AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

686 hedge funds and large institutions have $27.8B invested in iShares Core US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 335 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+38
Holders Change %
+5.86%
% of All Funds
18.33%
Holding in Top 10
170
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.58%
% of All Funds
4.54%
New
71
Increased
335
Reduced
197
Closed
28
Calls
$3.67M
Puts
$1.35M
Net Calls
+$2.32M
Net Calls Change
+$4.22M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$470M
2
Goldman Sachs
Goldman Sachs
New York
+$298M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$190M
4
MFRM
Milliman Financial Risk Management
Illinois
+$154M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$145M

Top Sellers

1
LPL Financial
LPL Financial
California
-$842M
2
SCM
SCS Capital Management
Massachusetts
-$261M
3
SMM
Stadion Money Management
Georgia
-$159M
4
AssetMark Inc
AssetMark Inc
California
-$82.8M
5
FIM
Freedom Investment Management
Connecticut
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
326
Citadel Advisors
Florida
$2.77M +$2.77M +24,592 New
CCM
327
Coldstream Capital Management
Washington
$2.76M -$102K -907 -4%
SCA
328
STALEY CAPITAL ADVISERS
Pennsylvania
$2.72M – – –
GBT
329
Grove Bank & Trust
Florida
$2.65M -$451 -4 -0%
AIA
330
Affinity Investment Advisors
California
$2.62M – – –
GP
331
Girard Partners
Pennsylvania
$2.56M +$1.42M +12,599 +124%
FNBOO
332
First National Bank of Omaha
Nebraska
$2.52M -$28.6K -254 -1%
RCM
333
Rain Capital Management
Oregon
$2.52M +$2.31M +20,489 +1,107%
ASN
334
Advisory Services Network
Georgia
$2.5M +$1.46M +12,939 +140%
MG
335
Mather Group
Illinois
$2.48M +$132K +1,174 +6%
First Trust Advisors
336
First Trust Advisors
Illinois
$2.47M +$956K +8,493 +63%
OC
337
Oppenheimer & Co
New York
$2.44M -$428K -3,803 -15%
CDIA
338
Capital Directions Investment Advisors
Georgia
$2.43M +$810K +7,188 +50%
EWA
339
EP Wealth Advisors
California
$2.42M -$293K -2,600 -11%
SWA
340
SFMG Wealth Advisors
Texas
$2.42M – – –
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$2.4M +$823K +7,312 +52%
CC
342
Cedar Capital
Illinois
$2.39M +$2.39M +21,253 New
CFG
343
Citizens Financial Group
Rhode Island
$2.39M -$8.67K -77 -0.4%
BAM
344
Brave Asset Management
New Jersey
$2.37M -$311K -2,760 -12%
LOT
345
Lombard Odier Transatlantic
Quebec, Canada
$2.35M +$281K +2,500 +14%
CLOS
346
Compagnie Lombard Odier SCmA
Switzerland
$2.35M +$281K +2,500 +14%
NEIRG
347
New England Investment & Retirement Group
Massachusetts
$2.34M -$9.12K -81 -0.4%
SWM
348
SVA Wealth Management
Wisconsin
$2.31M +$679K +6,025 +42%
EK
349
Evensky & Katz
Florida
$2.29M -$55.4K -492 -2%
AII
350
AGF Investments Inc
Ontario, Canada
$2.27M +$1.62M +14,393 +249%
12 13
14
15 16