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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 %
Neuberger Berman Group
776
Neuberger Berman Group
New York
– -$538K -4,975 Closed
SIG
777
Stanford Investment Group
California
– -$472K -4,368 Closed
SGI
778
Summit Global Investments
Utah
– -$429K -3,973 Closed
EAM
779
Eagle Asset Management
Florida
– -$419K -3,883 Closed
AWM
780
Affinity Wealth Management
Delaware
– -$395K -3,659 Closed
Nuveen Asset Management
781
Nuveen Asset Management
Illinois
– -$392K -3,631 Closed
GCA
782
Guardian Capital Advisors
Ontario, Canada
– -$364K -3,350 Closed
GMA
783
Goldstein Munger & Associates
California
– -$346K -3,205 Closed
ACM
784
Alpha Capital Management
Texas
– -$342K -3,167 Closed
PSW
785
Portfolio Strategies (Washington)
Washington
– -$339K -3,139 Closed
CS
786
Credit Suisse
Switzerland
– -$330K -3,050 Closed
MC
787
Moors & Cabot
Massachusetts
– -$322K -2,977 Closed
SC
788
SouthState Corp
Florida
– -$292K -2,700 Closed
RT
789
Rockland Trust
Massachusetts
– -$284K -2,630 Closed
MWM
790
Modera Wealth Management
New Jersey
– -$280K -2,593 Closed
CIC
791
Cutler Investment Counsel
Oregon
– -$229K -2,117 Closed
CIM
792
Confluence Investment Management
Missouri
– -$228K -2,114 Closed
IWA
793
IBEX Wealth Advisors
New Jersey
– -$162K -1,497 Closed
JIC
794
Joel Isaacson & Co
New York
– -$130K -1,200 Closed
OSNBOA
795
Old Second National Bank of Aurora
Illinois
– -$101K -932 Closed
LWMT
796
Legacy Wealth Management (Tennessee)
Tennessee
– -$88.3K -817 Closed
TA
797
Tiedemann Advisors
New York
– -$87K -807 Closed
VNA
798
Valley National Advisers
Pennsylvania
– -$24K -220 Closed
WCBA
799
Weaver C. Barksdale & Associates
Tennessee
– -$16K -149 Closed
TWA
800
TCI Wealth Advisors
Arizona
– -$15K -137 Closed
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