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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 %
MFW
501
Mosaic Family Wealth
Missouri
$513K +$17.5K +156 +4%
CCFCSB
502
Cape Cod Five Cents Savings Bank
Massachusetts
$511K -$2.25K -20 -0.4%
NFG
503
NewFocus Financial Group
Washington
$509K +$39.7K +353 +8%
AIA
504
Allegis Investment Advisors
Idaho
$508K +$508K +4,522 New
Nomura Asset Management
505
Nomura Asset Management
Japan
$504K -$214K -1,900 -30%
FPCP
506
Fort Point Capital Partners
California
$504K -$37K -329 -7%
RW
507
Rand Wealth
Maryland
$497K +$232K +2,067 +88%
SA
508
SL Advisors
New Jersey
$493K – – –
BIAS
509
Beacon Investment Advisory Services
New Jersey
$492K -$89K -792 -15%
VKH
510
Virtu KCG Holdings
New York
$489K -$1.15M -10,240 -70%
SIG
511
Stanford Investment Group
California
$489K +$1.69K +15 +0.3%
BFC
512
Blue Fin Capital
Rhode Island
$487K – – –
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$484K – – –
JIP
514
Jaffetilchin Investment Partners
Florida
$483K -$485K -4,316 -50%
NA
515
NewEdge Advisors
Louisiana
$477K +$477K +4,240 New
RTS
516
Round Table Services
New Jersey
$474K -$16.9K -150 -3%
GJIC
517
Gamble Jones Investment Counsel
California
$470K +$13.6K +121 +3%
FA
518
Fagan Associates
New York
$463K +$112 +1 +0%
HF
519
HRT Financial
New York
$461K +$461K +4,104 New
FC
520
FCA Corp
Texas
$456K -$42K -374 -8%
EWM
521
Evercore Wealth Management
New York
$455K +$214K +1,900 +88%
BJ
522
Brouwer & Janachowski
California
$448K -$296K -2,634 -40%
Lido Advisors
523
Lido Advisors
California
$445K +$142K +1,264 +47%
CI
524
Cambiar Investors
Colorado
$445K +$445K +3,960 New
RIM
525
Rampart Investment Management
Connecticut
$443K +$72.7K +646 +20%
19 20
21
22 23