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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.

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
1
Wells Fargo
California
$1.13B
2
Members Trust
2
Members Trust
Florida
$348M
3
Goldman Sachs
3
Goldman Sachs
New York
$331M
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$190M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$730M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.18M
2
SCM
2
SCS Capital Management
Massachusetts
$537M
3
SMM
3
Stadion Money Management
Georgia
$48.6M
4
AssetMark Inc
4
AssetMark Inc
California
$65.6M
5
FIM
5
Freedom Investment Management
Connecticut
$987K
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
526
Fisher Asset Management
Washington
$490K 4,338 +4,338 New
VIA
527
Vantage Investment Advisors
Pennsylvania
$489K 4,553 +934 +26%
BFC
528
Blue Fin Capital
Rhode Island
$488K 4,333 +185 +4%
SIG
529
Stanford Investment Group
California
$488K 4,332 +2,651 +158%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$485K 4,306 – –
CAM
531
Concorde Asset Management
Michigan
$478K 4,236 -5,044 -54%
KM
532
Kalos Management
Georgia
$476K 4,225 +1,442 +52%
NFG
533
NewFocus Financial Group
Washington
$470K 4,176 – –
DAC
534
Dividend Assets Capital
South Carolina
$470K 4,175 +205 +5%
FA
535
Fagan Associates
New York
$464K 4,116 -98 -2%
SDWMA
536
Schneider Downs Wealth Management Advisors
Pennsylvania
$462K 4,100 +458 +13%
GJIC
537
Gamble Jones Investment Counsel
California
$458K 4,064 +32 +0.8%
BFPW
538
BOK Financial Private Wealth
Colorado
$452K 4,018 +4,018 New
PG
539
Patten Group
Tennessee
$451K 4,007 +77 +2%
TI
540
Truepoint Inc
Ohio
$446K 3,958 +350 +10%
WDL
541
Well Done LLC
Michigan
$443K 3,931 -68 -2%
ISB
542
Iowa State Bank
Iowa
$441K 3,913 +629 +19%
CC
543
Courier Capital
New York
$425K 3,771 – –
VAM
544
Verity Asset Management
North Carolina
$422K 3,748 +3,748 New
Neuberger Berman Group
545
Neuberger Berman Group
New York
$421K 3,736 +811 +28%
JWS
546
Juncture Wealth Strategies
Arizona
$418K 3,710 -360 -9%
TCOT
547
Trust Company of Toledo
Ohio
$414K 3,678 +115 +3%
CFA
548
Capstone Financial Advisors
Illinois
$402K 3,573 -33,271 -90%
EDRE
549
Edmond de Rothschild (Europe)
Luxembourg
$400K 3,550 – –
CBU
550
CIBC Bank USA
Illinois
$398K 3,535 +1,110 +46%
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