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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 %
AOWM
676
Alpha Omega Wealth Management
Virginia
$11K 100 – –
HR
677
Howe & Rusling
New York
$10K 90 -507 -85%
WAM
678
Wolverine Asset Management
Illinois
$9K 81 -16,289 -100%
MWP
679
MYCIO Wealth Partners
Pennsylvania
$9K 76 – –
TDC
680
Thompson Davis & Co
Virginia
$8K 34 – –
PFBT
681
Parkside Financial Bank & Trust
Missouri
$7K 60 -14 -19%
FWM
682
Focused Wealth Management
New York
$7K 64 – –
CAW
683
Cornerstone Advisors (Washington)
Washington
$7K 66 +66 New
BWP
684
BSW Wealth Partners
Colorado
$4.26K 478 -5,080 -91%
HW
685
Hedeker Wealth
Illinois
$2.24K 251 +251 New
TCM
686
Tradewinds Capital Management
Washington
$2K 20 – –
LYV
687
Live Your Vision
Pennsylvania
$1K 12 +12 New
SIC
688
Salem Investment Counselors
North Carolina
$400 356 +356 New
SOMRS
689
State of Michigan Retirement System
Michigan
– – -325,500 Closed
BCM
690
Bluefin Capital Management
New York
– – -320,917 Closed
NYLIM
691
New York Life Investment Management
New York
– – -257,633 Closed
GI
692
Glovista Investments
New Jersey
– – -195,733 Closed
MBT
693
Montecito Bank & Trust
California
– – -150,619 Closed
MSU
694
Mizuho Securities USA
New York
– – -147,800 Closed
WCM
695
Windham Capital Management
Massachusetts
– – -132,596 Closed
William Blair Investment Management
696
William Blair Investment Management
Illinois
– – -108,000 Closed
RDM
697
Retirement Design & Management
Connecticut
– – -95,535 Closed
PP
698
Prudential plc
United Kingdom
– – -59,263 Closed
PWW
699
Pettyjohn Wood & White
Virginia
– – -38,248 Closed
FIG
700
FundX Investment Group
California
– – -36,964 Closed
26 27
28
29 30