AGG icon

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 %
AMG
176
Asset Management Group
Connecticut
$12.6M 111,922 +37 +0%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$12.5M 111,466 +111,466 New
CFS
178
Commonwealth Financial Services
West Virginia
$12.5M 111,133 -23,925 -18%
RFS
179
Rockefeller Financial Services
New York
$12.5M 110,992 – –
CAN
180
Cetera Advisor Networks
California
$12.4M 110,618 +38,367 +53%
SGAM
181
Steinberg Global Asset Management
Florida
$12.2M 108,864 +5,437 +5%
CL
182
CPWM LLC
Washington
$12.1M 107,741 +1,775 +2%
FHC
183
First Heartland Consultants
Missouri
$12.1M 107,628 -71,281 -40%
FTS
184
Fifth Third Securities
Ohio
$11.9M 106,141 +21,155 +25%
WB
185
Webster Bank
Connecticut
$11.9M 105,513 +2,188 +2%
CCG
186
Cypress Capital Group
Florida
$11.8M 105,294 -900 -0.8%
Truist Financial
187
Truist Financial
North Carolina
$11.8M 104,817 +15,375 +17%
CB
188
Commerce Bank
Missouri
$11.6M 103,161 -25,936 -20%
BWFM
189
Bridgewater Wealth & Financial Management
Maryland
$11.5M 101,948 +18,528 +22%
PA
190
Parkside Advisors
California
$10.9M 97,191 -4,733 -5%
EIAM
191
Equinox Institutional Asset Management
New Jersey
$10.9M 96,530 -125,200 -56%
WP
192
WealthSource Partners
California
$10.8M 96,024 +23,548 +32%
CAM
193
Caprin Asset Management
Virginia
$10.8M 95,777 +4,516 +5%
MCM
194
Makena Capital Management
California
$10.7M 95,450 +67,344 +240%
JCM
195
Jacobi Capital Management
Pennsylvania
$10.6M 94,711 -1,379 -1%
WIC
196
Whitegate Investment Counselors
New Hampshire
$10.5M 93,422 +2,201 +2%
WA
197
Wilshire Advisors
California
$10.4M 92,830 +5,999 +7%
TCM
198
Twin Capital Management
Pennsylvania
$10.4M 92,830 +6,140 +7%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$10.4M 92,760 -1,915 -2%
PAMG
200
Patton Albertson Miller Group
Tennessee
$10.3M 92,022 -20,925 -19%
6 7
8
9 10