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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 %
1GA
51
1st Global Advisors
Texas
$75.4M 670,560 -16,787 -2%
UCFA
52
United Capital Financial Advisors
Texas
$75.1M 667,696 -839,546 -56%
HHGA
53
Halbert Hargrove Global Advisors
California
$71.6M 637,029 +14,285 +2%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.4M 634,906 +38,175 +6%
Stifel Financial
55
Stifel Financial
Missouri
$70.9M 630,520 -117,885 -16%
SMA
56
Simply Money Advisors
Ohio
$70.6M 627,936 +72,882 +13%
AIP
57
Ameritas Investment Partners
Nebraska
$63.1M 561,711 +43,537 +8%
PPA
58
Parametric Portfolio Associates
Washington
$63M 560,603 +153,683 +38%
RFC
59
Regions Financial Corp
Alabama
$60.9M 542,007 +24,213 +5%
MBT
60
Monroe Bank & Trust
Michigan
$59.8M 537,437 +20,995 +4%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$55.3M 491,972 -65,669 -12%
WA
62
Waverly Advisors
Alabama
$54.6M 485,330 +5,431 +1%
ZIM
63
Zacks Investment Management
Illinois
$53.5M 476,008 +9,894 +2%
USAA
64
United Services Automobile Association
Texas
$49.7M 442,367 +47,152 +12%
SIM
65
Sigma Investment Management
Oregon
$49.6M 440,815 -8,361 -2%
AF
66
Alerus Financial
North Dakota
$48.9M 435,074 +18,459 +4%
DIP
67
DT Investment Partners
Pennsylvania
$48.9M 434,696 +19,030 +5%
SMM
68
Stadion Money Management
Georgia
$48.7M 433,622 +2,155 +0.5%
FHB
69
First Hawaiian Bank
Hawaii
$48.3M 429,195 +13,601 +3%
Lazard Asset Management
70
Lazard Asset Management
New York
– – – –
FBFS
71
First Business Financial Services
Wisconsin
$47M 417,694 +14,638 +4%
HighTower Advisors
72
HighTower Advisors
Illinois
$46.9M 416,935 +129,088 +45%
NC
73
NewSquare Capital
Pennsylvania
$46.5M 413,920 -221,226 -35%
B
74
Bailard
California
$46.5M 413,702 +36,906 +10%
CPO
75
Cerity Partners OCIO
New York
$46.5M 413,518 +63,346 +18%
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