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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 %
LI
701
LVZ Inc
Michigan
– – -11,786 Closed
CI
702
Cavalier Investments
Georgia
– – -10,064 Closed
Federated Hermes
703
Federated Hermes
Pennsylvania
– – -9,850 Closed
FF
704
Friedenthal Financial
New Jersey
– – -9,758 Closed
BWFA
705
Baltimore-Washington Financial Advisors
Maryland
– – -6,882 Closed
WCM
706
Washington Capital Management
Washington
– – -4,530 Closed
FFC
707
First Financial Corp
Indiana
– – -4,130 Closed
TFO
708
Tarbox Family Office
California
– – -3,687 Closed
FWM
709
Frontier Wealth Management
Missouri
– – -2,315 Closed
AW
710
ACG Wealth
Georgia
– – -2,147 Closed
BSW
711
Buckingham Strategic Wealth
Missouri
– – -1,908 Closed
ACM
712
Avalon Capital Management
California
– – -1,897 Closed
UFA
713
US Financial Advisors
Massachusetts
– – -1,237 Closed
WIC
714
Woodmont Investment Counsel
Tennessee
– – -1,113 Closed
DBT
715
Dubuque Bank & Trust
Iowa
– – -525 Closed
FCCM
716
First City Capital Management
Georgia
– – -501 Closed
CCS
717
Crosspoint Capital Strategies
California
– – -135 Closed
FIB
718
First Interstate Bank
Montana
– – -24 Closed
WEC
719
Winslow Evans & Crocker
Massachusetts
– – – –
Parallax Volatility Advisers
720
Parallax Volatility Advisers
California
$0 1 – –
BP
721
Ballentine Partners
Massachusetts
– – – –
25 26 27 28
29