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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 %
EWA
326
EP Wealth Advisors
California
$2.7M +$288K +2,565 +12%
SCA
327
STALEY CAPITAL ADVISERS
Pennsylvania
$2.7M -$20K -178 -0.7%
GBT
328
Grove Bank & Trust
Florida
$2.69M +$45.5K +405 +2%
NL
329
NWAM LLC
Washington
$2.66M -$116K -1,034 -4%
LNC
330
Lincoln National Corp
Pennsylvania
$2.64M +$407K +3,620 +18%
FNBOO
331
First National Bank of Omaha
Nebraska
$2.63M +$119K +1,057 +5%
MG
332
Mather Group
Illinois
$2.62M +$140K +1,248 +6%
AIA
333
Affinity Investment Advisors
California
$2.62M – – –
OC
334
Oppenheimer & Co
New York
$2.52M +$78.9K +702 +3%
MBTD
335
Mechanics Bank - Trust Department
California
$2.5M +$2.5M +22,214 New
BC
336
Bartlett & Co
Ohio
$2.48M +$360K +3,200 +17%
1SB
337
1ST Source Bank
Indiana
$2.46M +$888K +7,901 +57%
CLOS
338
Compagnie Lombard Odier SCmA
Switzerland
$2.41M +$61.8K +550 +3%
HW
339
Hancock Whitney
Mississippi
$2.38M +$627K +5,579 +36%
CIM
340
Cetera Investment Management
California
$2.38M -$536K -4,765 -18%
LOT
341
Lombard Odier Transatlantic
Quebec, Canada
$2.38M +$28.1K +250 +1%
NEIRG
342
New England Investment & Retirement Group
Massachusetts
$2.37M +$39.3K +350 +2%
AWA
343
Arete Wealth Advisors
Illinois
$2.36M +$441K +3,922 +23%
BAM
344
Brave Asset Management
New Jersey
$2.35M -$11.9K -106 -0.5%
ASN
345
Advisory Services Network
Georgia
$2.29M -$198K -1,765 -8%
CFG
346
Citizens Financial Group
Rhode Island
$2.26M -$122K -1,085 -5%
SWM
347
SVA Wealth Management
Wisconsin
$2.22M -$81.4K -724 -4%
GW
348
GW & Wade
Massachusetts
$2.21M -$35.6K -317 -2%
HH
349
Hilltop Holdings
Texas
$2.2M +$333K +2,962 +18%
GC
350
Garde Capital
Washington
$2.14M +$194K +1,773 +10%
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