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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.

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
Jane Street
2
Jane Street
New York
$1.34M
3
ACM
3
Aviance Capital Management
Florida
$18.5M
4
QI
4
QS Investors
New York
$515M
5
Morgan Stanley
5
Morgan Stanley
New York
$515M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
701
Tortoise Investment Management
New York
$82K 755 -20 -3%
JFA
702
JNBA Financial Advisors
Minnesota
$81K 752 -937 -55%
AC
703
Alexandria Capital
Virginia
$81K 745 -34 -4%
CCM
704
Cribstone Capital Management
Maine
$75K 697 – –
LNB
705
Ledyard National Bank
$72K 664 – –
BIG
706
Bellwether Investment Group
Tennessee
$72K 663 +663 New
CHC
707
City Holding Co
West Virginia
$70K 647 – –
CFS
708
Commonwealth Financial Services
West Virginia
$60K 554 -110,579 -100%
AIM
709
Advantage Investment Management
Iowa
$58K 536 -3,106 -85%
FANJ
710
Financial Architects (New Jersey)
New Jersey
$58K 534 -541 -50%
MWM
711
MinichMacGregor Wealth Management
New York
$58K 538 -309 -36%
AA
712
Apriem Advisors
California
$56K 521 +110 +27%
CPIG
713
Chicago Partners Investment Group
Illinois
$54K 501 +4 +0.8%
MPWT
714
MassMutual Private Wealth & Trust
Connecticut
$50.2K 465 +465 New
SPL
715
Smart Portfolios LLC
Washington
$50K 467 -2,623 -85%
CFD
716
Creative Financial Designs
Indiana
$50K 464 +464 New
GI
717
Gradient Investments
Minnesota
$47K 432 -344 -44%
CAL
718
Capital Analysts LLC
Pennsylvania
$42K 387 – –
IAS
719
INR Advisory Services
Pennsylvania
$39K 362 – –
AWM
720
AllSquare Wealth Management
New York
$38K 352 +352 New
AP
721
Atwood & Palmer
Missouri
$30K 281 – –
WAS
722
Winch Advisory Services
Wisconsin
$29K 270 – –
SNT
723
Security National Trust
West Virginia
$27K 250 – –
SA
724
SRH Advisors
Kansas
$27K 250 – –
AIM
725
Anchor Investment Management
South Carolina
$24.4K 226 – –
27 28
29
30 31