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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

648 hedge funds and large institutions have $25.6B invested in iShares Core US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 300 increasing their positions, 211 reducing their positions, and 51 closing their positions.

Holders
648
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
17.29%
Holding in Top 10
151
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.85%
% of All Funds
4.03%
New
69
Increased
300
Reduced
211
Closed
51
Calls
–
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$5.79M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.57B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$567M
3
SCM
3
SCS Capital Management
Massachusetts
$786M
4
Wells Fargo
4
Wells Fargo
California
$649M
5
UBS Group
5
UBS Group
Switzerland
$713M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$136M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$364K
3
Barclays
3
Barclays
United Kingdom
$111M
4
CC
4
Curian Capital
Colorado
$0
5
BIM
5
BlackRock Investment Management
Delaware
$62.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.42B 30,847,656 +450,336 +1%
BFA
2
BlackRock Fund Advisors
California
$2.57B 23,193,479 +4,080,910 +21%
Bank of America
3
Bank of America
North Carolina
$1.62B 14,600,378 +960,662 +7%
LPL Financial
4
LPL Financial
California
$832M 7,510,552 +294,879 +4%
SCM
5
SCS Capital Management
Massachusetts
$786M 7,089,392 +2,910,667 +70%
RJA
6
Raymond James & Associates
Florida
$755M 6,812,789 +910,379 +15%
Creative Planning
7
Creative Planning
Kansas
$745M 6,721,914 +87,165 +1%
UBS Group
8
UBS Group
Switzerland
$713M 6,434,561 +1,440,084 +29%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$661M 5,967,778 +28,469 +0.5%
Wells Fargo
10
Wells Fargo
California
$649M 5,856,478 +1,909,323 +48%
BlackRock
11
BlackRock
New York
$644M 5,806,743 +451,822 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$568M 5,124,609 +434,812 +9%
MFRM
13
Milliman Financial Risk Management
Illinois
$567M 5,112,390 +2,997,150 +142%
Morgan Stanley
14
Morgan Stanley
New York
$558M 5,031,844 +1,229,886 +32%
QI
15
QS Investors
New York
$497M 4,484,310 +302,504 +7%
US Bancorp
16
US Bancorp
Minnesota
$384M 3,461,217 +104,820 +3%
Ameriprise
17
Ameriprise
Minnesota
$365M 3,294,853 +394,745 +14%
TCT
18
TIAA CREF Trust
Missouri
$292M 2,630,993 -55,127 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$267M 2,407,006 +680,226 +39%
Prudential Financial
20
Prudential Financial
New Jersey
$265M 2,388,434 -80,466 -3%
ACM
21
Aviance Capital Management
Florida
$219M 1,974,760 -6,843 -0.3%
SMM
22
Stadion Money Management
Georgia
$204M 1,844,803 -93,660 -5%
KeyBank National Association
23
KeyBank National Association
Ohio
$194M 1,749,883 -121,074 -6%
AF
24
Allworth Financial
California
$191M 1,726,013 +525,619 +44%
ECM
25
ETrade Capital Management
Virginia
$183M 1,647,353 -58,035 -3%
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