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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 %
JWA
151
JFS Wealth Advisors
Pennsylvania
$16.9M -$313K -2,895 -2%
RJT
152
Raymond James Trust
Florida
$16.9M -$101K -931 -0.6%
WA
153
Wilshire Advisors
California
$16.7M +$6.7M +61,966 +67%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$16.7M +$1.44M +13,294 +9%
CGI
155
Cougar Global Investments
Ontario, Canada
$16.6M +$1.46M +13,522 +10%
CFA
156
Capstone Financial Advisors
Illinois
$16.1M +$15.7M +145,746 +4,079%
CCT
157
Capital City Trust
Florida
$16M +$287K +2,655 +2%
IFA
158
Interactive Financial Advisors
Illinois
$15.8M -$92.9K -860 -0.6%
AG
159
Advisor Group
Arizona
$15.7M -$5.37M -49,704 -26%
AWA
160
ARS Wealth Advisors
Florida
$15.6M +$2.45M +22,715 +19%
MCM
161
Makena Capital Management
California
$15.6M +$5.27M +48,798 +51%
BWFM
162
Bridgewater Wealth & Financial Management
Maryland
$15.5M +$4.53M +41,885 +41%
ACP
163
Aveo Capital Partners
Colorado
$15.4M +$15.4M +142,945 New
MA
164
MUFG Americas
New York
$15.4M +$3.23M +29,909 +27%
ICOA
165
Investment Centers of America
North Dakota
$15.2M +$3.01M +27,877 +25%
CIR
166
Clear Investment Research
Georgia
$15M +$272K +2,517 +2%
PFM
167
Peak Financial Management
Massachusetts
$14.7M -$185K -1,715 -1%
DC
168
Deere & Company
Illinois
$14.5M – – –
FNBT
169
FineMark National Bank & Trust
Florida
$14.5M +$248K +2,299 +2%
SIM
170
SSI Investment Management
California
$14.4M -$219K -2,031 -2%
AI
171
Atria Investments
North Carolina
$14.2M -$1.86M -17,229 -12%
SBWM
172
Sunflower Bank Wealth Management
Arizona
$14.1M -$410K -3,797 -3%
SF
173
Synovus Financial
Georgia
$14.1M -$11.9M -110,594 -46%
NA
174
Nottingham Advisors
New York
$13.9M +$679K +6,288 +5%
CWM
175
Calamos Wealth Management
Illinois
$13.9M +$714K +6,611 +5%
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