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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 %
AG
126
Advisor Group
Arizona
$21.9M 194,490 +19,131 +11%
EPP
127
ETF Portfolio Partners
Kansas
$21M 187,080 +9,349 +5%
Allianz Asset Management
128
Allianz Asset Management
Germany
$20.9M 186,233 +183,014 +5,685%
KP
129
Keel Point
Alabama
$20.4M 181,045 -48,301 -21%
VAM
130
Visionary Asset Management
Texas
$19.6M 174,617 +6,958 +4%
BHWM
131
Bar Harbor Wealth Management
New Hampshire
$19.6M 174,220 +1,819 +1%
AP
132
AHL Partners
United Kingdom
$19.4M 172,792 +172,792 New
VFA
133
Voya Financial Advisors
Connecticut
$19.3M 171,783 +6,893 +4%
FA
134
FC Advisory
Pennsylvania
$19.3M 171,665 +278 +0.2%
LMIM
135
Lockheed Martin Investment Management
Maryland
$18.7M 166,000 -55,500 -25%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$18.6M 165,172 – –
LA
137
LVW Advisors
New York
$18.4M 164,100 +82,877 +102%
AWMS
138
Advocacy Wealth Management Services
Georgia
$18M 160,114 +52,813 +49%
JWA
139
JFS Wealth Advisors
Pennsylvania
$17.9M 159,390 -8,935 -5%
FHA
140
First Horizon Advisors
Tennessee
$17.9M 159,898 +61,997 +63%
WT
141
Washington Trust
Rhode Island
$17.8M 158,196 +9,040 +6%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$17.7M 158,643 +1,293 +0.8%
RJT
143
Raymond James Trust
Florida
$17.7M 157,340 +28,152 +22%
CA
144
Cambridge Associates
Massachusetts
$17.5M 156,061 +17,246 +12%
WT
145
Whittier Trust
California
$17.5M 155,563 -633 -0.4%
BWM
146
Braver Wealth Management
Massachusetts
$16.8M 149,060 -116,906 -44%
AI
147
Atria Investments
North Carolina
$16.7M 148,474 -14,634 -9%
IFA
148
Interactive Financial Advisors
Illinois
$16.6M 147,497 +1,501 +1%
CCT
149
Capital City Trust
Florida
$16.4M 145,510 +9,586 +7%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$15.9M 141,610 +16,477 +13%
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