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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 %
HS
401
Huntington Steele
Pennsylvania
$1.3M +$3.04K +27 +0.2%
AGA
402
Accuvest Global Advisors
Utah
$1.28M +$718K +6,385 +129%
SGCA
403
Steel Grove Capital Advisors
Tennessee
$1.26M +$160K +1,425 +15%
TC
404
TradeLink Capital
Illinois
$1.22M +$1.22M +10,847 New
SAM
405
Shamrock Asset Management
Texas
$1.19M +$320K +2,846 +37%
SFM
406
Signature Financial Management
Virginia
$1.17M -$15.6K -139 -1%
SIA
407
Starfire Investment Advisers
Michigan
$1.16M +$12.8K +114 +1%
JA
408
JOYN Advisors
Georgia
$1.15M -$2.95M -26,200 -72%
AA
409
Advisory Alpha
Michigan
$1.15M +$1.14M +10,392 +17,036%
ATC
410
Adirondack Trust Company
New York
$1.15M – – –
1832 Asset Management
411
1832 Asset Management
Ontario, Canada
$1.12M – – –
UBS AM
412
UBS AM
Illinois
$1.09M -$3.22M – –
NAM
413
North American Management
Massachusetts
$1.09M -$39.2K -349 -3%
DC
414
Davenport & Co
Virginia
$1.09M +$103K +918 +10%
CG
415
Colony Group
Massachusetts
$1.06M +$8.55K +76 +0.8%
F
416
Filament
Washington
$1.05M – – –
DAS
417
Dynamic Advisor Solutions
Arizona
$1.04M +$208K +1,851 +25%
SEI Investments
418
SEI Investments
Pennsylvania
$1.04M +$31.4K +279 +3%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$1.03M +$222K +1,971 +27%
BRWA
420
B. Riley Wealth Advisors
Florida
$1.02M +$256K +2,271 +33%
WTC
421
WhitTier Trust Company
Nevada
$1M -$117K -1,044 -10%
PO
422
Private Ocean
California
$999K +$200K +1,782 +25%
SFPM
423
Sensible Financial Planning & Management
Massachusetts
$988K -$44.5K -396 -4%
WS
424
Wedbush Securities
California
$988K +$7.76K +69 +0.8%
HB
425
Homrich & Berg
Georgia
$984K +$315K +2,802 +47%
15 16
17
18 19