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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 %
CA
426
Cambridge Advisors
Nebraska
$976K – – –
NDSI
427
Newman Dignan & Sheerar Inc
Rhode Island
$974K -$76.5K -681 -7%
WA
428
WFG Advisors
Texas
$974K +$54.5K +485 +6%
STMM
429
South Texas Money Management
Texas
$970K -$3.38M -30,037 -78%
BOTW
430
Bank of the West
California
$962K -$12.6K -112 -1%
HSA
431
HBK Sorce Advisory
Pennsylvania
$958K -$34.4K -306 -3%
PCM
432
Pointe Capital Management
Michigan
$953K -$10.1K -90 -1%
SCM
433
Shelton Capital Management
Colorado
$947K +$1.35K +12 +0.1%
MHS
434
M Holdings Securities
Oregon
$942K +$194K +1,721 +26%
HTC
435
Haverford Trust Company
Pennsylvania
$925K – – –
PCMC
436
Paragon Capital Management (Colorado)
Colorado
$914K – – –
BC
437
Brinker Capital
Pennsylvania
$902K -$16.9K -150 -2%
CWM
438
Cranbrook Wealth Management
Michigan
$902K +$16.5K +147 +2%
NG
439
NatWest Group
United Kingdom
$898K +$898K +7,990 New
CGL
440
Clarius Group LLC
Washington
$897K -$20K -178 -2%
MVIP
441
Mar Vista Investment Partners
California
$860K – – –
CC
442
Cedar Capital
Illinois
$859K -$1.53M -13,608 -64%
AFP
443
Ausdal Financial Partners
Iowa
$856K -$292K -2,599 -25%
SSWM
444
Sheets Smith Wealth Management
North Carolina
$844K +$222K +1,975 +36%
WCM
445
Wealthcare Capital Management
Virginia
$843K +$18.9K +168 +2%
WPC
446
White Pine Capital
Minnesota
$835K – – –
HCA
447
Harbour Capital Advisors
Virginia
$829K -$5.62K -50 -0.7%
SMH
448
Sanders Morris Harris
Texas
$827K -$2.85M -11,865 -78%
IWA
449
IBEX Wealth Advisors
New Jersey
$823K +$823K +7,316 New
CWM
450
Cornerstone Wealth Management
Missouri
$818K +$818K +7,320 New
16 17
18
19 20