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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 %
CA
76
Cetera Advisors
Colorado
$46.1M 410,470 +16,200 +4%
BG
77
BlackRock Group
United Kingdom
$45.9M 407,946 – –
AssetMark Inc
78
AssetMark Inc
California
$45.7M 406,575 -175,614 -30%
DADC
79
D.A. Davidson & Co
Montana
$43.9M 390,441 +88,818 +29%
FWP
80
FAS Wealth Partners
Kansas
$42.5M 377,966 -22,550 -6%
VCM
81
Verger Capital Management
North Carolina
$38.4M 341,220 -9,158 -3%
HMC
82
Higher Moment Capital
Massachusetts
$38M 337,705 +50,566 +18%
TCM
83
Twele Capital Management
Minnesota
$37.6M 334,304 +10,825 +3%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$37.1M 329,198 -17,800 -5%
BAAM
85
Baker Avenue Asset Management
California
$36.6M 325,903 +26,997 +9%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$36.5M 324,786 -320,782 -50%
SG Americas Securities
87
SG Americas Securities
New York
$36.4M 324,099 +89,751 +38%
MA
88
MCF Advisors
Kentucky
$35.8M 318,827 +47,829 +18%
SL
89
Summitry LLC
California
$35.8M 318,525 +5,793 +2%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$35.4M 315,180 +24,312 +8%
AIM
91
Astor Investment Management
Illinois
$34.8M 309,182 -24,369 -7%
PWAG
92
Polaris Wealth Advisory Group
California
$34.4M 306,404 +8,194 +3%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$34.3M 305,503 +32,307 +12%
SFA
94
Sequoia Financial Advisors
Ohio
$33.7M 299,666 +289,981 +2,994%
MFS
95
MSI Financial Services
Massachusetts
$33.5M 297,865 +28,063 +10%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$33M 293,600 +30,647 +12%
FI
97
FormulaFolio Investments
Michigan
$32M 284,437 +43,864 +18%
LA
98
Leonetti & Associates
Illinois
$31.6M 280,893 +42 +0%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$31.4M 279,569 -133,311 -32%
NPC
100
National Planning Corporation
California
$31M 279,378 -59,356 -18%
2 3
4
5 6