AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

638 hedge funds and large institutions have $22.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 277 increasing their positions, 177 reducing their positions, and 43 closing their positions.

Holders
638
Holders Change
+64
Holders Change %
+11.15%
% of All Funds
16.75%
Holding in Top 10
135
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.41%
% of All Funds
3.55%
New
115
Increased
277
Reduced
177
Closed
43
Calls
$4.21M
Puts
$321K
Net Calls
+$3.89M
Net Calls Change
+$2.54M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.06B
2
LPL Financial
2
LPL Financial
California
$779M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$228M
4
Bank of America
4
Bank of America
North Carolina
$1.47B
5
SMM
5
Stadion Money Management
Georgia
$209M

Top Sellers

1
IG
1
ING Group
Netherlands
$99.3M
2
FIM
2
Freedom Investment Management
Connecticut
$1.18M
3
CC
3
Curian Capital
Colorado
$33M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$45.8M
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
76
Twele Capital Management
Minnesota
$33.3M 308,322 +90,599 +42%
BA
77
BlackRock Advisors
Delaware
$33.2M 306,996 +66,376 +28%
CC
78
Curian Capital
Colorado
$33M 305,330 -1,056,947 -78%
SL
79
Summitry LLC
California
$32.7M 302,902 +3,286 +1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$31.9M 294,880 -2,269 -0.8%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$31.2M 288,665 +97,568 +51%
RA
82
RFG Advisory
Alabama
$31.2M 288,659 +288,659 New
LA
83
Leonetti & Associates
Illinois
$30.4M 281,846 -11,496 -4%
NC
84
NewSquare Capital
Pennsylvania
$29.9M 276,553 +13,147 +5%
CTB
85
Country Trust Bank
Illinois
$29.6M 274,442 +7,013 +3%
BFA
86
Beaumont Financial Advisors
Massachusetts
$29.5M 273,521 -20,957 -7%
FAAS
87
First Allied Advisory Services
California
$29.2M 270,546 +75,912 +39%
FFA
88
Fragasso Financial Advisors
Pennsylvania
$28.1M 260,319 -95,713 -27%
AI
89
Atria Investments
North Carolina
$27.7M 255,092 -54,785 -18%
ANB
90
Amarillo National Bank
Texas
$27.7M 256,160 -1,242 -0.5%
FCH
91
Freestone Capital Holdings
Washington
$27.5M 254,970 -14,072 -5%
NYLIM
92
New York Life Investment Management
New York
$27.4M 253,433 +5,400 +2%
BWM
93
Braver Wealth Management
Massachusetts
$27.3M 253,187 +56,748 +29%
SIM
94
Sigma Investment Management
Oregon
$26.5M 245,450 +9,971 +4%
BT
95
Beacon Trust
New Jersey
$26M 240,411 -37,035 -13%
SG Americas Securities
96
SG Americas Securities
New York
$25.8M 238,745 +238,745 New
SF
97
Synovus Financial
Georgia
$25.8M 238,718 -106,754 -31%
PWAG
98
Polaris Wealth Advisory Group
California
$25.7M 237,658 +10,499 +5%
TAM
99
Todd Asset Management
Kentucky
$25.6M 237,380 -7,560 -3%
DADC
100
D.A. Davidson & Co
Montana
$25.6M 237,303 +17,676 +8%
2 3
4
5 6