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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
$1.13B
2
Goldman Sachs
Goldman Sachs
New York
$331M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$190M
4
MFRM
Milliman Financial Risk Management
Illinois
$730M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.62B

Top Sellers

1
LPL Financial
LPL Financial
California
$5.18M
2
SCM
SCS Capital Management
Massachusetts
$537M
3
SMM
Stadion Money Management
Georgia
$48.6M
4
AssetMark Inc
AssetMark Inc
California
$65.6M
5
FIM
Freedom Investment Management
Connecticut
$987K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
426
Colony Group
Massachusetts
$1.05M -$141K -1,251 -12%
F
427
Filament
Washington
$1.05M – – –
SFPM
428
Sensible Financial Planning & Management
Massachusetts
$1.03M -$56.7K -503 -5%
VanEck Associates
429
VanEck Associates
New York
$1.03M +$1.03M +9,153 New
SEI Investments
430
SEI Investments
Pennsylvania
$1.01M -$564K -5,007 -36%
HSA
431
HBK Sorce Advisory
Pennsylvania
$994K +$358K +3,177 +56%
FIM
432
Freedom Investment Management
Connecticut
$987K -$69.9M -620,373 -99%
DC
433
Davenport & Co
Virginia
$986K +$203K +1,800 +26%
WS
434
Wedbush Securities
California
$982K +$99K +879 +11%
CA
435
Cambridge Advisors
Nebraska
$978K – – –
BOTW
436
Bank of the West
California
$976K -$674K -5,989 -41%
JIP
437
Jaffetilchin Investment Partners
Florida
$970K -$39.6K -352 -4%
PCM
438
Pointe Capital Management
Michigan
$965K +$35.5K +315 +4%
SCM
439
Shelton Capital Management
Colorado
$947K +$11.3K +100 +1%
HTC
440
Haverford Trust Company
Pennsylvania
$926K – – –
RAM
441
Riggs Asset Management
Pennsylvania
$922K +$905K +8,035 +5,357%
WA
442
WFG Advisors
Texas
$921K -$433K -3,846 -32%
BC
443
Brinker Capital
Pennsylvania
$921K -$12.1K -107 -1%
CGL
444
Clarius Group LLC
Washington
$919K +$25.3K +225 +3%
PCMC
445
Paragon Capital Management (Colorado)
Colorado
$915K +$46.3K +411 +5%
WRM
446
Westport Resources Management
Connecticut
$913K +$732K +6,495 +403%
FC
447
Financial Consulate
Maryland
$912K +$170K +1,507 +23%
VWA
448
V Wealth Advisors
Kansas
$903K -$1.73M -15,378 -66%
CWM
449
Cranbrook Wealth Management
Michigan
$887K – – –
SAM
450
Shamrock Asset Management
Texas
$870K -$103K -913 -11%
16 17
18
19 20