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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 %
SFG
301
SNS Financial Group
Minnesota
$3.63M +$426K +3,788 +13%
PFA
302
Pure Financial Advisors
California
$3.6M +$259K +2,305 +8%
TCB
303
Texas Capital Bancshares
Texas
$3.59M -$61.3K -545 -2%
CTA
304
Chesley Taft & Associates
Illinois
$3.54M +$171K +1,525 +5%
Squarepoint
305
Squarepoint
New York
$3.45M -$562K -4,996 -14%
IGIM
306
I.G. Investment Management
Manitoba, Canada
$3.37M -$169K -1,500 -5%
LFG
307
LifePlan Financial Group
Ohio
$3.36M -$647K -5,755 -16%
PTC
308
Private Trust Company
Ohio
$3.34M +$34.5K +307 +1%
FC
309
Financial Consulate
Maryland
$3.28M +$2.37M +21,104 +260%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$3.11M -$852K -7,574 -21%
AAM
311
Autus Asset Management
Arizona
$3.04M +$266K +2,368 +10%
BFM
312
Boston Financial Management
Massachusetts
$3.04M -$65.1K -579 -2%
EDRS
313
Edmond de Rothschild (Suisse)
Switzerland
$3.04M +$1.01M +9,000 +50%
MAM
314
Marquette Asset Management
Minnesota
$2.99M -$486K -4,323 -14%
FT
315
Fiduciary Trust
Massachusetts
$2.97M +$190K +1,694 +7%
ACP
316
Aviance Capital Partners
Florida
$2.89M +$1.11M +9,897 +62%
TSW
317
Thompson Siegel & Walmsley
Virginia
$2.88M +$815K +7,249 +39%
SIAM
318
Sterling Investment Advisors (Missouri)
Missouri
$2.81M -$43.5K -387 -2%
CCM
319
Coldstream Capital Management
Washington
$2.81M +$52.1K +463 +2%
CS
320
Comerica Securities
Michigan
$2.81M +$1.01M +8,947 +56%
FFBTD
321
First Financial Bank - Trust Division
Ohio
$2.79M -$33.3K -296 -1%
CMP
322
Courage Miller Partners
Virginia
$2.77M -$25.1K -223 -0.9%
RCM
323
Rain Capital Management
Oregon
$2.77M +$254K +2,263 +10%
LPL Financial
324
LPL Financial
California
$2.7M -$2.43M -21,724 -47%
BCM
325
Brookstone Capital Management
Illinois
$2.7M +$607K +5,397 +29%
11 12
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