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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 %
DAM
451
Delta Asset Management
Tennessee
$811K -$1.12K -10 -0.1%
GIP
452
Greatmark Investment Partners
Georgia
$810K – – –
SMC
453
Smith, Moore & Co
Missouri
$806K +$29.5K +262 +4%
EAMA
454
EFG Asset Management (Americas)
Florida
$802K – – –
JGUA
455
John G. Ullman & Associates
New York
$792K +$140K +1,246 +21%
SMDAM
456
Sumitomo Mitsui DS Asset Management
Japan
$785K +$66.3K +590 +9%
CM
457
Cornerstone Management
Georgia
$772K +$7.42K +66 +1%
KWMG
458
King Wealth Management Group
Florida
$765K +$212K +1,889 +38%
TAM
459
Taurus Asset Management
New York
$764K – – –
LWA
460
Lenox Wealth Advisors
New York
$762K +$4.27K +38 +0.6%
BL
461
Balentine LLC
Georgia
$759K -$33.1M -294,325 -98%
EFSCE
462
Enterprise Financial Services Corp (EFSC)
Missouri
$754K -$91.8K -817 -11%
CFN
463
Cordasco Financial Network
Florida
$745K – – –
VanEck Associates
464
VanEck Associates
New York
$730K -$299K -2,660 -29%
FWIA
465
Fort Washington Investment Advisors
Ohio
$730K -$731K – –
FAM
466
Foothills Asset Management
Arizona
$722K – – –
WF
467
Welch & Forbes
Massachusetts
$688K +$14K +125 +2%
WRM
468
Westport Resources Management
Connecticut
$676K -$236K -2,096 -26%
IT
469
Independence Trust
Tennessee
$660K – – –
KT
470
Kanaly Trust
Texas
$660K – – –
BWAM
471
Boyd Watterson Asset Management
Ohio
$659K -$70.3K -625 -10%
AL
472
Aspiriant LLC
California
$641K +$641K +5,699 New
FC
473
Forte Capital
New York
$638K +$225 +2 +0%
MCM
474
Matterhorn Capital Management
Texas
$636K – – –
SFSG
475
Stearns Financial Services Group
North Carolina
$623K -$6.63K -59 -1%
17 18
19
20 21