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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$80M
2
MGB
Mass General Brigham
Massachusetts
$175M
3
Jane Street
Jane Street
New York
$1.34M
4
ACM
Aviance Capital Management
Florida
$18.5M
5
QI
QS Investors
New York
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
676
Washington Trust Bank
Washington
$205K -$28.9K -267 -12%
HIIFS
677
Harel Insurance Investments & Financial Services
Israel
$195K – – –
KF
678
Krilogy Financial
Missouri
$191K -$1.84K -17 -1%
BWA
679
Burt Wealth Advisors
Maryland
$187K – – –
AOWM
680
Alpha Omega Wealth Management
Virginia
$181K +$170K +1,577 +1,577%
CFG
681
CKW Financial Group
Hawaii
$170K – – –
IWA
682
IBEX Wealth Advisors
New Jersey
$162K -$630K -5,819 -80%
LPIC
683
LeJeune Puetz Investment Counsel
Michigan
$154K +$154K +1,425 New
BC
684
Barnett & Company
Tennessee
$150K – – –
CS
685
Credential Securities
$149K – – –
JIC
686
Joel Isaacson & Co
New York
$130K – – –
LWA
687
Lowe Wealth Advisors
Maryland
$128K +$35.9K +332 +39%
GBBWRPM
688
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$125K +$15.2K +140 +14%
IDBONY
689
Israel Discount Bank of New York
New York
$125K +$125K +1,160 New
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$116K +$23.3K +215 +25%
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$115K +$115K +1,059 New
WAS
692
WESPAC Advisors SoCal
California
$111K -$116K -1,075 -51%
BFEC
693
Benjamin F. Edwards & Company
Missouri
$107K – – –
BCP
694
Blue Chip Partners
Michigan
$106K +$868 +8 +0.8%
OSNBOA
695
Old Second National Bank of Aurora
Illinois
$101K +$101K +932 New
RBC
696
Roble Belko & Company
Pennsylvania
$100K – – –
LWMT
697
Legacy Wealth Management (Tennessee)
Tennessee
$88.3K +$88.3K +817 New
BCA
698
Bray Capital Advisors
Florida
$88K -$20.6K -190 -19%
TA
699
Tiedemann Advisors
New York
$87K -$1.92M -17,792 -96%
BTIS
700
BB&T Investment Services
North Carolina
$83K +$83K +768 New
26 27
28
29 30