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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 %
ST
251
Sentinel Trust
Texas
$5.07M +$382K +3,389 +8%
BOH
252
Bank of Hawaii
Hawaii
$5.05M +$2.23M +19,825 +79%
ACM
253
Argentus Capital Management
Texas
$4.92M -$600K -5,326 -11%
VFS
254
VSR Financial Services
Kansas
$4.75M +$1.53M +13,583 +47%
RMC
255
Regis Management Company
California
$4.65M +$2.2M +19,543 +90%
William Blair & Company
256
William Blair & Company
Illinois
$4.55M +$3.84M +34,098 +539%
SP
257
Sarasin & Partners
United Kingdom
$4.54M -$31.5K -280 -0.7%
LWM
258
LBA Wealth Management
Florida
$4.53M -$72K -639 -2%
KA
259
Kovack Advisors
Florida
$4.47M +$2.47M +21,930 +124%
PIA
260
Peachtree Investment Advisors
Georgia
$4.41M -$397K -3,529 -8%
STMM
261
South Texas Money Management
Texas
$4.36M – – –
HI
262
Hudock Inc
Pennsylvania
$4.33M +$27.1K +241 +0.6%
JIC
263
Johnson Investment Counsel
Ohio
$4.33M -$47.4K -421 -1%
RBC
264
Ronald Blue & Co
Georgia
$4.32M +$863K +7,667 +25%
BAC
265
Boys Arnold & Co
North Carolina
$4.31M +$1.63M +14,450 +61%
PWW
266
Pettyjohn Wood & White
Virginia
$4.31M -$28.4K -252 -0.7%
SSWM
267
Smith Salley Wealth Management
North Carolina
$4.3M +$35.4K +314 +0.8%
CBT
268
Central Bank & Trust
Kentucky
$4.29M +$945K +8,396 +28%
TIA
269
Tiemann Investment Advisors
California
$4.29M +$108K +961 +3%
HCM
270
Horan Capital Management
Maryland
$4.28M +$112K +991 +3%
PA
271
Planning Alternatives
Michigan
$4.19M +$204K +1,815 +5%
FIG
272
FundX Investment Group
California
$4.16M +$4.16M +36,964 New
JGIA
273
Jackson Grant Investment Advisers
Connecticut
$4.12M +$631K +5,599 +18%
JA
274
JOYN Advisors
Georgia
$4.11M +$2.66M +23,606 +184%
Squarepoint
275
Squarepoint
New York
$4.01M +$4.01M +35,647 New
9 10
11
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