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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 %
CTB
101
Country Trust Bank
Illinois
$28M +$3.85M +35,499 +16%
EMA
102
Efficient Market Advisors
California
$27.8M +$3.56M +32,822 +15%
BFA
103
Beaumont Financial Advisors
Massachusetts
$27.6M +$762K +7,024 +3%
IA
104
IndexIQ Advisors
New York
$27.5M -$2.35M -21,651 -8%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$27M -$5.1M -46,988 -16%
PFM
106
Phillips Financial Management
Indiana
$27M +$2.86M +26,151 +12%
SWP
107
Stratos Wealth Partners
Ohio
$26M +$5.96M +54,917 +30%
FCH
108
Freestone Capital Holdings
Washington
$26M +$26M +239,799 New
RhumbLine Advisers
109
RhumbLine Advisers
Massachusetts
$25.7M +$16.3M +150,225 +173%
BT
110
Beacon Trust
New Jersey
$25.4M -$1.49M -13,657 -6%
LMIM
111
Lockheed Martin Investment Management
Maryland
$25.1M -$2.69M -24,800 -10%
SI
112
SII Investments
Wisconsin
$25M +$455K +4,190 +2%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$24.9M -$6.27M -57,821 -20%
TPWA
114
TRUE Private Wealth Advisors
Oregon
$24.3M +$1.89M +17,407 +8%
JWM
115
Janiczek Wealth Management
Colorado
$24.3M +$14.3M +131,385 +142%
EPP
116
ETF Portfolio Partners
Kansas
$24.1M +$624K +5,755 +3%
FHA
117
First Horizon Advisors
Tennessee
$23.6M +$6.13M +56,157 +35%
PAG
118
Private Advisor Group
New Jersey
$23.5M -$1.93M -17,742 -8%
NPC
119
National Planning Corporation
California
$23.3M -$354K -3,256 -1%
WT
120
Whittier Trust
California
$22.3M +$2M +18,407 +10%
BHWM
121
Bar Harbor Wealth Management
New Hampshire
$22.2M +$2.54M +23,417 +13%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$22M +$22M +203,187 New
BWFM
123
Bridgewater Wealth & Financial Management
Maryland
$21.3M +$5.68M +52,353 +36%
UR
124
USCA RIA
Texas
$20.9M -$276K -2,542 -1%
AIM
125
Astor Investment Management
Illinois
$19.7M -$6.9M -63,583 -26%
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5
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