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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.

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
1
Wells Fargo
California
$1.92B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.83B
3
RJA
3
Raymond James & Associates
Florida
$1.07B
4
MFRM
4
Milliman Financial Risk Management
Illinois
$906M
5
Creative Planning
5
Creative Planning
Kansas
$975M

Top Sellers

1
CFG
1
CNO Financial Group
Indiana
$15.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$75.1M
3
HI
3
Horizon Investments
North Carolina
$81.1M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$0
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
601
Leavell Investment Management
Alabama
$252K 2,242 – –
BOS
602
Bingham Osborn & Scarborough
California
$249K 2,212 -732 -25%
NIC
603
Northwest Investment Counselors
Oregon
$247K 2,195 +7 +0.3%
WTB
604
Washington Trust Bank
Washington
$243K 2,161 +1,339 +163%
MCM
605
Mengis Capital Management
Oregon
$238K 2,120 +2,120 New
WAS
606
WESPAC Advisors SoCal
California
$236K 2,100 -575 -21%
WPC
607
Waters Parkerson & Co
Louisiana
$236K 2,097 +2,097 New
CCMG
608
Clark Capital Management Group
Pennsylvania
$233K 2,076 -319 -13%
CCP
609
Corient Capital Partners
California
$230K 2,045 +2,045 New
CWP
610
Capital Wealth Planning
Florida
$228K 2,025 – –
RT
611
Rockland Trust
Massachusetts
$221K 1,965 – –
PL
612
Parthenon LLC
Kentucky
$217K 1,931 – –
BRF
613
B. Riley Financial
California
$216K 1,917 – –
FFWA
614
FRG Family Wealth Advisors
Washington
$207K 1,837 – –
AIM
615
Arcadia Investment Management
Michigan
$205K 1,820 +1,820 New
JG
616
Jefferies Group
New York
$203K 1,806 +1,806 New
OIA
617
Optimum Investment Advisors
Illinois
$202K 1,800 +1,800 New
HIIFS
618
Harel Insurance Investments & Financial Services
Israel
$201K 1,804 -3,896 -68%
KF
619
Krilogy Financial
Missouri
$201K 1,785 +128 +8%
BWA
620
Burt Wealth Advisors
Maryland
$194K 1,734 – –
S
621
SignatureFD
Georgia
$190K 1,689 +20 +1%
JFA
622
JNBA Financial Advisors
Minnesota
$190K 1,689 +844 +100%
CFG
623
CKW Financial Group
Hawaii
$177K 1,574 – –
VHAM
624
Van Hulzen Asset Management
California
$160K 1,425 – –
BC
625
Barnett & Company
Tennessee
$156K 1,385 +200 +17%
23 24
25
26 27