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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 %
KL
376
KWMG LLC
Kansas
$1.8M +$73.4K +652 +4%
CS
377
Comerica Securities
Michigan
$1.8M +$331K +2,939 +22%
ACP
378
Aviance Capital Partners
Florida
$1.78M +$382K +3,396 +27%
T
379
Thomaspartners
Massachusetts
$1.77M -$82.8K -735 -4%
HW
380
Hancock Whitney
Mississippi
$1.76M -$510K -4,533 -23%
PA
381
Pinnacle Associates
New York
$1.75M +$146K +1,300 +9%
BBA
382
BLB&B Advisors
Pennsylvania
$1.73M +$168K +1,493 +11%
SMH
383
Sanders Morris Harris
Texas
$1.73M -$6.89M -61,137 -80%
AWM
384
Altavista Wealth Management
North Carolina
$1.71M +$92.1K +818 +6%
CIA
385
Capital Investment Advisors
Georgia
$1.69M -$187K -1,659 -10%
PCA
386
Peddock Capital Advisors
Massachusetts
$1.65M +$217K +1,931 +15%
VKH
387
Virtu KCG Holdings
New York
$1.64M -$5.49M -48,771 -77%
HS
388
Horan Securities
United States
$1.64M +$219K +1,947 +15%
PAM
389
Peak Asset Management
Colorado
$1.62M +$116K +1,026 +8%
SS
390
Simplicity Solutions
Minnesota
$1.61M -$1.34M -11,928 -46%
CIM
391
Cambria Investment Management
California
$1.61M – – –
MCM
392
Maryland Capital Management
Maryland
$1.6M +$31.6K +281 +2%
AP
393
Advisors Preferred
Maryland
$1.58M +$671K +5,964 +74%
1SB
394
1ST Source Bank
Indiana
$1.57M +$422K +3,749 +37%
NEPWA
395
New England Private Wealth Advisors
Massachusetts
$1.54M +$8.79K +78 +0.6%
TC
396
Toews Corporation
New Jersey
$1.53M +$1.53M +13,600 New
FTIOP
397
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.49M +$22K +195 +2%
RFWA
398
RPg Family Wealth Advisory
Massachusetts
$1.46M +$143K +1,268 +11%
EWM
399
Empirical Wealth Management
Washington
$1.45M -$208K -1,845 -13%
Northern Trust
400
Northern Trust
Illinois
$1.44M +$7K +6,217 +0.5%
14 15
16
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