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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 %
EA
176
Edge Advisors
Georgia
$13.5M +$13.5M +124,730 New
BTNA
177
Bremer Trust National Association
Minnesota
$13.5M +$669K +6,188 +5%
ANB
178
Amarillo National Bank
Texas
$13.3M -$969K -8,963 -7%
TCM
179
Towercrest Capital Management
Pennsylvania
$13.3M +$812K +7,516 +6%
AL
180
Aspiriant LLC
California
$13.3M +$13.2M +913,404 +16,027%
NAM
181
North American Management
Massachusetts
$13.3M +$12.2M +113,098 +1,168%
BCI
182
Brinker Capital Investments
Pennsylvania
$13.2M +$1.62K +15 +0%
Truist Financial
183
Truist Financial
North Carolina
$13.1M +$1.75M +16,210 +15%
BWA
184
BlueSky Wealth Advisors
North Carolina
$12.9M +$12.9M +119,168 New
WIM
185
Westside Investment Management
California
$12.6M +$12.6M +174,097 New
JHIU
186
Janus Henderson Investors US
Colorado
$12.6M +$2.97M +27,501 +31%
BOH
187
Bank of Hawaii
Hawaii
$12.5M +$5.57M +51,507 +80%
CWM
188
Confluence Wealth Management
Oregon
$12.3M -$1.07M -9,941 -8%
FAT
189
First American Trust
California
$12.2M +$2.64M +24,455 +28%
AIM
190
Acropolis Investment Management
Missouri
$12.1M -$241K -2,231 -2%
WB
191
Webster Bank
Connecticut
$12M +$591K +5,468 +5%
PFS
192
Prospera Financial Services
Texas
$12M -$1.41M -12,955 -11%
CA
193
Cambridge Associates
Massachusetts
$12M -$4.91M -45,409 -29%
CL
194
CPWM LLC
Washington
$11.7M +$64K +592 +0.5%
SPC
195
Sigma Planning Corp
Michigan
$11.6M -$1.41M -13,026 -11%
Schroder Investment Management Group
196
Schroder Investment Management Group
United Kingdom
$11.6M -$446K -4,129 -4%
CCG
197
Cypress Capital Group
Florida
$10.9M -$492K -4,554 -4%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$10.7M +$1.83M +16,907 +21%
WP
199
WealthSource Partners
California
$10.6M +$216K +1,998 +2%
AMG
200
Asset Management Group
Connecticut
$10.6M -$1.51M -13,949 -12%
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