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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 %
GW
351
GW & Wade
Massachusetts
$2.25M +$1.35K +12 +0.1%
LNC
352
Lincoln National Corp
Pennsylvania
$2.24M -$544K -4,826 -20%
BNP Paribas Financial Markets
353
BNP Paribas Financial Markets
France
$2.13M -$4.7M -41,731 -69%
BC
354
Bartlett & Co
Ohio
$2.13M +$135K +1,202 +7%
OMC
355
Old Mission Capital
Illinois
$2.12M +$2.12M +18,810 New
BCM
356
Brookstone Capital Management
Illinois
$2.1M +$1.36M +12,043 +183%
FBNAT
357
FirstMerit Bank N.A. Trustee
Ohio
$2.08M -$1.12M -9,925 -35%
TSW
358
Thompson Siegel & Walmsley
Virginia
$2.07M +$141K +1,250 +7%
SCP
359
Syntal Capital Partners
Texas
$2.05M +$4.17K +37 +0.2%
CS
360
Credit Suisse
Switzerland
$2.03M +$1.13M +9,999 +124%
EDRS
361
Edmond de Rothschild (Suisse)
Switzerland
$2.03M +$2.03M +18,000 New
TA
362
Tiedemann Advisors
New York
$2.01M +$978K +8,687 +95%
GC
363
Garde Capital
Washington
$2M -$19.1K -170 -0.9%
BHBT
364
Burke & Herbert Bank & Trust
Virginia
$1.97M -$244K -2,162 -11%
OC
365
Oarsman Capital
Wisconsin
$1.96M +$901 +8 +0%
BJL
366
Brighton Jones LLC
Washington
$1.94M -$102K -905 -5%
TCM
367
Telos Capital Management
California
$1.93M +$250K +2,221 +15%
AWA
368
Arete Wealth Advisors
Illinois
$1.92M +$841K +7,472 +78%
Millennium Management
369
Millennium Management
New York
$1.91M -$574K -5,098 -23%
IIC
370
Integrated Investment Consultants
Michigan
$1.9M – – –
HH
371
Hilltop Holdings
Texas
$1.87M – – –
KFC
372
Klingenstein Fields & Co
New York
$1.86M +$110K +975 +6%
WSFS
373
Wilmington Savings Fund Society
Delaware
$1.85M -$151K -1,340 -8%
TC
374
Trust Company
Kansas
$1.85M +$625K +5,547 +51%
WAM
375
Wolverine Asset Management
Illinois
$1.84M -$1.3M -11,556 -41%
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