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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 %
CGI
151
Cougar Global Investments
Ontario, Canada
$15.8M 140,521 +5,845 +4%
PFM
152
Peak Financial Management
Massachusetts
$15.5M 138,103 -301 -0.2%
CIR
153
Clear Investment Research
Georgia
$15.3M 136,490 -48,224 -26%
SIM
154
SSI Investment Management
California
$15.2M 135,106 +2,445 +2%
DC
155
Deere & Company
Illinois
$15.1M 134,586 +53,530 +66%
CFG
156
CNO Financial Group
Indiana
$15.1M 134,504 -920,120 -87%
SBWM
157
Sunflower Bank Wealth Management
Arizona
$15.1M 134,356 -4,306 -3%
ANB
158
Amarillo National Bank
Texas
$14.9M 132,432 -54,966 -29%
FNBT
159
FineMark National Bank & Trust
Florida
$14.8M 131,776 -6,515 -5%
FCIM
160
Fairview Capital Investment Management
California
$14.3M 127,449 +11,500 +10%
HFA
161
High Falls Advisors
New York
$14.1M 125,534 -44,387 -26%
Franklin Resources
162
Franklin Resources
California
$14.1M 125,465 +22,685 +22%
CWM
163
Confluence Wealth Management
Oregon
$13.9M 123,976 -4,265 -3%
PFS
164
Prospera Financial Services
Texas
$13.8M 123,138 -192,563 -61%
NA
165
Nottingham Advisors
New York
$13.7M 122,254 +2,283 +2%
AWA
166
ARS Wealth Advisors
Florida
$13.7M 122,053 +55,361 +83%
BCI
167
Brinker Capital Investments
Pennsylvania
$13.7M 121,870 +245 +0.2%
CWM
168
Calamos Wealth Management
Illinois
$13.7M 121,667 +20,313 +20%
SPC
169
Sigma Planning Corp
Michigan
$13.5M 120,446 -36,633 -23%
BTNA
170
Bremer Trust National Association
Minnesota
$13.3M 118,461 +5,903 +5%
TCM
171
Towercrest Capital Management
Pennsylvania
$13M 115,661 +5,037 +5%
MCM
172
MV Capital Management
Maryland
$12.9M 114,843 +805 +0.7%
AIM
173
Acropolis Investment Management
Missouri
$12.9M 114,339 -3,543 -3%
ICOA
174
Investment Centers of America
North Dakota
$12.7M 113,124 +7,673 +7%
MA
175
MUFG Americas
New York
$12.6M 112,492 -5,277 -4%
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