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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 %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.7M +$2.62M +24,183 +4%
PAMU
52
Pictet Asset Management (UK)
United Kingdom
$69.4M +$46.3M +426,890 +201%
DADC
53
D.A. Davidson & Co
Montana
$67.6M +$16.4M +151,349 +32%
RFC
54
Regions Financial Corp
Alabama
$66.5M +$4.73M +43,569 +8%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$63.3M -$7.57M -69,789 -11%
Stifel Financial
56
Stifel Financial
Missouri
$62.7M -$6.85M -63,176 -10%
MBT
57
Monroe Bank & Trust
Michigan
$61.5M +$618K +5,700 +1%
WA
58
Waverly Advisors
Alabama
$54.9M +$1.08M +9,984 +2%
AF
59
Alerus Financial
North Dakota
$54.3M +$2.92M +26,918 +6%
ZIM
60
Zacks Investment Management
Illinois
$54.1M +$14.1M +130,257 +35%
CPO
61
Cerity Partners OCIO
New York
$53.4M +$4.43M +40,829 +9%
TCM
62
Twele Capital Management
Minnesota
$53M +$12.8M +117,640 +32%
FHB
63
First Hawaiian Bank
Hawaii
$52.8M +$2.63M +24,203 +5%
AWM
64
AE Wealth Management
Kansas
$52.8M +$26M +239,636 +97%
FBFS
65
First Business Financial Services
Wisconsin
$52.7M +$6.32M +58,266 +14%
SS
66
Simplicity Solutions
Minnesota
$52.6M +$23.4M +215,491 +80%
SIM
67
Sigma Investment Management
Oregon
$52.3M +$4.88M +44,938 +10%
Jane Street
68
Jane Street
New York
$50.2M +$48.8M +450,110 +3,643%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$48.9M +$26.1M +240,299 +114%
CHP
70
Cable Hill Partners
Oregon
$48.6M +$10.3M +95,204 +27%
DIP
71
DT Investment Partners
Pennsylvania
$48.2M -$767K -7,070 -2%
Barclays
72
Barclays
United Kingdom
$46.5M -$107M -990,779 -70%
B
73
Bailard
California
$46.3M +$3.48M +32,067 +8%
AssetMark Inc
74
AssetMark Inc
California
$46M -$582K -5,368 -1%
USAA
75
United Services Automobile Association
Texas
$43.6M +$36.8M +339,119 +541%
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