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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 %
FBFS
76
First Business Financial Services
Wisconsin
$45.4M 403,056 +64,259 +19%
FWP
77
FAS Wealth Partners
Kansas
$45.1M 400,516 -3,187 -0.8%
USAA
78
United Services Automobile Association
Texas
$44.5M 395,215 -615 -0.2%
CA
79
Cetera Advisors
Colorado
$44.4M 394,270 +138,214 +54%
B
80
Bailard
California
$42.4M 376,796 -3,081 -0.8%
VCM
81
Verger Capital Management
North Carolina
$39.5M 350,378 +78,803 +29%
CPO
82
Cerity Partners OCIO
New York
$39.4M 350,172 +73,184 +26%
1CP
83
1607 Capital Partners
Virginia
$39.3M 349,200 +186,250 +114%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$39.1M 346,998 +31,690 +10%
NPC
85
National Planning Corporation
California
$38M 338,734 +969 +0.3%
AIM
86
Astor Investment Management
Illinois
$37.6M 333,551 +19,194 +6%
SOMRS
87
State of Michigan Retirement System
Michigan
$36.6M 325,500 +325,500 New
TCM
88
Twele Capital Management
Minnesota
$36.4M 323,479 +57 +0%
BCM
89
Bluefin Capital Management
New York
$36.1M 320,917 +320,917 New
PFS
90
Prospera Financial Services
Texas
$35.6M 315,701 -29,800 -9%
SL
91
Summitry LLC
California
$35.2M 312,732 +1,744 +0.6%
VFA
92
Virtus Fund Advisers
Connecticut
$34.9M 309,407 -26,387 -8%
FAAS
93
First Allied Advisory Services
California
$34.8M 308,515 -17,091 -5%
DADC
94
D.A. Davidson & Co
Montana
$34M 301,623 +41,993 +16%
BL
95
Balentine LLC
Georgia
$33.9M 301,072 +291,977 +3,210%
BAAM
96
Baker Avenue Asset Management
California
$33.7M 298,906 +168,555 +129%
PWAG
97
Polaris Wealth Advisory Group
California
$33.6M 298,210 +31,672 +12%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$33M 292,800 +77,276 +36%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$32.8M 290,868 +25,034 +9%
HighTower Advisors
100
HighTower Advisors
Illinois
$32.4M 287,847 +47,108 +20%
2 3
4
5 6