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.

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
1
Wells Fargo
California
$1.13B
2
Members Trust
2
Members Trust
Florida
$348M
3
Goldman Sachs
3
Goldman Sachs
New York
$331M
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$190M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$730M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.18M
2
SCM
2
SCS Capital Management
Massachusetts
$537M
3
SMM
3
Stadion Money Management
Georgia
$48.6M
4
AssetMark Inc
4
AssetMark Inc
California
$65.6M
5
FIM
5
Freedom Investment Management
Connecticut
$987K
Name Market Value Shares Shares
Change 		Shares
Change %
EIAM
126
Equinox Institutional Asset Management
New Jersey
$25M 221,730 – –
LMIM
127
Lockheed Martin Investment Management
Maryland
$24.9M 221,500 – –
JWM
128
Jackson Wealth Management
Florida
$24.9M 221,284 -78,225 -26%
TFA
129
Transamerica Financial Advisors
Florida
$22.6M 200,721 -107,733 -35%
PFM
130
Phillips Financial Management
Indiana
$22.5M 200,006 +5,600 +3%
GI
131
Glovista Investments
New Jersey
$22M 195,733 -142,594 -42%
BTS
132
BB&T Securities
Virginia
$21.8M 193,271 +42,832 +28%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$21.2M 188,159 +77,559 +70%
ANB
134
Amarillo National Bank
Texas
$21.1M 187,398 -4,526 -2%
Mariner
135
Mariner
Kansas
$20.8M 185,123 +40,817 +28%
CIR
136
Clear Investment Research
Georgia
$20.8M 184,714 +67,632 +58%
SI
137
SII Investments
Wisconsin
$20.6M 183,362 +29,254 +19%
HNB
138
Huntington National Bank
Ohio
– – – –
EPP
139
ETF Portfolio Partners
Kansas
$20M 177,731 +38,599 +28%
RA
140
RFG Advisory
Alabama
$19.9M 177,124 -72,595 -29%
AG
141
Advisor Group
Arizona
$19.7M 175,359 +175,359 New
SWP
142
Stratos Wealth Partners
Ohio
$19.7M 174,997 +44,596 +34%
BHWM
143
Bar Harbor Wealth Management
New Hampshire
$19.4M 172,401 -2,249 -1%
FA
144
FC Advisory
Pennsylvania
$19.3M 171,387 +4,950 +3%
JWA
145
JFS Wealth Advisors
Pennsylvania
$18.9M 168,325 +20,143 +14%
VAM
146
Visionary Asset Management
Texas
$18.9M 167,659 +1,385 +0.8%
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$18.6M 165,172 – –
VFA
148
Voya Financial Advisors
Connecticut
$18.5M 164,890 +36,941 +29%
AI
149
Atria Investments
North Carolina
$18.4M 163,108 -92,104 -36%
HFA
150
High Falls Advisors
New York
$18.4M 169,921 +9,974 +6%
4 5
6
7 8