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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 %
CWM
151
Calamos Wealth Management
Illinois
$15.1M +$1.18M +10,913 +9%
NA
152
NewEdge Advisors
Louisiana
$14.9M +$14.6M +134,602 +5,193%
PFM
153
Peak Financial Management
Massachusetts
$14.8M +$2.28K +21 +0%
MA
154
MUFG Americas
New York
$14.8M -$665K -6,125 -4%
AWA
155
ARS Wealth Advisors
Florida
$14.7M -$1.01M -9,276 -6%
DC
156
Deere & Company
Illinois
$14.6M – – –
EA
157
Edge Advisors
Georgia
$14.6M +$1.03M +9,530 +8%
FI
158
FormulaFolio Investments
Michigan
$14.4M +$10.4M +95,534 +256%
IGIM
159
I.G. Investment Management
Manitoba, Canada
$14.4M +$7.04M +64,900 +96%
ICOA
160
Investment Centers of America
North Dakota
$14.3M -$1.01M -9,347 -7%
AI
161
Atria Investments
North Carolina
$14.1M -$94.5K -871 -0.7%
TCM
162
Towercrest Capital Management
Pennsylvania
$14.1M +$751K +6,923 +6%
SBWM
163
Sunflower Bank Wealth Management
Arizona
$14.1M -$105K -965 -0.7%
FAT
164
First American Trust
California
$14.1M +$1.77M +16,288 +14%
RWP
165
RWA Wealth Partners
Massachusetts
$14M +$14M +129,417 New
IA
166
IFP Advisors
Florida
$13.7M -$3.51M -32,377 -20%
Capstone Investment Advisors
167
Capstone Investment Advisors
New York
$13.5M +$13.5M +124,794 New
MCM
168
Makena Capital Management
California
$13.4M -$2.25M -20,744 -14%
WA
169
Wilshire Advisors
California
$13.3M -$3.45M -31,811 -21%
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3M +$4.11M +37,914 +45%
FWP
171
FAS Wealth Partners
Kansas
$13.3M -$26.7M -246,274 -67%
FAAS
172
First Allied Advisory Services
California
$13.2M -$10.7M -98,482 -45%
AL
173
Aspiriant LLC
California
$13.2M -$698K -46,297 -5%
IAA
174
Independent Advisor Alliance
North Carolina
$13.1M +$13.1M +120,805 New
TC
175
Toews Corporation
New Jersey
$13.1M +$13.1M +121,000 New
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