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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 %
RWA
726
Ropes Wealth Advisors
Massachusetts
$17K +$4.86K +46 +40%
MAS
727
Madden Advisory Services
Florida
$17K +$17K +159 New
OFW
728
Omnia Family Wealth
Florida
$15K -$6.42M -60,313 -100%
PMFA
729
Plante Moran Financial Advisors
Michigan
$15K -$4.14K -37 -22%
TDC
730
Thompson Davis & Co
Virginia
$15K – – –
LA
731
Legacy Advisors
Pennsylvania
$14K – – –
AA
732
AlphaMark Advisors
Kentucky
$14K – – –
PK
733
Pflug Koory
Nebraska
$14K – – –
PS
734
Portfolio Solutions
Michigan
$14K +$14K +129 New
TCCM
735
Timber Creek Capital Management
Massachusetts
$13K -$936 -9 -7%
Thrivent Financial for Lutherans
736
Thrivent Financial for Lutherans
Minnesota
$13K – – –
ECM
737
Exchange Capital Management
Michigan
$12K +$12K +110 New
HR
738
Howe & Rusling
New York
$10K – – –
QFA
739
Quattro Financial Advisors
Texas
$8.7K +$8.7K +80,583 New
CFS
740
Commonwealth Financial Services
West Virginia
$8K -$55.3K -484 -87%
RFM
741
Royal Fund Management
Florida
$8K +$8K +75 New
IWM
742
IHT Wealth Management
Illinois
$3K -$233K -4,346 -99%
TCM
743
Tradewinds Capital Management
Washington
$2K -$13.4K -134 -87%
NR
744
Newfound Research
Massachusetts
$2K +$2K +15 New
AP
745
Advisors Preferred
Maryland
$1.75K -$613 -4,768 -26%
LYV
746
Live Your Vision
Pennsylvania
$1K – – –
NDSI
747
Newman Dignan & Sheerar Inc
Rhode Island
$534 -$355 -3,273 -40%
VCM
748
Vivaldi Capital Management
Illinois
$482 +$482 +4,445 New
SOMRS
749
State of Michigan Retirement System
Michigan
– -$48.6M -450,000 Closed
PI
750
PHH Investments
Texas
– -$41.4M -382,984 Closed
28 29
30
31 32