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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

748 hedge funds and large institutions have $30.5B invested in iShares Core US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 293 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+64
Holders Change %
+9.36%
% of All Funds
18.73%
Holding in Top 10
172
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.38%
% of All Funds
4.31%
New
126
Increased
293
Reduced
253
Closed
46
Calls
$2.57M
Puts
$497K
Net Calls
+$2.08M
Net Calls Change
+$18K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$477M
2
Wells Fargo
Wells Fargo
California
+$471M
3
BIT
BlackRock Institutional Trust
California
+$412M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$280M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$249M
2
MGB
Mass General Brigham
Massachusetts
-$229M
3
Jane Street
Jane Street
New York
-$224M
4
ACM
Aviance Capital Management
Florida
-$152M
5
QI
QS Investors
New York
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
126
TRUE Private Wealth Advisors
Oregon
$22.3M +$5.15M +47,693 +30%
UR
127
USCA RIA
Texas
$21.1M -$29.7K -275 -0.1%
HNB
128
Huntington National Bank
Ohio
$20.9M -$273K -236 -1%
VFA
129
Voya Financial Advisors
Connecticut
$20.5M +$2.01M +18,674 +11%
Allianz Asset Management
130
Allianz Asset Management
Germany
$20.2M +$96.8K +896 +0.5%
WT
131
Whittier Trust
California
$20.2M +$3.39M +31,327 +20%
MBT
132
Montecito Bank & Trust
California
$20.1M +$20.1M +185,544 New
SWP
133
Stratos Wealth Partners
Ohio
$20M -$2.95M -27,339 -13%
JWM
134
Jackson Wealth Management
Florida
$19.9M -$3.9M -35,893 -16%
BHWM
135
Bar Harbor Wealth Management
New Hampshire
$19.6M +$725K +6,707 +4%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$19.4M -$12.4M -114,564 -39%
VAM
137
Visionary Asset Management
Texas
$19.3M +$408K +3,771 +2%
VFA
138
Virtus Fund Advisers
Connecticut
$19.2M -$6.76M -62,556 -26%
FA
139
FC Advisory
Pennsylvania
$18.8M +$171K +1,573 +0.9%
ACM
140
Aviance Capital Management
Florida
$18.5M -$152M -1,402,539 -89%
RBC
141
Ronald Blue & Co
Georgia
$18.1M +$12.8M +118,404 +243%
FHA
142
First Horizon Advisors
Tennessee
$17.9M – – –
HFS
143
HL Financial Services
Kentucky
$17.8M -$5.38M -49,759 -23%
LA
144
LVW Advisors
New York
$17.7M +$6.48K +60 +0%
Principal Financial Group
145
Principal Financial Group
Iowa
$17.2M +$17.2M +159,503 New
RFS
146
Rockefeller Financial Services
New York
$17.2M +$5.19M +48,050 +43%
IA
147
IFP Advisors
Florida
$17.2M -$12M -110,939 -41%
WFWM
148
Wechter Feldman Wealth Management
New Jersey
$17.1M +$17.1M +158,033 New
MAM
149
Meeder Asset Management
Ohio
$17.1M +$17.1M +157,897 New
WT
150
Washington Trust
Rhode Island
$17M -$129K -1,196 -0.8%
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