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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 %
CCM
551
Coe Capital Management
Illinois
$380K 3,370 +3,370 New
MFT
552
Moisand Fitzgerald Tamayo
Florida
$379K 3,368 -145 -4%
SRC
553
Shufro Rose & Co
New York
$378K 3,359 +18 +0.5%
CAM
554
Cubic Asset Management
Massachusetts
$375K 3,330 -150 -4%
DIA
555
Denver Investment Advisors
Colorado
$373K 3,316 +86 +3%
RIM
556
Rampart Investment Management
Connecticut
$371K 3,291 -3,040 -48%
SFS
557
Summit Financial Strategies
Ohio
$364K 3,235 -146 -4%
Allianz Asset Management
558
Allianz Asset Management
Germany
$363K 3,219 -66 -2%
Wolverine Trading
559
Wolverine Trading
Illinois
$361K 3,211 +3,211 New
NGA
560
Naples Global Advisors
Florida
$360K 3,200 – –
EAM
561
Evanson Asset Management
California
$359K 3,188 +7 +0.2%
Koshinski Asset Management
562
Koshinski Asset Management
Illinois
$357K 3,167 +1,229 +63%
WCA
563
Westover Capital Advisors
Delaware
$356K 3,160 – –
SSB
564
Sandy Spring Bank
Maryland
$355K 3,151 -250 -7%
ACI
565
Alpha Cubed Investments
California
$355K 3,153 +3,153 New
PGFC
566
Peapack-Gladstone Financial Corp
New Jersey
$352K 3,123 +718 +30%
CG
567
Caprock Group
Idaho
$351K 3,113 +173 +6%
ACM
568
Alpha Capital Management
Texas
$348K 3,090 +93 +3%
PAS
569
Partnervest Advisory Services
California
$343K 3,043 -3,797 -56%
SAM
570
Summit Asset Management
Tennessee
$338K 3,000 +3,000 New
RFA
571
Reilly Financial Advisors
California
$337K 2,991 +10 +0.3%
CC
572
Cadinha & Co
Hawaii
$337K 2,991 +42 +1%
BOS
573
Bingham Osborn & Scarborough
California
$332K 2,944 -57 -2%
HWA
574
Heritage Wealth Advisors
Virginia
$329K 2,916 -7 -0.2%
CB
575
Chemical Bank
Michigan
$327K 2,908 +57 +2%
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