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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 %
SAC
376
Smith Affiliated Capital
New York
$1.69M -$14.1M – –
CIA
377
Capital Investment Advisors
Georgia
$1.68M -$9.44K -84 -0.6%
PAM
378
Peak Asset Management
Colorado
$1.68M +$59.6K +530 +4%
HS
379
Horan Securities
United States
$1.68M +$44.6K +399 +3%
PA
380
Pinnacle Associates
New York
$1.67M -$83.1K -739 -5%
MCM
381
Maryland Capital Management
Maryland
$1.61M +$13.9K +124 +0.9%
CIM
382
Cambria Investment Management
California
$1.61M – – –
NEPWA
383
New England Private Wealth Advisors
Massachusetts
$1.56M +$20.9K +186 +1%
RPG
384
Risk Paradigm Group
Texas
$1.51M +$104K +925 +7%
PP
385
Palladium Partners
Virginia
$1.48M +$253K +2,250 +21%
BPB
386
Badgley, Phelps & Bell
Washington
$1.47M +$155K +1,382 +12%
FTIOP
387
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.45M -$33.7K -300 -2%
BHBT
388
Burke & Herbert Bank & Trust
Virginia
$1.45M -$522K -4,646 -27%
RFWA
389
RPg Family Wealth Advisory
Massachusetts
$1.44M -$14.1K -125 -1%
MGIA
390
Moneta Group Investment Advisors
Missouri
$1.44M +$17.1K +152 +1%
CCM
391
Colorado Capital Management
Colorado
$1.43M -$1.91K -17 -0.1%
EC
392
Estate Counselors
Wisconsin
$1.42M – – –
CS
393
Credit Suisse
Switzerland
$1.42M -$608K -5,412 -30%
AP
394
Advisors Preferred
Maryland
$1.41M -$168K -1,492 -11%
EWM
395
Empirical Wealth Management
Washington
$1.41M -$40K -356 -3%
State Street
396
State Street
Massachusetts
$1.4M -$13.4M -119,561 -91%
CANC
397
Culbertson A N & Co
Virginia
$1.39M +$49.5K +440 +4%
PMFA
398
Plante Moran Financial Advisors
Michigan
$1.37M +$14.7K +131 +1%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$1.36M -$14.8K -132 -1%
ADL
400
Asset Dedication LLC
California
$1.34M +$835K +7,422 +167%
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