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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 %
BBHC
601
Brown Brothers Harriman & Co
New York
$264K 2,349 +2,349 New
CFA
602
Carroll Financial Associates
North Carolina
$257K 2,287 +224 +11%
LIM
603
Leavell Investment Management
Alabama
$253K 2,242 -445 -17%
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$252K 2,242 -137 -6%
PAS
605
Park Avenue Securities
New York
$249K 2,207 -130 -6%
WI
606
Wedgewood Investors
Pennsylvania
$249K 2,215 – –
NIC
607
Northwest Investment Counselors
Oregon
$246K 2,188 +37 +2%
EWM
608
Evercore Wealth Management
New York
$242K 2,147 -2,514 -54%
First Manhattan
609
First Manhattan
New York
$236K 2,100 +2,100 New
CHP
610
Cable Hill Partners
Oregon
$231K 2,047 +2,047 New
BA
611
Bristlecone Advisors
Washington
$230K 2,039 +2,039 New
CWP
612
Capital Wealth Planning
Florida
$228K 2,025 – –
AFWA
613
Ancora Family Wealth Advisors
Ohio
$227K 2,017 – –
RT
614
Rockland Trust
Massachusetts
$221K 1,965 -525 -21%
MWAC
615
Mariner Wealth Advisors (Cincinnati)
Ohio
$219K 1,941 -43 -2%
PL
616
Parthenon LLC
Kentucky
$217K 1,931 – –
BRF
617
B. Riley Financial
California
$216K 1,917 – –
SCM
618
Stellar Capital Management
Arizona
$216K 1,916 +1,916 New
HPWM
619
Highland Private Wealth Management
Washington
$207K 1,840 – –
FFWA
620
FRG Family Wealth Advisors
Washington
$207K 1,837 – –
DJSG
621
D.J. St. Germain
Massachusetts
$201K 1,782 -639 -26%
GS
622
Girard Securities
California
$200K 1,795 +1,795 New
MWM
623
MinichMacGregor Wealth Management
New York
$196K 1,749 – –
BWA
624
Burt Wealth Advisors
Maryland
$195K 1,734 – –
S
625
SignatureFD
Georgia
$188K 1,669 -50 -3%
23 24
25
26 27