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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 %
MGB
26
Mass General Brigham
Massachusetts
– – – –
DWM
27
Destination Wealth Management
California
$204M 1,816,077 +84,978 +5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$204M 1,814,763 -291,165 -14%
ECM
29
ETrade Capital Management
Virginia
$197M 1,754,753 +70,339 +4%
LMGAM
30
Liberty Mutual Group Asset Management
Massachusetts
$189M 1,685,000 – –
SIM
31
Scottrade Investment Management
Missouri
$184M 1,632,842 +297,767 +22%
ACM
32
Aviance Capital Management
Florida
$177M 1,573,653 -118,991 -7%
BA
33
BlackRock Advisors
Delaware
$149M 1,325,835 +450,699 +52%
MLICM
34
Metropolitan Life Insurance Company (MetLife)
New York
$147M 1,309,274 -8,391 -0.6%
Fidelity International
35
Fidelity International
Bermuda
$144M 1,277,764 +53,267 +4%
Barclays
36
Barclays
United Kingdom
$140M 1,241,560 +309,477 +33%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$136M 1,215,530 -8,271 -0.7%
SB
38
Suntrust Banks
Georgia
$132M 1,174,629 +98,955 +9%
1CP
39
1607 Capital Partners
Virginia
$126M 1,123,530 +774,330 +222%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$115M 1,022,753 +180,514 +21%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$110M 974,352 +37,131 +4%
Citigroup
42
Citigroup
New York
$104M 929,113 +126,755 +16%
IG
43
ING Group
Netherlands
$100M 888,336 -30,740 -3%
GAIA
44
Global Atlantic Investment Advisors
Indiana
$99.1M 881,859 +31,173 +4%
BIM
45
BlackRock Investment Management
Delaware
$97.8M 870,363 +205,325 +31%
EA
46
Efficient Advisors
Ohio
$96.5M 858,725 +70,571 +9%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$91.3M 811,870 +43,987 +6%
IA
48
IndexIQ Advisors
New York
$87.3M 776,168 +78,245 +11%
FA
49
FDx Advisors
Illinois
$86.2M 767,053 -86,645 -10%
HI
50
Horizon Investments
North Carolina
$81.1M 721,457 -350,827 -33%
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