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 %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$10.2M 90,534 +90,534 New
JHIU
202
Janus Henderson Investors US
Colorado
$10M 88,923 +58,240 +190%
FAT
203
First American Trust
California
$9.99M 88,845 +20,901 +31%
MWM
204
Merriman Wealth Management
Washington
$9.22M 82,030 +69,868 +574%
RA
205
RFG Advisory
Alabama
$9.2M 82,341 -94,783 -54%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$9.18M 81,691 +17,777 +28%
FFS
207
Founders Financial Securities
Maryland
$9M 80,045 +51,741 +183%
Millennium Management
208
Millennium Management
New York
$8.72M 77,601 +60,601 +356%
JIR
209
James Investment Research
Ohio
$8.71M 77,479 -1,362 -2%
QA
210
Quantitative Advantage
Minnesota
$8.67M 77,098 -4,305 -5%
EGA
211
E&G Advisors
Texas
$8.63M 76,729 -143 -0.2%
M&T Bank
212
M&T Bank
New York
$8.53M 75,895 -36,701 -33%
TFF
213
The Family Firm
Maryland
$8.53M 75,880 +198 +0.3%
GC
214
Guggenheim Capital
Illinois
$8.47M 75,304 – –
ZCA
215
Zeke Capital Advisors
Pennsylvania
$8.33M 74,626 +4,025 +6%
GAG
216
GM Advisory Group
New York
$8.31M 73,955 +2,313 +3%
AF
217
Arrow Financial
New York
$8.02M 71,305 +2,996 +4%
WA
218
Winfield Associates
Ohio
$7.93M 70,554 +5,410 +8%
CJA
219
C-J Advisory
California
$7.89M 70,139 +70,139 New
PC
220
Premise Capital
Illinois
$7.78M 69,156 -25,860 -27%
SFA
221
Stewardship Financial Advisors
Georgia
$7.77M 69,101 +2,479 +4%
SS
222
Simplicity Solutions
Minnesota
$7.76M 69,002 +54,720 +383%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$7.69M 68,413 +20,434 +43%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.69M 68,408 +22,795 +50%
DT
225
Diversified Trust
Tennessee
$7.61M 67,702 +13,994 +26%
7 8
9
10 11