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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
+$3.58B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$502M
3
Wells Fargo
Wells Fargo
California
+$426M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$150M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$404M
2
MGB
Mass General Brigham
Massachusetts
-$175M
3
Barclays
Barclays
United Kingdom
-$107M
4
SCM
SCS Capital Management
Massachusetts
-$95.8M
5
AIP
Ameritas Investment Partners
Nebraska
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Pinnacle Advisory Group
Maryland
$12.8M -$27.3M -251,308 -68%
NAM
177
North American Management
Massachusetts
$12.7M -$577K -5,316 -4%
SF
178
Synovus Financial
Georgia
$12.7M -$1.42M -13,121 -10%
ACM
179
Aviance Capital Management
Florida
$12.6M -$5.92M -54,610 -32%
BOH
180
Bank of Hawaii
Hawaii
$12.6M – – –
SFA
181
Stewardship Financial Advisors
Georgia
$12.1M +$3.67M +33,829 +43%
AIM
182
Acropolis Investment Management
Missouri
$12M -$192K -1,771 -2%
BWA
183
BlueSky Wealth Advisors
North Carolina
$12M -$971K -8,952 -8%
FCIM
184
Fairview Capital Investment Management
California
$11.8M +$1.5M +13,825 +15%
CWM
185
Confluence Wealth Management
Oregon
$11.8M -$602K -5,547 -5%
GI
186
Glovista Investments
New Jersey
$11.7M +$2.24M +20,697 +24%
VFA
187
Voya Financial Advisors
Connecticut
$11.7M -$8.98M -82,657 -43%
RFS
188
Rockefeller Financial Services
New York
$11.5M -$5.72M -52,677 -33%
CL
189
CPWM LLC
Washington
$11.5M -$215K -1,983 -2%
PFS
190
Prospera Financial Services
Texas
$11.5M -$479K -4,410 -4%
WB
191
Webster Bank
Connecticut
$11.4M -$670K -6,174 -6%
HCA
192
Heck Capital Advisors
Wisconsin
$11.2M +$1.43M +13,180 +15%
HI
193
Horizon Investments
North Carolina
$11.2M +$1.09M +10,083 +11%
CA
194
Cambridge Associates
Massachusetts
$11.2M -$781K -7,197 -7%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$11.2M +$617K +5,687 +6%
AP
196
Appleton Partners
Massachusetts
$11M +$11M +101,787 New
ANB
197
Amarillo National Bank
Texas
$11M -$2.4M -22,093 -18%
PA
198
Parkside Advisors
California
$11M +$412K +3,793 +4%
HFS
199
HL Financial Services
Kentucky
$11M -$6.9M -63,570 -39%
RMC
200
Regis Management Company
California
$10.9M +$581K +5,353 +6%
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