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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 %
EK
351
Evensky & Katz
Florida
$2.13M -$151K -1,340 -7%
BJL
352
Brighton Jones LLC
Washington
$2.13M +$190K +1,694 +10%
AII
353
AGF Investments Inc
Ontario, Canada
$2.13M -$142K -1,262 -6%
TC
354
Trust Company
Kansas
$2.12M +$272K +2,423 +15%
BBA
355
BLB&B Advisors
Pennsylvania
$2.11M +$385K +3,426 +22%
TCM
356
Telos Capital Management
California
$2.1M +$165K +1,468 +9%
TA
357
Tiedemann Advisors
New York
$2.08M +$86K +770 +4%
OC
358
Oarsman Capital
Wisconsin
$2.04M +$79.6K +708 +4%
SWA
359
SFMG Wealth Advisors
Texas
$2.03M -$382K -3,394 -16%
TCM
360
Traynor Capital Management
Pennsylvania
$1.96M +$728K +6,513 +59%
RIA
361
Regal Investment Advisors
Michigan
$1.93M -$3.67M -32,630 -66%
EFS
362
Essex Financial Services
Connecticut
$1.92M +$1.26M +11,215 +188%
IIC
363
Integrated Investment Consultants
Michigan
$1.89M – – –
CDIA
364
Capital Directions Investment Advisors
Georgia
$1.87M -$554K -4,928 -23%
KFC
365
Klingenstein Fields & Co
New York
$1.86M -$112 -1 -0%
PCA
366
Peddock Capital Advisors
Massachusetts
$1.83M +$182K +1,615 +11%
KL
367
KWMG LLC
Kansas
$1.83M +$27K +240 +1%
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$1.82M -$571K -5,076 -24%
AT
369
Arden Trust
Delaware
$1.8M +$1.8M +16,034 New
GWA
370
Guidant Wealth Advisors
Illinois
$1.8M +$1.8M +16,065 New
Northern Trust
371
Northern Trust
Illinois
$1.78M +$342K +304,149 +24%
WI
372
Wintrust Investments
Illinois
$1.75M +$1.05M +9,369 +151%
AWM
373
Altavista Wealth Management
North Carolina
$1.75M +$41.7K +371 +2%
T
374
Thomaspartners
Massachusetts
$1.74M -$24.7K -220 -1%
WSFS
375
Wilmington Savings Fund Society
Delaware
$1.73M -$118K -1,047 -6%
13 14
15
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