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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 %
HR
651
Howe & Rusling
New York
$67K 597 -1,397 -70%
Bessemer Group
652
Bessemer Group
New Jersey
$65K 581 -1,110 -66%
CAL
653
Capital Advisors Ltd
Ohio
$65K 574 -641 -53%
IWM
654
Integrated Wealth Management
California
$61K 539 +238 +79%
CPIG
655
Chicago Partners Investment Group
Illinois
$56K 494 +3 +0.6%
AA
656
Apriem Advisors
California
$46K 411 – –
HCM
657
Horrell Capital Management
Arkansas
$45K 400 – –
CAL
658
Capital Analysts LLC
Pennsylvania
$43.6K 387 – –
IAS
659
INR Advisory Services
Pennsylvania
$41K 362 -960 -73%
Thrivent Financial for Lutherans
660
Thrivent Financial for Lutherans
Minnesota
$35K 308 – –
GI
661
Gradient Investments
Minnesota
$33K 291 -392 -57%
AP
662
Atwood & Palmer
Missouri
$32K 281 -300 -52%
FMP
663
Financial Management Professionals
Texas
$32K 289 +289 New
GBBWRPM
664
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K 276 -795 -74%
WAS
665
Winch Advisory Services
Wisconsin
$30K 270 -28 -9%
SNT
666
Security National Trust
West Virginia
$28K 250 – –
SA
667
SRH Advisors
Kansas
$28K 250 – –
AIM
668
Anchor Investment Management
South Carolina
$25.5K 226 – –
VNA
669
Valley National Advisers
Pennsylvania
$25K 220 – –
GWS
670
Glassman Wealth Services
Virginia
$24K 209 – –
BAM
671
Barrett Asset Management
New York
$23K 205 – –
FHC
672
First Heartland Consultants
Missouri
$20.1K 178,909 +3,495 +2%
ST
673
Smithfield Trust
Pennsylvania
$20K 174 – –
AIS
674
Accurate Investment Solutions
Pennsylvania
$19K 165 -211 -56%
PVH
675
Psagot Value Holdings
Israel
$17K 147 – –
25 26
27
28 29