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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 %
1GA
51
1st Global Advisors
Texas
$77.4M 687,347 +1,120 +0.2%
BIM
52
BlackRock Investment Management
Delaware
$74.9M 665,038 +103,008 +18%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$72.7M 645,568 +756 +0.1%
NC
54
NewSquare Capital
Pennsylvania
$71.5M 635,146 +170,910 +37%
HHGA
55
Halbert Hargrove Global Advisors
California
$70.1M 622,744 -363,494 -37%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$67.2M 596,731 +21,760 +4%
AssetMark Inc
57
AssetMark Inc
California
$65.6M 582,189 -735,007 -56%
SBL
58
Sargent Bickham Lagudis
Colorado
$63.8M 566,687 +14,673 +3%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$62.8M 557,641 -293,981 -35%
SMA
60
Simply Money Advisors
Ohio
$62.5M 555,054 -25,090 -4%
AIP
61
Ameritas Investment Partners
Nebraska
$59M 518,174 +11,648 +2%
RFC
62
Regions Financial Corp
Alabama
$58.3M 517,794 +75,975 +17%
MBT
63
Monroe Bank & Trust
Michigan
$58.2M 516,442 +30,532 +6%
WA
64
Waverly Advisors
Alabama
$54M 479,899 +451,932 +1,616%
ZIM
65
Zacks Investment Management
Illinois
$52.5M 466,114 +4,543 +1%
VC
66
Vicus Capital
Pennsylvania
$51.3M 455,231 -30,217 -6%
SIM
67
Sigma Investment Management
Oregon
$50.6M 449,176 -17,384 -4%
Lazard Asset Management
68
Lazard Asset Management
New York
– – – –
SMM
69
Stadion Money Management
Georgia
$48.6M 431,467 -1,413,336 -77%
AF
70
Alerus Financial
North Dakota
$46.9M 416,615 +416,615 New
DIP
71
DT Investment Partners
Pennsylvania
$46.8M 415,666 +11,788 +3%
FHB
72
First Hawaiian Bank
Hawaii
$46.8M 415,594 +2,440 +0.6%
BG
73
BlackRock Group
United Kingdom
$45.9M 407,946 – –
PPA
74
Parametric Portfolio Associates
Washington
$45.8M 406,920 -113,488 -22%
PAMU
75
Pictet Asset Management (UK)
United Kingdom
$45.7M 412,880 -146,500 -26%
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