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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
+$470M
2
Goldman Sachs
Goldman Sachs
New York
+$298M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$190M
4
MFRM
Milliman Financial Risk Management
Illinois
+$154M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$145M

Top Sellers

1
LPL Financial
LPL Financial
California
-$842M
2
SCM
SCS Capital Management
Massachusetts
-$261M
3
SMM
Stadion Money Management
Georgia
-$159M
4
AssetMark Inc
AssetMark Inc
California
-$82.8M
5
FIM
Freedom Investment Management
Connecticut
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Stewardship Financial Advisors
Georgia
$7.5M +$862K +7,653 +13%
WA
227
Winfield Associates
Ohio
$7.34M +$531K +4,714 +8%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$7.2M +$521K +4,628 +8%
AA
229
Alesco Advisors
New York
$6.91M +$865K +7,682 +14%
CCM
230
Canal Capital Management
Virginia
$6.86M -$113 -1 -0%
PP
231
Prudential plc
United Kingdom
$6.67M -$2.81M -25,000 -30%
ONB
232
Old National Bancorp
Indiana
$6.48M +$622K +5,525 +11%
ACM
233
Ashford Capital Management
Delaware
$6.45M +$414K +3,678 +7%
WI
234
WrapManager Inc
California
$6.41M +$56.5K +502 +0.9%
DPI
235
Diversified Portfolios Inc
Michigan
$6.34M -$286K -2,541 -4%
HWP
236
Hefty Wealth Partners
Indiana
$6.09M +$382K +3,395 +7%
DT
237
Diversified Trust
Tennessee
$6.05M -$1.35M -11,989 -18%
HCM
238
Harvest Capital Management
New Hampshire
$6.02M -$209K -1,860 -3%
TAT
239
TD Ameritrade Trust
Colorado
$6M +$1.1M +9,750 +22%
TNBTD
240
Trustmark National Bank Trust Department
Mississippi
$5.96M +$1.6M +14,214 +37%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$5.89M +$709K +6,284 +14%
WCM
242
Wunderlich Capital Managemnt
Tennessee
$5.82M +$362K +3,217 +7%
RIA
243
Regal Investment Advisors
Michigan
$5.61M -$338K -3,005 -6%
BSB
244
Bangor Savings Bank
Maine
$5.41M +$281K +2,498 +5%
FMWA
245
Forvis Mazars Wealth Advisors
Missouri
$5.4M +$558K +4,955 +12%
GLA
246
Great Lakes Advisors
Illinois
$5.4M +$114K +1,012 +2%
RWG
247
Regal Wealth Group
California
$5.34M +$259K +2,303 +5%
MIAN
248
Mariner Independent Advisor Network
Kansas
$5.32M +$1.89M +16,816 +55%
LPL Financial
249
LPL Financial
California
$5.18M -$842M -7,464,669 -99%
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.14M +$1.19M +10,608 +30%
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