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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 %
SMDAM
476
Sumitomo Mitsui DS Asset Management
Japan
$719K -$165K -1,472 -19%
Nomura Asset Management
477
Nomura Asset Management
Japan
$718K – – –
WF
478
WealthTrust Fairport
Ohio
$702K -$901K -25,602 -56%
WF
479
Welch & Forbes
Massachusetts
$676K -$36.6K -325 -5%
EFS
480
Essex Financial Services
Connecticut
$671K +$671K +5,962 New
HB
481
Homrich & Berg
Georgia
$670K +$48.3K +429 +8%
PWMAG
482
Pinnacle Wealth Management Advisory Group
New Jersey
$663K +$116K +1,030 +21%
KT
483
Kanaly Trust
Texas
$662K – – –
IT
484
Independence Trust
Tennessee
$662K – – –
3C
485
361 Capital
Colorado
$654K -$25.1K -223 -4%
JGUA
486
John G. Ullman & Associates
New York
$653K +$15.8K +140 +2%
SCA
487
Salient Capital Advisors
Texas
$652K – – –
HIIFS
488
Harel Insurance Investments & Financial Services
Israel
$642K – – –
TNB
489
Thomasville National Bank
Georgia
$640K +$10.1K +90 +2%
FC
490
Forte Capital
New York
$639K +$109K +971 +21%
MCM
491
Matterhorn Capital Management
Texas
$637K +$637K +5,655 New
SFSG
492
Stearns Financial Services Group
North Carolina
$631K +$82.1K +729 +15%
BWP
493
BSW Wealth Partners
Colorado
$626K -$36.9K -328 -6%
ZB
494
Zions Bancorporation
Utah
$623K -$4.62K -41 -0.7%
SSWM
495
Sheets Smith Wealth Management
North Carolina
$623K +$49.1K +436 +9%
TF
496
Tompkins Financial
New York
$619K -$204K -1,817 -25%
KCM
497
Karp Capital Management
California
$610K +$148K +1,317 +32%
PV
498
Private Vista
Illinois
$605K -$62.1K -549 -9%
BCM
499
Brookmont Capital Management
Texas
$596K +$11.4K +101 +2%
OC
500
Oakworth Capital
Alabama
$595K +$125K +1,129 +27%
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