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

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 %
KF
626
Krilogy Financial
Missouri
$187K 1,657 -214 -11%
CFG
627
CKW Financial Group
Hawaii
$177K 1,574 +1,574 New
VHAM
628
Van Hulzen Asset Management
California
$160K 1,425 – –
FANJ
629
Financial Architects (New Jersey)
New Jersey
$138K 1,229 -12 -1%
JIC
630
Joel Isaacson & Co
New York
$135K 1,200 – –
BCA
631
Bray Capital Advisors
Florida
$135K 1,200 +1,200 New
BC
632
Barnett & Company
Tennessee
$133K 1,185 – –
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$124K 1,105 +233 +27%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$112K 993 – –
AC
635
Alexandria Capital
Virginia
$111K 982 -147 -13%
BCP
636
Blue Chip Partners
Michigan
$109K 964 +6 +0.6%
RBC
637
Roble Belko & Company
Pennsylvania
$104K 921 – –
RWA
638
Ropes Wealth Advisors
Massachusetts
$104K 926 +36 +4%
CS
639
Credential Securities
$104K 920 – –
WI
640
Wintrust Investments
Illinois
$97K 6,186 +6,186 New
JFA
641
JNBA Financial Advisors
Minnesota
$95K 845 +570 +207%
WTB
642
Washington Trust Bank
Washington
$93K 822 – –
TIM
643
Tortoise Investment Management
New York
$87K 775 -321 -29%
SCM
644
Southport Capital Management
Tennessee
$85K 755 +755 New
CCM
645
Cribstone Capital Management
Maine
$78K 697 +697 New
BHB
646
Bank Hapoalim BM
Israel
$77K 680 +680 New
LNB
647
Ledyard National Bank
$75K 664 – –
TWA
648
TCI Wealth Advisors
Arizona
$72K 635 +1 +0.2%
CHC
649
City Holding Co
West Virginia
$69K 611 +220 +56%
AA
650
AlphaMark Advisors
Kentucky
$68K 600 +600 New
24 25
26
27 28