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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

684 hedge funds and large institutions have $30.1B invested in iShares Core US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 337 increasing their positions, 215 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
18.28%
Holding in Top 10
168
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.18%
% of All Funds
4.49%
New
45
Increased
337
Reduced
215
Closed
42
Calls
$2.38M
Puts
$326K
Net Calls
+$2.06M
Net Calls Change
-$263K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.92B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.83B
3
RJA
Raymond James & Associates
Florida
$1.07B
4
MFRM
Milliman Financial Risk Management
Illinois
$906M
5
Creative Planning
Creative Planning
Kansas
$975M

Top Sellers

1
CFG
CNO Financial Group
Indiana
$15.1M
2
UCFA
United Capital Financial Advisors
Texas
$75.1M
3
Lazard Asset Management
Lazard Asset Management
New York
$48.1M
4
HI
Horizon Investments
North Carolina
$81.1M
5
SOMRS
State of Michigan Retirement System
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
276
BNP Paribas Financial Markets
France
$4.33M +$2.21M +19,650 +104%
PCMK
277
Paragon Capital Management (Kansas)
Kansas
$4.28M +$3.91M +34,816 +1,077%
Comerica Bank
278
Comerica Bank
Texas
$4.27M +$705K +6,317 +20%
PA
279
Planning Alternatives
Michigan
$4.27M +$82.9K +737 +2%
TIA
280
Tiemann Investment Advisors
California
$4.25M -$30.6K -272 -0.7%
FMW
281
Farr Miller & Washington
District of Columbia
$4.25M +$337K +2,996 +9%
PHS
282
Pekin Hardy Strauss
Illinois
$4.23M +$341K +3,030 +9%
TFCP
283
Twin Focus Capital Partners
Massachusetts
$4.23M +$898K +7,993 +27%
SSWM
284
Smith Salley Wealth Management
North Carolina
$4.21M -$85.7K -762 -2%
TNBTD
285
Trustmark National Bank Trust Department
Mississippi
$4.17M -$1.78M -15,839 -30%
JGIA
286
Jackson Grant Investment Advisers
Connecticut
$4.17M +$53.3K +474 +1%
CFGF
287
Compass Financial Group (Florida)
Florida
$4.09M +$216K +1,917 +6%
RCAG
288
Rehmann Capital Advisory Group
Michigan
$4.01M +$222K +1,976 +6%
JIC
289
Johnson Investment Counsel
Ohio
$3.96M -$360K -3,203 -8%
EDRH
290
Edmond de Rothschild Holding
Switzerland
$3.96M +$664K +5,910 +20%
WCM
291
Windsor Capital Management
Arizona
$3.9M +$31.9K +284 +0.8%
HCM
292
Hollencrest Capital Management
California
$3.89M -$66.3K -590 -2%
IFS
293
Ifrah Financial Services
Arkansas
$3.88M -$87.7K -780 -2%
UB
294
UMB Bank
Missouri
$3.87M +$100K +892 +3%
PIA
295
Peachtree Investment Advisors
Georgia
$3.83M -$572K -5,085 -13%
DWM
296
Darwin Wealth Management
Florida
$3.79M +$245K +2,183 +7%
CB
297
Community Bank
New York
$3.77M +$4.27K +38 +0.1%
CFA
298
CT Financial Advisors
Pennsylvania
$3.75M +$583K +5,187 +18%
PWM
299
Perigon Wealth Management
California
$3.7M +$322K +2,861 +10%
LP
300
LGL Partners
Pennsylvania
$3.64M +$20.2K +180 +0.6%
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