas Investment Partners
Nebraska
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
651
RKL Wealth Management
Pennsylvania
$225K -$79.5K -735 -26%
BO
652
Bank OZK
Arkansas
$225K -$24.6K -227 -10%
HIC
653
Holderness Investments Company
North Carolina
$225K +$225K +2,075 New
NFG
654
Nations Financial Group
Iowa
$222K +$222K +2,049 New
CWP
655
Capital Wealth Planning
Florida
$220K – – –
ACP
656
Arcus Capital Partners
Georgia
$219K +$869 +8 +0.4%
BW
657
Bison Wealth
Georgia
$217K -$43.4K -400 -17%
DAC
658
Dividend Assets Capital
South Carolina
$214K +$214K +1,970 New
BA
659
Bristlecone Advisors
Washington
$213K -$26.8K -247 -11%
FFA
660
First Foundation Advisors
California
$211K -$5.65M -52,120 -96%
PAS
661
Partnervest Advisory Services
California
$211K -$101K -933 -32%
DSC
662
Duncker Streett & Co
Missouri
$211K -$17.8K -164 -8%
WPC
663
Waters Parkerson & Co
Louisiana
$209K -$6.52K -60 -3%
CHAM
664
Clear Harbor Asset Management
Connecticut
$205K +$205K +1,893 New
CFA
665
Capstone Financial Advisors
Illinois
$204K -$16M -147,444 -99%
SEI Investments
666
SEI Investments
Pennsylvania
$204K -$73.6K -677 -27%
WAM
667
Wealthspire Advisors (Maryland)
Maryland
$203K -$17.8K -164 -8%
TIM
668
Tortoise Investment Management
New York
$203K +$121K +1,119 +148%
RFWA
669
RPg Family Wealth Advisory
Massachusetts
$201K -$1.18M -10,839 -85%
ST
670
Spinnaker Trust
Maine
$201K +$201K +1,855 New
KF
671
Krilogy Financial
Missouri
$191K – – –
BWA
672
Burt Wealth Advisors
Maryland
$188K – – –
MCM
673
McRae Capital Management
New Jersey
$186K +$186K +1,715 New
AOWM
674
Alpha Omega Wealth Management
Virginia
$185K +$3.46K +32 +2%
GWA
675
Guidant Wealth Advisors
Illinois
$182K -$99.4K -916 -35%
25 26
27
28 29