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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 %
JHIU
301
Janus Henderson Investors US
Colorado
$3.45M +$3.45M +30,683 New
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.42M +$237K +2,108 +7%
PWM
303
Perigon Wealth Management
California
$3.39M +$3.39M +30,055 New
CTA
304
Chesley Taft & Associates
Illinois
$3.38M +$28.2K +250 +0.8%
PFA
305
Pure Financial Advisors
California
$3.34M +$155K +1,378 +5%
TFCP
306
Twin Focus Capital Partners
Massachusetts
$3.34M +$465K +4,125 +16%
PTC
307
Private Trust Company
Ohio
$3.31M +$682K +6,062 +26%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$3.3M +$2.03M +18,000 +159%
UBS AM
309
UBS AM
Illinois
$3.22M -$3.17M – –
SFG
310
SNS Financial Group
Minnesota
$3.21M -$20.6K -183 -0.6%
FFS
311
Founders Financial Securities
Maryland
$3.19M -$87.2K -774 -3%
CFA
312
CT Financial Advisors
Pennsylvania
$3.18M +$215K +1,910 +7%
MCM
313
Makena Capital Management
California
$3.16M – – –
SC
314
Scotia Capital
Ontario, Canada
$3.15M +$266K +2,358 +9%
BFM
315
Boston Financial Management
Massachusetts
$3.11M +$3.11M +27,573 New
NMC
316
Nine Masts Capital
Hong Kong
$3.05M +$3.05M +27,100 New
ICAS
317
Investors Capital Advisory Services
Massachusetts
$2.93M +$625K +5,554 +27%
CIM
318
Cetera Investment Management
California
$2.92M -$1.08M -9,572 -27%
SIAM
319
Sterling Investment Advisors (Missouri)
Missouri
$2.86M +$60.7K +539 +2%
FFBTD
320
First Financial Bank - Trust Division
Ohio
$2.83M +$561K +4,980 +25%
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$2.81M +$2.81M +25,000 New
CMP
322
Courage Miller Partners
Virginia
$2.8M -$299K -2,653 -10%
FT
323
Fiduciary Trust
Massachusetts
$2.79M +$393K +3,487 +16%
NL
324
NWAM LLC
Washington
$2.78M -$26.2K -233 -0.9%
AAM
325
Autus Asset Management
Arizona
$2.77M +$693K +6,150 +33%
11 12
13
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