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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 %
SCA
476
Snowden Capital Advisors
New York
$622K +$72.5K +645 +13%
TF
477
Tompkins Financial
New York
$618K – – –
ZB
478
Zions Bancorporation
Utah
$614K -$7.19K -64 -1%
KCM
479
Karp Capital Management
California
$609K +$113 +1 +0%
JWS
480
Juncture Wealth Strategies
Arizona
$608K +$191K +1,694 +46%
First Trust Advisors
481
First Trust Advisors
Illinois
$605K -$1.87M -16,586 -76%
OC
482
Oakworth Capital
Alabama
$602K -$1.91K -17 -0.3%
ATC
483
Argent Trust Co
Tennessee
$579K +$35.9K +319 +7%
CAM
484
Concorde Asset Management
Michigan
$573K +$96.5K +858 +20%
PV
485
Private Vista
Illinois
$571K -$23.2K -209 -4%
CAM
486
Cidel Asset Management
Ontario, Canada
$564K – – –
SCG
487
Sonata Capital Group
Washington
$564K – – –
SSG
488
Summit Securities Group
New York
$562K +$562K +5,000 New
PG
489
Patten Group
Tennessee
$558K +$111K +995 +25%
SCA
490
Salient Capital Advisors
Texas
$553K -$98.4K -875 -15%
PWMAG
491
Pinnacle Wealth Management Advisory Group
New Jersey
$543K -$119K -1,055 -18%
AA
492
Ancora Advisors
Ohio
$543K +$41K +364 +8%
BCM
493
Brookmont Capital Management
Texas
$542K -$53.1K -472 -9%
WP
494
WealthPLAN Partners
Nebraska
$541K -$508K -4,545 -48%
WA
495
Wealth Architects
California
$539K – – –
MI
496
Montage Investments
Kansas
$538K -$521K -4,640 -49%
LWM
497
Lenox Wealth Management
Ohio
$523K – – –
OCG
498
Opus Capital Group
Ohio
$520K -$9.67K -86 -2%
NB
499
NBT Bank
New York
$518K -$6.98K -62 -1%
SPWA
500
SteelBridge Private Wealth Advisors
Florida
$518K – – –
18 19
20
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