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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 %
CAI
751
Capital Advisors Inc
Oklahoma
– -$33.3M -308,048 Closed
Allianz Asset Management
752
Allianz Asset Management
Germany
– -$20.2M -187,129 Closed
MBT
753
Montecito Bank & Trust
California
– -$20.1M -185,544 Closed
JWM
754
Jackson Wealth Management
Florida
– -$19.9M -182,938 Closed
Principal Financial Group
755
Principal Financial Group
Iowa
– -$17.2M -159,503 Closed
FWM
756
FFT Wealth Management
Pennsylvania
– -$8.55M -79,075 Closed
MIAN
757
Mariner Independent Advisor Network
Kansas
– -$6.84M -63,256 Closed
FEG
758
Fund Evaluation Group
Ohio
– -$5.8M -53,692 Closed
LW
759
Linscomb Wealth
Texas
– -$5.49M -50,786 Closed
PWS
760
Paragon Wealth Strategies
Florida
– -$4.58M -42,379 Closed
G
761
Gainplan
Michigan
– -$3.97M -36,716 Closed
LGWM
762
Litman Gregory Wealth Management
California
– -$3.02M -27,931 Closed
RIG
763
RiverFront Investment Group
Virginia
– -$2.05M -18,922 Closed
Calamos Advisors
764
Calamos Advisors
Illinois
– -$1.62M -15,000 Closed
KSA
765
Ken Stern & Associates
California
– -$1.41M -13,009 Closed
EC
766
Estate Counselors
Wisconsin
– -$1.15M -10,660 Closed
PA
767
Paracle Advisors
Washington
– -$1.05M -9,687 Closed
Loomis, Sayles & Company
768
Loomis, Sayles & Company
Massachusetts
– -$953K -8,820 Closed
HSA
769
HBK Sorce Advisory
Pennsylvania
– -$899K -8,325 Closed
Fiera Capital (Canada)
770
Fiera Capital (Canada)
Quebec, Canada
– -$754K -6,974 Closed
TSS
771
Two Sigma Securities
New York
– -$750K -6,937 Closed
TAM
772
Taurus Asset Management
New York
– -$735K -6,800 Closed
UBWV
773
United Bank (West Virginia)
West Virginia
– -$664K -6,145 Closed
SAM
774
Shamrock Asset Management
Texas
– -$604K -5,585 Closed
AGA
775
Accuvest Global Advisors
Utah
– -$571K -5,285 Closed
29 30
31
32 33