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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 %
LFG
276
LifePlan Financial Group
Ohio
$4.01M -$119K -1,059 -3%
IFS
277
Ifrah Financial Services
Arkansas
$3.97M +$68K +604 +2%
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
$3.97M +$1.37M +12,125 +52%
HCM
279
Hollencrest Capital Management
California
$3.97M +$25.8K +229 +0.7%
CCP
280
Cardan Capital Partners
Colorado
$3.94M +$361K +3,204 +10%
FMW
281
Farr Miller & Washington
District of Columbia
$3.92M +$249K +2,210 +7%
PHS
282
Pekin Hardy Strauss
Illinois
$3.9M +$1.23M +10,895 +46%
CFGF
283
Compass Financial Group (Florida)
Florida
$3.88M +$235K +2,088 +6%
WCM
284
Windsor Capital Management
Arizona
$3.87M +$369K +3,278 +11%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$3.79M -$39.6K -352 -1%
UB
286
UMB Bank
Missouri
$3.78M +$123K +1,091 +3%
CB
287
Community Bank
New York
$3.77M +$9.57K +85 +0.3%
YP
288
Yellowstone Partners
Idaho
$3.71M +$566K +5,027 +18%
TCB
289
Texas Capital Bancshares
Texas
$3.66M +$3.25M +28,812 +780%
LP
290
LGL Partners
Pennsylvania
$3.65M +$21.1K +187 +0.6%
BAS
291
Brown Advisory Securities
Maryland
$3.65M +$921K +8,172 +34%
PCMK
292
Paragon Capital Management (Kansas)
Kansas
$3.64M -$29.6M -26,273 -89%
Comerica Bank
293
Comerica Bank
Texas
$3.6M +$878K +7,806 +32%
GWM
294
Geneos Wealth Management
Colorado
$3.6M +$459K +4,076 +15%
DWM
295
Darwin Wealth Management
Florida
$3.55M +$3.55M +31,494 New
IGIM
296
I.G. Investment Management
Manitoba, Canada
$3.54M +$259K +2,305 +8%
CWM
297
Concert Wealth Management
California
$3.52M +$883K +7,853 +34%
WB
298
WesBanco Bank
West Virginia
$3.48M +$711K +6,316 +26%
MAM
299
Marquette Asset Management
Minnesota
$3.48M -$61.4K -545 -2%
CFB
300
Cullen/Frost Bankers
Texas
$3.46M +$275K +2,443 +9%
10 11
12
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